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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191109T120000
DTEND;TZID=America/Los_Angeles:20191109T160000
DTSTAMP:20191106T180136Z
CREATED:20191023T052425Z
LAST-MODIFIED:20191106T180136Z
UID:1614-1573300800-1573315200@www.fpasv.org
SUMMARY:November 9th 2019 Financial Planning Day
DESCRIPTION:Overview:\nLocation is San Mateo Library\, 55 W 3rd Ave. San Mateo\, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers. \nVolunteer Registration
URL:https://www.fpasv.org/event/november-9th-2019-financial-planning-day
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191108T160000
DTEND;TZID=America/Los_Angeles:20191108T180000
DTSTAMP:20191023T051810Z
CREATED:20181029T205153Z
LAST-MODIFIED:20191023T051810Z
UID:1114-1573228800-1573236000@www.fpasv.org
SUMMARY:November 2019 Chapter Meeting
DESCRIPTION:*Please note the time for this meeting is 4:00 – 6:00 pm. \nTopic: Economic Update – More Growth Ahead in 2020 \nSpeaker: Bryce Gill\, Economic Analyst – First Trust \nFeatured Partner: Todd Barney\, Invesco \nOverview:\nWith a record-long bull market and the recent inversions in the yield curve\, worries about a coming recession have been weighing on investors’ minds. Add in escalating trade tensions which are throwing even more uncertainty into the mix\, and it’s hard to know what’s on the horizon for the US economy. \nHowever\, First Trust continues to believe the fundamentals of the economy remain sound. Yield curve inversions aren’t the reliable signal they used to be due to massive intervention by central banks since 2008. Moreover\, while trade tensions have undermined the growth-boosting incentives surrounding the Trump Administration’s Tax cuts\, on net the private sector is still coming out ahead. \nThe strength of the US consumer\, and the resiliently strong labor market\, should continue to drive economic growth despite the slowdown abroad. And while there will always be negative trends to highlight\, our favorite recession early warning signals continue to point to a healthy economy in 2020. \nFollowing the speaker presentation\, join us for “Business & Beverages”\, a cocktail social with our partners who will be sharing best practices and business solutions. Hors d’oeuvres will be served. \nLocation: Maggiano’s Little Italy \nAbout the Speaker: \nMr. Gill is a member of the economics team at First Trust Portfolios and is based in the Austin\, TX office. He is a graduate of Miami University in Ohio with a B.A. in  Economics. He is currently pursuing an MBA at the McCombs School of Business at The University of Texas at Austin. \nCost: \nEarly Registration $40.00 members and first-time attendees. $60.00 non-members\nAt the door $60.00 for FPA members\, non-members and first-time attendees. \nRegistration: Click here 
URL:https://www.fpasv.org/event/november-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191026T130000
DTEND;TZID=America/Los_Angeles:20191026T160000
DTSTAMP:20190824T034628Z
CREATED:20190824T034628Z
LAST-MODIFIED:20190824T034628Z
UID:1547-1572094800-1572105600@www.fpasv.org
SUMMARY:October 2019 Financial Planning Day
DESCRIPTION:Overview:\nLocation is Redwood City Library\, 1044 Middlefield Rd\, Redwood City\, CA. Volunteer registration is now open for CFP® and logistics volunteers. \nVolunteer Registration
URL:https://www.fpasv.org/event/october-2019-financial-planning-day
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191025T120000
DTEND;TZID=America/Los_Angeles:20191025T133000
DTSTAMP:20190930T190559Z
CREATED:20190817T041451Z
LAST-MODIFIED:20190930T190559Z
UID:1530-1572004800-1572010200@www.fpasv.org
SUMMARY:October 2019 Student Forum
DESCRIPTION:Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program\, UCSCX PFP alumni\, and for members of the Financial Planning Association (any chapter).  These meetings are not open to the general public. \n\nTopic: Preparing for the CFP®Exam \n\nOverview:\nThe CFP® exam seems a mystery. You hear it is “hard”.  The PFP courses provide a foundation\, but most students need more preparation before attempting to pass the 6-hour exam that is taken electronically. Are you looking for more on the exam details\, how to prepare for it\, experiences with the prep classes and words of advice? \nIn this session\, we will hear from four recent test takers on their experiences.  