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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:MN
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:MN
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:MN
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:MN
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
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190315T120000
DTEND;TZID=America/Los_Angeles:20190315T130000
DTSTAMP:20190314T194203Z
CREATED:20190313T233828Z
LAST-MODIFIED:20190314T194203Z
UID:1300-1552651200-1552654800@www.fpasv.org
SUMMARY:March 2019 Webinar
DESCRIPTION:Overview:\nTOPIC: Using Option Strategies for Financial Planning Solutions \nFeatured Partner: Wendy Hales\, Innovative Portfolios\, LLC \nAbout the Speakers:\nJim Murphy of Innovative Portfolios\, LLC. will be our speaker. \nRegistration:\nClick here to register. \n  \n  \n 
URL:https://www.fpasv.org/event/march-2019-webinar
LOCATION:Online
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190213T113000
DTEND;TZID=America/Los_Angeles:20190213T133000
DTSTAMP:20181219T235541Z
CREATED:20180927T181920Z
LAST-MODIFIED:20181219T235541Z
UID:1043-1550057400-1550064600@www.fpasv.org
SUMMARY:Student Forum/Brown Bag - Surviving an Audit in Your Practice (CA)
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. \nSurviving an Audit of Your Practice (California)\n****Please join us in this collaborative session between the UCSCX In Silicon Valley’s PFP Student Forum Group\, and the FPASV’s Brown Bag Lunch team. A light lunch will be served. Registration is required and seating will be limited. Doors open at 11:30 am for networking.**** \nAll financial planners and wealth managers registered with either the State of California\, or for larger firms\, with the SEC\, face the prospect of a practice audit. This session is specifically focused on the State of California Department of Corporations audit process. For many\, the prospect of an audit brings feelings of trepidation and uncertainty\, especially for a first time audit. \nPlease join us at this interactive session where 2-3 practitioners will share their recent experiences with a Department of Corporations practice audit. Practitioners representing both an in-office audit\, and a paper audit will be on the panel. They will share information regarding the communication methods of auditors\, the process that it used to identify and gather the required information\, the access the auditors require to complete their assessment\, and even more importantly\, the process of communicating deficiencies and the expected resolution steps or process. \nThe panelists will share their learnings and suggestions for other practitioners to take steps now to prepare their practice\, as well as any recommendations to reduce the stress involved during the process. \nThis will be an interactive panel session\, with opportunities for questions from the audience. \nRegistration for this free event will be available soon at on this website and at www.ucsc.edu. Badges will be prepared for those registering for this event. Registration will close when we reach maximum capacity.Walk-ins may be restricted. \nClick here to register. \nPanelists:\nTeresa Scagliotti\, CFP®\, Principal\, Scagliotti & Associates\, has worked in the financial services industry for 24 years. She spent a very short period of time with a large insurance company but soon realized there was a lot more to this industry than just insurance. This led her to venture out and establish her own private practice while pursuing the CFP designation through the UCSC Extension program. Today her firm offers hourly financial planning to individuals and families\, and risk management services for her clients as well as to clients of other financial planning firms who do not offer this service. Teresa is a former instructor in the UCSC Extension program and served as President of the local FPA of Silicon Valley for 2 years as well as on a national committee with the Financial Planning Association. \nDr. Renée Snow\, Ph.D.\, CFP®\, EA has worked as a CERTIFIED FINANCIAL PLANNER™ for the past 20 years and has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in Accountancy and worked 8 years for a large regional CPA firm. While at the firm\, she prepared income taxes for clients and began pursuing her CFP® designation. Today\, Dr. Snow manages her own firm and specializes in tax planning\, asset management\, and the psychological aspects of wealth management. Dr. Snow is an associate professor at Sofia University\, formerly the Institute of Transpersonal Psychology\, where she teaches Transpersonal Finance\, Quantitative Research\, and Mixed Methods Research. She is also Chair of the Personal Financial Planning Program at the University of California Santa Cruz Extension and teaches the Practicum course. \nChris Wentzien\, CFP®\, CPA\, MBA\, Principal\, Natural Bridges Financial Advisors\, is the founder and principal of Natural Bridges Financial Advisors. He holds a BA in Economics from the University of California at Santa Barbara and an MBA from Westminster College. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant and Personal Financial Specialist (CPA/PFS). He is currently an instructor at the UCSC Extension Silicon Valley Personal Financial Planning Department and serves on the Board of Directors for the Alliance of Comprehensive Planners (ACP)\, a nationwide non-profit community for financial planners. As a former professional soccer player\, Chris is one of the founders of the Santa Cruz County FC Revolution\, a non-profit premier youth soccer club working with underserved children in Santa Cruz County.