This is an opportunity to learn from former students who were in your shoes a few scant months ago. You will hear a candid assessment of the areas where they felt unprepared\, feedback on the prep classes that they took\, strategies they used and some hints for the exam day. The panelists will introduce themselves and speak about their exam experience prior to opening the session up for a general question and answer period. Come with your questions!! \nThe room opens for networking at 11:30am. \nPanelists: Dave Crook\, Karla Rees\, CFP®\, EA\, Sridhar (Sri) Krishnan\, BS\, MBA\, James Yi. \nLocation: UCSC Extension\, Santa Clara \nRegistration: Click here to register \nPanelist Bios: \nDave Crook is an alum of the UCSCX PFP program and a CFP® certificant\, having passed the exam in late 2017.  He is currently working on accruing hours needed for the credential.  His background is somewhat unconventional\, with degrees in engineering and many years spent in the local high tech industry in a HR/recruiting role — combining the analytic and the interpersonal\, which has proved useful in his early work with clients. \nSridhar (Sri) Krishnan\, BS\, MBA is the owner of Encover Personal Finance LLC\, a Registered Investment Advisor in Fremont\, CA. Sri began his career in Financial Planning after over 20 years of management and start-up experience in the Silicon Valley. He pursued his financial planning education through College for Financial Planning and passed the CFP® Board exam and Series-65 in 2017. His firm provides fee-only financial planning to professionals in the Bay Area who want to build\, grow and secure their financial future. He is a member of XY Planning Network\, FPA and NAPFA. \nKarla Rees\, CFP®\, EA\, has worked as an Associate Advisor at Wade Financial Advisory\, Inc. for the past three years and holds a BS in Business Administration with a concentration in accounting from San Jose State University.  Karla is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent\, enrolled to practice and to represent taxpayers before the IRS.  Karla completed the Personal Financial Planning Certificate program at UCSC Extension in 2015. She sat for the CFP® exam and the final parts of the EA exam in 2016.  Prior to changing careers to financial planning\, Karla worked as a corporate accountant in various roles/companies/industries for 20 years. \nJames Yi passed the CFP® exam in July of 2019 after completing the Certificate of Personal Financial Planning program at UCSC Silicon Valley Extension in December of 2018. He had been a business strategy and operations professional in the high-performance computer industry. He is seeking to build a new career in the financial planning field. \n 
URL:https://www.fpasv.org/event/october-2019-student-forum
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20191025
DTEND;VALUE=DATE:20191031
DTSTAMP:20190824T033924Z
CREATED:20190824T033924Z
LAST-MODIFIED:20190824T033924Z
UID:1545-1571961600-1572479999@www.fpasv.org
SUMMARY:October 2019 FPA Residency
DESCRIPTION:Overview:\n​​​What is FPA Residency program? \n​It a highly acclaimed\, intensive\, week-long\, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors\, program participants or residents spend their days role-playing and working through real-life financial planning scenarios.  \nWith the end goal of building the confidence and skills needed to create meaningful relationships with clients\, residents gain a deep understanding of how to “do” financial planning\, and more importantly\, what it means to “be” a financial planner for their clients. Additionally\, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board’s three-year requirement.  \nLocation: The Hyatt Regency Aurora – Denver Conference Center\, 13200 East 14th Place\, Aurora\, Colorado \nRegistration: https://www.onefpa.org/residency
URL:https://www.fpasv.org/event/october-2019-fpa-residency
LOCATION:The Hyatt Regency Aurora\, 13200 East 14th Place\, Aurora\, CO\, 80011\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20191016
DTEND;VALUE=DATE:20191019
DTSTAMP:20190521T122247Z
CREATED:20190521T122247Z
LAST-MODIFIED:20190521T122247Z
UID:1440-1571184000-1571443199@www.fpasv.org
SUMMARY:FPA Annual Conference 2019
DESCRIPTION:Overview:\nTBA \nLocation: Minneapolis Convention Center\, Minneapolis\, MN \nRegistration: Register here
URL:https://www.fpasv.org/event/fpa-annual-conference-2019
LOCATION:Minneapolis Convention Center\, 1301 2nd Ave S\, Minneapolis\, MN\, 55403\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191011T140000
DTEND;TZID=America/Los_Angeles:20191011T160000
DTSTAMP:20190919T064744Z
CREATED:20190717T145451Z
LAST-MODIFIED:20190919T064744Z
UID:1501-1570802400-1570809600@www.fpasv.org
SUMMARY:Ethics
DESCRIPTION:Overview:\nThis program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct\, which is effective October 1\, 2019. The goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. \nTOPIC: Ethics \nSpeaker: Curt Weil\, CFP® \nAbout the Speaker:\nOur presenter\, Curt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegistration: Click here \n 
URL:https://www.fpasv.org/event/ethics
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191011T113000
DTEND;TZID=America/Los_Angeles:20191011T133000
DTSTAMP:20190919T064829Z
CREATED:20181029T205021Z
LAST-MODIFIED:20190919T064829Z
UID:1112-1570793400-1570800600@www.fpasv.org
SUMMARY:October 2019 Chapter Meeting
DESCRIPTION:Overview:\nAmericans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But\, it is not just a lack of literacy holding Americans back. Behavioral biases and heuristics like narrow framing and loss aversion are also creating significant roadblocks. Learn how to incorporate best practices around behavioral finance techniques and technology to help achieve better evidence-based retirement outcomes for your clients. This presentation will show you how you can rewire the way your clients think about saving for retirement to spending in retirement. \n1.5 hours CFP CE has been granted for this session by the CFP Board. \n**Ethics for CFP® Professionals will be offered in a separate session at 2pm on October 11th.  If you would like to also register for Ethics\, it is $40 for members and $60 for non-members.  Registration for both Chapter Meeting and Ethics can be done simultaneously. \nTopic: Rewirement: Improving Retirement Income Client Outcomes By Embracing Behavioral Finance Best Practices. \nSpeaker: Jamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP® \nAbout The Speaker:\nJamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP®\, is the Director of Retirement Research at Carson Wealth and a Finance Professor of Practice at Creighton University’s Heider School of Business\, a former professor of Taxation at The American College\, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie is a Finance Professor of Practice at the Heider School of Business at Creighton University. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. His most recent book\, Rewirement: Rewiring The Way You Think About Retirement\, details the behavioral finance issues that hold people back from a more financially secure retirement. \nHe has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017\, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. \nFeatured Partner: Christina Gray\, Stonecrest \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegistration: Click here
URL:https://www.fpasv.org/event/october-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190926T163000
DTEND;TZID=America/Los_Angeles:20190926T180000
DTSTAMP:20190829T032448Z
CREATED:20181220T000915Z
LAST-MODIFIED:20190829T032448Z
UID:1189-1569515400-1569520800@www.fpasv.org
SUMMARY:NexGen Firm Tours
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a waitlist. \nOverview:\nTopic:  Have you ever wondered… \nWhat various roles are available within an RIA?  \nIf there was another way to run your financial planning practice? \nWhether you need to have a broker-dealer affiliation? \nAbout the challenges of joining an ensemble firm versus starting your own? \nIf you’ve ever asked yourself any of these questions\, the FPA Silicon Valley chapter NexGen group has scheduled a “Firm Tour” with two firms to help answer those questions plus any others you may have. We are opening this event to members and non-members. \nSpeaker: Ballast Point Financial Planning & Main Street Financial Planning. \nLocation: Main Street Financial Planning\, 340 Lorton Ave\, Suite 215\, Burlingame\, CA 94401 \nDate/Time:  Thursday\, September 26\, 2019\, 4:30 – 6:00 pm \nRegistration here
URL:https://www.fpasv.org/event/september-2019-nexgen-meeting
LOCATION:Main Street Financial Planning\, 340 Lorton Avenue\, Suite 215\, Burlingame\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190920T120000
DTEND;TZID=America/Los_Angeles:20190920T130000
DTSTAMP:20190824T042150Z
CREATED:20190727T030012Z
LAST-MODIFIED:20190824T042150Z
UID:1520-1568980800-1568984400@www.fpasv.org
SUMMARY:September 2019 Webinar
DESCRIPTION:Overview:\nTopic: TBA \nLocation: Online Only \nSpeaker/Featured Partner: Rich Dayton\, the Dayton Law Firm \nRegistration will open soon.