URL:https://www.fpasv.org/event/student-forum-brown-bag-surviving-an-audit-in-your-practice-ca
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190208T113000
DTEND;TZID=America/Los_Angeles:20190208T133000
DTSTAMP:20190109T203227Z
CREATED:20181029T202835Z
LAST-MODIFIED:20190109T203227Z
UID:1100-1549625400-1549632600@www.fpasv.org
SUMMARY:February 2019 Chapter Meeting
DESCRIPTION:Overview:\nGetting Started with LinkedIn \nNote: Level of complexity is Intermediate; not beginner level. \nSocial networks are a time and cost-efficient way for financial advisors to market themselves. While social networks like Twitter and Facebook definitely have their place\, LinkedIn is by far the most valuable for planners and advisors. \nLinkedIn is now an all-in-one professional social media network because it allows users showcase their skills and experience\, create original content\, keep in touch with current clients and centers of influence as well as prospect new clients. If you want to make the most of your social media activity it should not be used just as a passive digital resume. \nIn this presentation Steve Fox will go over how to properly set up your LinkedIn account\, write a good summary\, develop your network\, create and personalize your content\, stay on top of mind with your connections\, and how to do prospecting and be creative with this powerful tool. \nAbout the Speaker:\nSteve Fox is a Regional Advisor Consultant in the Putnam Retail Management group. He is responsible for working with financial advisors in the San Francisco Bay Area to provide market and economic commentary\, as well as updates and insight on Putnam’s products and services. Steve Fox\, who holds Series 6\, 63\, 7\, and 65 licenses with FINRA\, has been in the investment industry since he joined Putnam in 2013. He holds a B.A. from Brown University in Business Economics. \nCost:\nEarly Registration thru February 4th – $40.00 members $60.00 non-members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \n 
URL:https://www.fpasv.org/event/february-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:20190131T173000
DTEND;TZID=America/Los_Angeles:20190131T193000
DTSTAMP:20181220T002101Z
CREATED:20181220T000027Z
LAST-MODIFIED:20181220T002101Z
UID:1184-1548955800-1548963000@www.fpasv.org
SUMMARY:January 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:  Estate Planning \nSpeaker: E.J. Hong \nLocation is 700 South B Street\, Suite 200\, San Mateo \nDate/Time:  Thursday\, January 31\, 2019\, 5:30 – 7:30 pm \nRegister Here. \nAbout the Speaker: \nE.J. Hong has been practicing law since 1990 and is a member of the State Bar of CA. She has practiced law in Washington\, D.C. and in CA. She earned her Law degree at Washington College of Law\, The American University\, Washington DC. E.J.’s professional experience includes being a clerk for a federal judge and a law firm in DC. E.J. is a Certified Specialist in Estate Planning\, Trust and Probate Law by the State Bar of California Board of Legal Specialization.