URL:https://www.fpasv.org/event/september-2019-webinar
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190913T113000
DTEND;TZID=America/Los_Angeles:20190913T133000
DTSTAMP:20190717T144213Z
CREATED:20181029T204648Z
LAST-MODIFIED:20190717T144213Z
UID:1110-1568374200-1568381400@www.fpasv.org
SUMMARY:September 2019 Chapter Meeting
DESCRIPTION:Overview:\nTopic: Wealth Management Strategies Using 529 Education Plans  \nWhy do advisors need to talk about investing in 529 plans?  Because investing in education for family members is only 2nd to retirement savings.  Learn the following from Mr. Stack’s presentation:  \n\nHow to plan and prepare as college costs continue to rise and how financial aid may or may not help families pay for college.  \nWhat are some of the federal income and estate tax laws that may affect college planning?  \nLast\, but not least\, what are the options available to clients when the money is not used for a designated beneficiary’s college?\n\nAbout the Speakers:\nChris Stack\, Esq.\, managing consultant\, Savingforcollege.com\, is a nationally recognized 529 authority\, experienced in educational finance.  He has been an attorney for more than 25 years\, licensed in New York and Pennsylvania\, with experience in finance\, investments and law relating to tax-advantaged products\, including Section 529\, since it became federal law in 1996.  \nAs a partner at a major New York law firm\, Mr. Stack advocated to his state clients the benefits of 529 programs and\, beginning in 1997\, served as the principal or participating author for several states’ legislation establishing 529 programs.  He assisted several states in implementing their 529 saving programs.  \nMr. Stack has been leading Savingforcollege.com LLC consulting and educational services since 2001.  Currently\, he advises and consults with states and investment companies and presents nationally to employers\, financial advisors\, accountants\, attorneys and actual investors on 529 plans.  He has participated in 529 programs for his two boys since 1997.   \nFeatured Partner: Scott Pyes\, Natixis \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegistration: Click here
URL:https://www.fpasv.org/event/september-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190822T173000
DTEND;TZID=America/Los_Angeles:20190822T200000
DTSTAMP:20190817T042208Z
CREATED:20181220T004118Z
LAST-MODIFIED:20190817T042208Z
UID:1203-1566495000-1566504000@www.fpasv.org
SUMMARY:8th Annual Bocce Event
DESCRIPTION:Don’t miss this annual event!  It’s a casual gathering where we split into groups to play bocce and socialize.  No experience necessary. Registration includes food\, two complimentary drinks and bocce.  Location is Campo di Bocce in Los Gatos. \nRegister early to get the best price!  Click here to register. \nThrough June 30th — $30 Member / $40 Non-Member\nJuly 1st – July 31st — $35 Member / $45 Non-Member\nAfter July 31st — $40 Member / $50 Non-Member \nSchedule for the evening is below. After 6:00 pm\, times are estimated. Heavy appetizers served throughout event beginning at 6:00 pm.**\n•5:30 pm — Sign in\, grab a drink and enjoy networking\n•6:00 pm — How to Play and First Round Begins\n•6:45 pm — Introduction of Team Captains/Sponsors\n•7:00 pm — Second Round Begins\n•7:45 pm — Winning Team Announced\n•8:00 pm — Event ends\, but you are welcome to stay and visit with other attendees. \nTeam Captain/Sponsor Opportunities Available: Click here for more information. \n  \nThank you to our event sponsors and team captains: \n\n \nChristina Gray\, Stonecrest \n \nMatt Beck\, American Century investments \n \nMichael Jones\, TD Ameritrade Institutional \n  \nhttps://www.openinvest.co  –  Mark Dickinson\, OpenInvest
URL:https://www.fpasv.org/event/8th-annual-bocce-event
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190808
DTEND;VALUE=DATE:20190812
DTSTAMP:20190322T145750Z
CREATED:20190322T145750Z
LAST-MODIFIED:20190322T145750Z
UID:1356-1565222400-1565567999@www.fpasv.org
SUMMARY:August 2019 Far West Round Up
DESCRIPTION:Overview:\nThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is held on the campus of UC Santa Cruz.  We eat in the cafeteria and we sleep in the dorms. The campus is beautiful\, the food is good (considering it’s cafeteria food)\, and the accommodations are a long shot from the Ritz. Needless to say\, this retreat is wildly popular in spite of its downscale venue. The appeal is the informal setting where planning practitioners can exchange ideas and have fun. \nLocation: UC Santa Cruz; Save the dates. \nRegistration: http://fpafarwestroundup.org/
URL:https://www.fpasv.org/event/august-2019-far-west-round-up
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190725T173000
DTEND;TZID=America/Los_Angeles:20190725T193000
DTSTAMP:20190620T030514Z
CREATED:20181220T002613Z
LAST-MODIFIED:20190620T030514Z
UID:1193-1564075800-1564083000@www.fpasv.org
SUMMARY:July 2019 NexGen Social
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. \nOverview:\nJoin our NexGen group for a social. \nLocation: Antonio’s Nut House\, 321 California St\, Palo Alto. We will meet near the taqueria. \nDate/Time: Thursday\, July 25\, 2019\, 5:30 – 7:30 pm \nRegister here
URL:https://www.fpasv.org/event/july-2019-nexgen-social
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190719T120000
DTEND;TZID=America/Los_Angeles:20190719T130000
DTSTAMP:20190620T033108Z
CREATED:20190322T144824Z
LAST-MODIFIED:20190620T033108Z
UID:1354-1563537600-1563541200@www.fpasv.org
SUMMARY:July 2019 Webinar
DESCRIPTION:Overview:\nPlease join Pete Klos of Natixis Investment Managers for a seminar designed to educate participants on the impact taxes can have on investments and the techniques that can be applied to maximize after-tax returns. The course also compares and contrasts the taxation of different investment vehicles\, and looks at the effects of recent tax code changes.  \nTopic: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing \nLocation: Online Only \nSpeaker: Pete Klos \nPeter Klos is a Portfolio Manager and Senior Vice President at Managed Portfolio Advisors®\, a division of Natixis Advisors\, L.P. His areas of focus include manager due diligence\, tax management\, and trade implementation. Mr. Klos started with the company in 2004. Prior to joining Natixis\, Mr. Klos worked at UBS in multiple roles within their managed account and private client groups. He has more than 16 years of investment management experience. Mr. Klos received his MBA from the Haas School of Business at the University of California\, Berkeley and a BS in finance from Villanova University. Mr. Klos is also a CFA® charterholder and member of the CFA Society of San Francisco. \nFeatured Partner: Scott Pyes\, Natixis \nRegister here
URL:https://www.fpasv.org/event/july-2019-webinar
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190712T113000
DTEND;TZID=America/Los_Angeles:20190712T133000
DTSTAMP:20190510T025755Z
CREATED:20181029T204451Z
LAST-MODIFIED:20190510T025755Z
UID:1108-1562931000-1562938200@www.fpasv.org
SUMMARY:July 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: Business Planning Beyond the Numbers\nSPEAKER: Teresa Riccobuono \nAttendees will learn what it takes to prepare a comprehensive business plan\, including the foundational pieces\, client service aspects\, client acquisition strategies\, as well as how to create a staff development plan. Then turn it all into an implementation plan\, including a list of actionable items assigned to team members with due dates. \n1.5 hours CE available pending approval by the CFP Board \nFeatured Partner: Mike Ryan\, Michael Ryan & Associates \nAbout the Speaker:\nTeresa started her career in 1997 as a financial advisor. Her career has evolved into a practice management and recruiting specialist for the industry. Teresa is a frequent contributor to Advisor Perspectives and an occasional contributor for Michael Kitces. She’s the Public Relations chair for our East Bay chapter. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nClick here to register
URL:https://www.fpasv.org/event/july-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190620T173000
DTEND;TZID=America/Los_Angeles:20190620T200000
DTSTAMP:20190601T040825Z
CREATED:20181220T003702Z
LAST-MODIFIED:20190601T040825Z
UID:1200-1561051800-1561060800@www.fpasv.org
SUMMARY:Triple Treat Networking Event
DESCRIPTION:Join FPASV\, CalCPA and Asian Pacific American Bar Association (APABA) for our annual Triple Treat Networking Event. \nDate: Thursday\, June 20\, 2019\, 5:30 pm \nLocation: Vault 164 Restaurant and Bar\, San Mateo \nRegistration: Click here
URL:https://www.fpasv.org/event/triple-treat-networking-event
LOCATION:Vault 164\, 154 South B Street\, San Mateo\, CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190611T173000
DTEND;TZID=America/Los_Angeles:20190611T200000
DTSTAMP:20181220T004605Z
CREATED:20181220T004605Z
LAST-MODIFIED:20181220T004605Z
UID:1205-1560274200-1560283200@www.fpasv.org
SUMMARY:Past Presidents Dinner
DESCRIPTION:Date: Tuesday\, June 11\, 2019\, 5:30 pm.