URL:https://www.fpasv.org/event/january-2019-nexgen-meeting
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190111T113000
DTEND;TZID=America/Los_Angeles:20190111T133000
DTSTAMP:20181205T215939Z
CREATED:20181029T202646Z
LAST-MODIFIED:20181205T215939Z
UID:1098-1547206200-1547213400@www.fpasv.org
SUMMARY:January 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act\nSPEAKER: Mike Morales\, CPA\, MST \nThe 2017 Tax Cuts and Jobs Act changes many of the tax planning conversations planners have with clients and introduces new ones. Instead of reviewing all the changes of the tax law at a high level\, our speaker Mike Morales will dig into some of the more interesting tax planning conversations that arise from the tax law changes and give us specific tax planning ideas to keep in mind when discussing those topics. Specific topics to be covered include Schedule A itemized deductions\, Section 199A Qualified Business Income deduction\, as well as other changes.  Register Here. \nObjective: Learn how to update and evolve the tax planning help you provide your clients in light of the new tax law.\nLevel of Complexity: Intermediate \n1.5 hours CFP CE has been granted for this session by the CFP Board. \nAbout the Speaker:\nMr. Morales joined Buchanan & Reed as a Manager in October 2014. Mr. Morales has been working in public accounting since 2005\, and has been a certified public accountant since 2011. He provides excellent personal service to clients in areas such as accounting assistance\, tax compliance\, tax planning\, and financial planning for Corporations\, S-Corporations\, Limited Liability Companies\, Limited Liability Partnerships\, Partnerships\, Trusts\, Proprietorships and Individuals. \nCost:\nEarly Registration thru January 7th: $40.00 members and first time visitors / $60.00 non-members.\nAt the door $60.00 for FPA members / $75.00 non-members.
URL:https://www.fpasv.org/event/january-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=UTC:20181214T160000
DTEND;TZID=UTC:20181214T180000
DTSTAMP:20181029T200741Z
CREATED:20180103T090848Z
LAST-MODIFIED:20181029T200741Z
UID:587-1544803200-1544810400@www.fpasv.org
SUMMARY:December 2018 Chapter Meeting & Holiday Social
DESCRIPTION:Overview:\nJoin us for our annual meeting where we elect the 2019 Board of Directors\, recognize our volunteers and enjoy time together. Comedy Sportz will provide entertainment you won’t want to miss! \nHeavy appetizers and desserts will be served. Limited wine and beer selections will be available. \nNote the meeting time will be 4:00 – 6:00 pm. \nClick here to register. \nAbout Comedy Sportz: \nTwo teams of players compete in an improv match for laughs and points\, with a referee getting suggestions from the audience and calling fouls. Each show is different\, with different players\, different games\, and different audiences supplying new suggestions. The fans judge the scenes\, and decide the winners and losers. And who knows\, an audience member might even make it up on stage! \nAs Silicon Valley’s longest-running show\, Comedy Sportz has been named Editor’s Choice by The Wave Magazine as well as Best Comedy Venue and Best Local Theatre by the Metro’s Best of the Silicon Valley. If you liked TV’s Whose Line Is It Anyway\, you’ll love ComedySportz! \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members.
URL:https://www.fpasv.org/event/december-2018-chapter-meeting-holiday-social
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20181129T173000
DTEND;TZID=UTC:20181129T193000
DTSTAMP:20181030T195022Z
CREATED:20180107T032903Z
LAST-MODIFIED:20181030T195022Z
UID:609-1543512600-1543519800@www.fpasv.org
SUMMARY:November 2018 NexGen Meeting
DESCRIPTION:FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. 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:\nThis month Russell Kroeger\, CFP®\, EA will be presenting “Building Your Own Practice.” \nLocation is 700 South B Street\, Suite 200\, San Mateo \nDate/Time:  Thursday\, November 29\, 5:30 – 7:30 pm \nRegister Here.