URL:https://www.fpasv.org/event/past-presidents-dinner
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190607
DTEND;VALUE=DATE:20190613
DTSTAMP:20190322T144446Z
CREATED:20190322T144446Z
LAST-MODIFIED:20190322T144446Z
UID:1351-1559865600-1560383999@www.fpasv.org
SUMMARY:June 2019 FPA Residency
DESCRIPTION:Overview:\n​​​What is FPA Residency program? \n​It a highly acclaimed\, intensive\, week-long\, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors\, program participants or residents spend their days role-playing and working through real-life financial planning scenarios.  \nWith the end goal of building the confidence and skills needed to create meaningful relationships with clients\, residents gain a deep understanding of how to “do” financial planning\, and more importantly\, what it means to “be” a financial planner for their clients. Additionally\, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board’s three-year requirement.  \nLocation: The Hyatt Regency Aurora – Denver Conference Center\, 13200 East 14th Place\, Aurora\, Colorado \nRegistration: https://www.onefpa.org/residency
URL:https://www.fpasv.org/event/june-2019-fpa-residency
LOCATION:The Hyatt Regency Aurora\, 13200 East 14th Place\, Aurora\, CO\, 80011\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190605
DTEND;VALUE=DATE:20190607
DTSTAMP:20190510T025628Z
CREATED:20190322T144032Z
LAST-MODIFIED:20190510T025628Z
UID:1349-1559692800-1559865599@www.fpasv.org
SUMMARY:June 2019 FPA Advocacy Day - Washington\, DC
DESCRIPTION:Overview:\nFPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession while displaying FPA’s strength as the largest membership association for CERTIFIED FINANCIAL PLANNER™ professionals. Plan for a high energy\, invigorating day that empower you to positively interact with policymakers to help advocate for issues that are crucial to practitioners of the financial planning community. Join us for our FPA Afternoon Symposium on Wednesday\, June 5th and our Advocacy Day on June 6th. Find out more by clicking the registration link. \nLocation: Washington D.C (more details to come) \nRegistration: https://www.onefpa.org/advocacy/Pages/FPA_Advocacy_Days.aspx \n 
URL:https://www.fpasv.org/event/june-2019-fpa-advocacy-day-washington-dc
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190602
DTEND;VALUE=DATE:20190605
DTSTAMP:20190322T143652Z
CREATED:20190322T143652Z
LAST-MODIFIED:20190322T143652Z
UID:1346-1559433600-1559692799@www.fpasv.org
SUMMARY:June 2019 FPA NexGen Gathering
DESCRIPTION:Overview:\nCome “Take Action Together” at Gathering 2019 in beautiful New Orleans\, a dynamic city full of culture\, history\, and exciting adventures! This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers\, colleagues and the FPA leadership in an intimate and free-flow setting. All members of the financial planning community are welcomed to join the conversation and experience the pulse\, passion and vision of the next generation of financial planners.  \nLocation: Loyola University\, New Orleans\, Louisiana \nRegistration: https://fpaactivate.org/gathering-2019/
URL:https://www.fpasv.org/event/june-2019-fpa-nexgen-gathering
LOCATION:Loyola University\, 6363 St Charles Ave\, New Orleans\, LA\, 70118\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190530T173000
DTEND;TZID=America/Los_Angeles:20190530T193000
DTSTAMP:20190406T194936Z
CREATED:20181220T000726Z
LAST-MODIFIED:20190406T194936Z
UID:1187-1559237400-1559244600@www.fpasv.org
SUMMARY:May 2019 NexGen Meeting
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. \nOverview:\nTopic:  Impact Investing \nSpeaker: Andrew Olig of Calvert Research and Management \nLocation: 700 South B Street\, Suite 200\, San Mateo \nDate/Time:  Thursday\, May 30\, 2019\, 5:30 – 7:30 pm \nRegister Here
URL:https://www.fpasv.org/event/may-2019-nexgen-meeting
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190528
DTEND;VALUE=DATE:20190530
DTSTAMP:20190322T142213Z
CREATED:20190322T142213Z
LAST-MODIFIED:20190322T142213Z
UID:1344-1559001600-1559174399@www.fpasv.org
SUMMARY:May 2019 FPA NorCal Conference
DESCRIPTION:Overview:\nTBA \nLocation: \nRegistration: http://www.fpanorcal.org/ \n 
URL:https://www.fpasv.org/event/may-2019-fpa-norcal-conference
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190518T130000
DTEND;TZID=America/Los_Angeles:20190518T163000
DTSTAMP:20190406T194339Z
CREATED:20190313T191557Z
LAST-MODIFIED:20190406T194339Z
UID:1288-1558184400-1558197000@www.fpasv.org
SUMMARY:May 2019 Financial Planning Day
DESCRIPTION:Overview:\nSave the date. Volunteers needed. To learn more or to volunteer click the link below \nVolunteer Registration
URL:https://www.fpasv.org/event/may-2019-financial-planning-day
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190510T113000
DTEND;TZID=America/Los_Angeles:20190510T133000
DTSTAMP:20190328T031904Z
CREATED:20181029T204017Z
LAST-MODIFIED:20190328T031904Z