URL:https://www.fpasv.org/event/november-2018-nexgen-social
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20181117T100000
DTEND;TZID=America/Los_Angeles:20181117T133000
DTSTAMP:20180925T190003Z
CREATED:20180925T190003Z
LAST-MODIFIED:20180925T190003Z
UID:1028-1542448800-1542461400@www.fpasv.org
SUMMARY:Financial Planning Day - November 17\, 2018\, Redwood City Library
DESCRIPTION:Financial Planning Day – November 17\, 2018\, Redwood City Public Library\nHelp members of our community by providing complimentary one to one financial planning advice at the Redwood City Public Library. Please note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be). \nTo volunteer – http://govoluntr.com/events/2607 \nLocation:  Redwood City Public Library\, 1044 Middlefield Rd.\, Redwood City \nDate/Time: Saturday\, November 17\, 10:00 am – 1:30 pm (some volunteer shifts begin at 9:30 am – see registration link)
URL:https://www.fpasv.org/event/financial-planning-day-november-17-2018-redwood-city-library
LOCATION:Redwood City Public Library\, 1044 Middlefield Rd\, Redwood City\, CA\, 94063
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20181109T113000
DTEND;TZID=UTC:20181109T133000
DTSTAMP:20181029T191608Z
CREATED:20180103T090729Z
LAST-MODIFIED:20181029T191608Z
UID:585-1541763000-1541770200@www.fpasv.org
SUMMARY:November 2018 Chapter Meeting
DESCRIPTION:Overview:\nFrank Paré\, CFP®\, 2018 FPA President\, and Evelyn Zohlen\, CFP®\, 2018 FPA President-Elect\, will visit our chapter for our November Chapter Meeting. Please join us to welcome them and hear the latest happenings with FPA as they share what FPA is working on at the national level and how it translates to the chapter level and its members. Your questions and comments are welcome during this interactive session. \nFeatured Partner: Christina Gray\, Stonecrest \nRegister Here. \nAbout the Speakers:\nFrank Paré\, CFP® currently serves on the board of directors as the volunteer president for the Financial Planning Association®. Paré started his career over 22 years ago and is in a private practice in Oakland\, California. Paré currently serves on the boards of the FPA – East Bay Chapter and the Personal Financial Planning Board at the University of California at Berkeley. He has also served on the Public Policy Council for the CFP Board in Washington\, D.C. For his work\, Paré was honored in 2011 with the FPA Heart of Financial Planning Award and in 2012 with the FPA Leadership in Action Award. \nEvelyn M. Zohlen\, CFP® currently serves as volunteer president-elect for the Financial Planning Association®. Zohlen is the founder of Inspired Financial\, LLC – a fee-only wealth management practice that specializes in serving women in transition in southern California. Prior to founding Inspired Financial\, she was a Relationship Manager at The Vanguard Group. Zohlen is past chair of the FPA of California. She is on the Advisory Board for the Center for Investments and Wealth Management at the University of California at Irvine and has served in a variety of community leadership roles including the Board of Directors for WomanSage. Prior to entering the financial services profession\, Zohlen served as an intelligence officer in the United States Air Force. She is married with three terrific “bonus” children. \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/november-2018-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:20181107T173000
DTEND;TZID=America/Los_Angeles:20181107T193000
DTSTAMP:20181108T013148Z
CREATED:20180915T064936Z
LAST-MODIFIED:20181108T013148Z
UID:1018-1541611800-1541619000@www.fpasv.org
SUMMARY:November 2018 Welcome Wednesday
DESCRIPTION:Join us after work for a casual chapter social and networking event – Welcome Wednesday!  Socialize with FPA members and meet our current board members to learn more about FPA of Silicon Valley and our volunteer opportunities. \nWednesday\, November 7\, 2018.  5:30 – 7:30 pm.  Appetizers provided\, no host bar. \nLocation: Vino Vino\, 199 S. Murphy\, Sunnyvale \nRSVP Here. Appetizers provided.  No host bar.
URL:https://www.fpasv.org/event/november-2018-welcome-wednesday
LOCATION:Vino Vino\, 199 S. Murphy Ave\, Sunnyvale\, CA\, United States
END:VEVENT
END:VCALENDAR