UID:1106-1557487800-1557495000@www.fpasv.org
SUMMARY:May 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: Buy/Sell a Practice\nSPEAKER: Christine Sjolin\, VP. Strategic Development & Operations\, FP Transitions \nJoin us for an update on M&A activity on financial advisory practices\, and learn what trends are driving value growth overall. This presentation will include information from FP Transitions proprietary data\, including current deal structuring statistics as well as long-term insight from the valuation database. Attendees will receive an overview on what it takes to be successful in today’s marketplace and how to build a business with sustainable growth. Whether you’re interested in acquiring a practice or are preparing to sell\, this presentation will deliver valuable insights to develop your strategy and take the next steps. \nFeatured Partner: Chad Perbeck\, CIMA®\, Litman Gregory Asset Management \nAbout the Speaker:\nChristine Sjolin has 10 years’ experience in business management and strategic development for relationship-based businesses with emphasis on financial practices. She is an experienced consultant to small business owners. \nSince joining FP Transitions in 2011\, Christine has been one of the principal drivers behind the growth and success of the Equity Management System\, a program that now boasts approximately 2\,000 members and 20 independent Broker-Dealers and Custodians. Whether speaking\, publishing or helping advisors one-on-one\, she brings to her work at FP Transitions an enthusiasm and perspective befitting a seasoned traveler. \nChristine is a graduate of Oregon State University\, where she focused on European history and politics\, and participated in international study programs in France and the Czech Republic. She has completed post-graduate courses in taxation and accounting. As the VP of Strategic Development and Operations\, Christine is one of the chief architects of the FP Transitions vision and team. \nCost:\nEarly Registration $40.00 members $45.00 non- members.\nAt the door $60.00 for FPA members\, $65.00 non-members.
URL:https://www.fpasv.org/event/may-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190506
DTEND;VALUE=DATE:20190510
DTSTAMP:20190322T141139Z
CREATED:20190322T141139Z
LAST-MODIFIED:20190322T141139Z
UID:1341-1557100800-1557446399@www.fpasv.org
SUMMARY:May 2019 FPA Retreat
DESCRIPTION:Overview:\nMore Information Coming Soon \nLocation: Hilton La Jolla Torrey Pines\, 10950 North Torrey Pines Road\, La Jolla \nRegister: https://fparetreat.org/register-2019/
URL:https://www.fpasv.org/event/may-2019-fpa-retreat
LOCATION:Hilton La Jolla Torrey Pines\, 10950 North Torrey Pines Road\, La Jolla\, CA\, 92037\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190424T180000
DTEND;TZID=America/Los_Angeles:20190424T193000
DTSTAMP:20190322T133701Z
CREATED:20190322T133501Z
LAST-MODIFIED:20190322T133701Z
UID:1336-1556128800-1556134200@www.fpasv.org
SUMMARY:April 2019 FPA NextGen
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. \nOverview:\nTopic:  FPA NexGen Welcomes Morgan Housel \nSpeaker: Morgan Housel\, partner\, The Collaborative Fund and former columnist\, The Motley Fool and The Wall Street Journal \nMorgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers\, the New York Times Sidney Award\, a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism\, and the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award. \nLocation: Golden Gate University\, 536 Mission Street\, second floor\, San Francisco \nDate/Time: Wednesday\, April 24\, 2019\, 6:00 pm – 7:30 pm \nRegistration: Click Here
URL:https://www.fpasv.org/event/april-2019-fpa-nextgen
LOCATION:Golden Gate University\, 536 Mission Street\, 2nd Flr\, San Francisco\, CA\, 94105
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190412T113000
DTEND;TZID=America/Los_Angeles:20190412T133000
DTSTAMP:20190330T234125Z
CREATED:20181029T203815Z
LAST-MODIFIED:20190330T234125Z
UID:1104-1555068600-1555075800@www.fpasv.org
SUMMARY:April 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: The Era of Blockchain\nSPEAKER: Daniel Friedberg of Fenwick & West LLP \nBitcoin started with a white paper release on 10/31/2008 by Satoshi Nakamoto. Where are we 10 years later? What is cryptocurrency? What are the steps in the legal process of creating coins / tokens? Who are the regulator(s) involved and what are some of the governing securities laws that are applicable? What should financial advisors know about cryptocurrencies and blockchain technology so we can better advise and educate our clients on this topic? \nAccording to one of Dan’s talks\, “We are in the beginning of something that’s revolutionary. Most cryptocurrencies will fail\, but some will be astounding.” \nFeatured Partner: Greg Hacker\, Open Mortgage – Home Equity Retirement Specialist \nAbout the Speaker:\nDaniel Friedberg is an attorney at Fenwick & West LLP. He has more than 20 years of experience representing businesses in financial regulatory matters. Dan’s financial technology practice includes representation of companies that are money transmitters\, digital currency issuers and mobile payment providers. Dan also assists clients with issues involving lending matters\, electronic payments\, prepaid cards\, branded credit cards and virtual currencies. \nDan has also assisted many startup banks in obtaining federal and state charters\, and has advised such banks on operational and governance matters. Dan has close relationships with state and federal regulators\, including regulators at the Office of the Comptroller of Currency (OCC)\, State Banking Divisions and the Federal Deposit Insurance Corporation (FDIC). Dan has assisted financial clients with mergers and acquisitions\, bank holding company formation and use\, acquisition and ownership planning\, regulatory matters and compliance issues. \nDan’s practical approach is informed by his additional corporate background\, working with clients on formations of new venture entities\, securities filings\, private placements\, registered offerings\, mergers and acquisitions\, corporate and commercial finance\, joint ventures\, strategic alliances and corporate governance.​​ \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegister Here
URL:https://www.fpasv.org/event/april-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190329T120000
DTEND;TZID=America/Los_Angeles:20190329T133000
DTSTAMP:20190321T043545Z
CREATED:20190318T031345Z
LAST-MODIFIED:20190321T043545Z
UID:1303-1553860800-1553866200@www.fpasv.org
SUMMARY:March 2019 Brown Bag
DESCRIPTION:Brown Bags are lunchtime meetings with a focused topic and speaker\, typically attended by 10-12 people\, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members\, $25 for non members\, with attendees bringing a bag lunch. Pre-registration is required and attendance is limited to 12 based upon conference room space. \nOverview:\nTopic: A Creative Way for Millennials to Own a Home in the Bay Area \nSan Francisco Bay Area is one of the most expensive area where median home price in Santa Clara county is $1.37 million and yearly income required to afford it is $284\,000. This has become a crisis because few people have the ability to purchase a home and is especially challenging for first time buyers. \nA creative way called Equity Sharing is a potential solution for those who wish to own a home but not yet have the full capacity. The Equity sharing is a form of shared ownership between an occupant buyer and a non-occupying investor each contribute to the down payment\, occupier lives in the home\, keeps it up\, and makes the monthly payments\, and the two parties share the home appreciation. \nThis could be a win-win situation where investor does not worry about property management and the occupier is able to build equity that could not be achieved otherwise. However there are several considerations needs close evaluation such as ownership percentage\, possession\, financial contributions\, repair and improvement\, and owners’ rights at the end of the equity share. \nIn this brown bag meeting Stanley Tseng will examine this unique way of achieving the American Dream for many potential buyers. \nSpeaker:  Stanley Tseng\, Nova Financial Services\, Inc. \nStanley Tseng started his real estate career as a loan officer after ten years in high tech as an engineer. He worked with multiple new home builders as their preferred lender from 1993 to 2008\, gaining valuable insight and experience in dealing with new home purchases. In 2009 he started representing buyers as a real estate broker specializes in new home purchase and investment properties. Stanley has completed the Personal Financial Planning certificate program from UC Santa Cruz Extension in 2011 and is a CFP professional candidate\, he offers advice to his clients on all aspects of real estate investment. \nLocation: 1919 South Bascom Avenue\, Suite 100\, Campbell\, CA 95008 \nRegister here.
URL:https://www.fpasv.org/event/march-2019-brown-bag
LOCATION:Ameriprise Financial Services\, Inc.\, 1919 S. Bascom Avenue\, Suite 100\, Campbell\, CA\, 95008
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190328T173000
DTEND;TZID=America/Los_Angeles:20190328T193000
DTSTAMP:20190225T215556Z
CREATED:20181220T002903Z
LAST-MODIFIED:20190225T215556Z
UID:1195-1553794200-1553801400@www.fpasv.org
SUMMARY:March 2019 NexGen Social
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. \nOverview:\nJoin us for a NexGen happy hour.  RSVP is appreciated but not required. Walk-ins Welcome. \nLocation:  Antonio’s Nut House\, 321 S. California\, Palo Alto \nDate/Time:  Thursday\, March 28\, 2019\, 5:30 – 7:30 pm \nRSVP here.  There is no charge for this event. \n 
URL:https://www.fpasv.org/event/march-2019-nexgen-social-2
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
END:VEVENT
END:VCALENDAR