BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Financial Planning Association of Silicon Valley - ECPv6.16.5.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Financial Planning Association of Silicon Valley
X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Los_Angeles
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20170312T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20171105T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20180311T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20181104T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20190310T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20191103T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20200308T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20201101T090000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:UTC
BEGIN:STANDARD
TZOFFSETFROM:+0000
TZOFFSETTO:+0000
TZNAME:UTC
DTSTART:20170101T000000
END:STANDARD
END:VTIMEZONE
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
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20181103T120000
DTEND;TZID=America/Los_Angeles:20181103T160000
DTSTAMP:20180925T185521Z
CREATED:20180925T185359Z
LAST-MODIFIED:20180925T185521Z
UID:1026-1541246400-1541260800@www.fpasv.org
SUMMARY:Financial Planning Day - November 3\, 2018
DESCRIPTION:Financial Planning Day – November 3\, 2018\, San Mateo Library\nHelp members of our community by providing complimentary one to one financial planning advice at the San Mateo 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/2614 \nLocation:  San Mateo Public Library\, 55 W. 3rd Ave.\, San Mateo \nDate/Time: Saturday\, November 3\, 12:00 – 4:00 pm (some volunteer shifts begin at 11:30 am – see registration link)
URL:https://www.fpasv.org/event/financial-planning-day-november-3-2018
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20181014T130000
DTEND;TZID=America/Los_Angeles:20181014T163000
DTSTAMP:20180925T185000Z
CREATED:20180925T185000Z
LAST-MODIFIED:20180925T185000Z
UID:1023-1539522000-1539534600@www.fpasv.org
SUMMARY:Financial Planning Day - October 14\, 2018
DESCRIPTION:Financial Planning Day – October 14\, 2018\, Sunnyvale Library\nHelp members of our community by providing complimentary one to one financial planning advice at the Sunnyvale 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/2613 \nLocation:  Sunnyvale\, Public Library\, 665 W Olive Ave\, Sunnyvale \nDate/Time: Sunday\, October 14th\, 1:00 – 4:30 pm (volunteer shifts begin at 12:30/12:45 pm – see registration link)
URL:https://www.fpasv.org/event/financial-planning-day-october-14-2018
LOCATION:Sunnyvale LIbrary\, 665 W Olive Ave\, Sunnyvale\, CA\, 94086
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20181012T113000
DTEND;TZID=UTC:20181012T133000
DTSTAMP:20181004T195929Z
CREATED:20180103T090637Z
LAST-MODIFIED:20181004T195929Z
UID:583-1539343800-1539351000@www.fpasv.org
SUMMARY:October 2018 Chapter Meeting
DESCRIPTION:Performance Excellence:\nAsset Acquisition Success Through Community Involvement and Philanthropic Planning\nOverview:\nPlease note that the session information has been updated.  This session will focus on philanthropic planning. Advisors will gain from this session: \n– How to help clients fulfill their charitable / philanthropic intents by creating a “Family Giving Plan”.\n– How to be a Family Wealth Management Advisor through philanthropic planning with clients.\n– How to create events that honor clients and the charities they support.\n– How to be involved in their community. \nSession Objective:  Philanthropic planning \n1.5 hours CE has been granted by the CFP Board for this session. \nRegister Here. \nAbout the Speaker:\nSusan E. Kay is a vice president and a director of business development at MFS Fund Distributors\, Inc.\, a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 25 years. \nSusan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS\, she has traveled extensively\, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves\, how they maintain visibility\, how they treat their clients to a consistent five-star experience\, how they get referrals effortlessly and how they have essentially created raving fans out of their clients. \nSusan has lectured widely and is frequently invited to speak on a variety of topics\, ranging from developing a client-centric practice and exceeding client expectations to marketing oneself effectively. She shares ideas that develop strong generational reach and tactics that create unparalleled five-star experiences\, lectures on using community involvement as a driver for acquiring new clients\, highlights strategies for engaging clients in philanthropic planning and reveals tactics that lead to success in marketing to women. She is known for her competence and experience in developing practice strategies in the industry. Susan is a 13-year member of the National Speakers Association. \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/october-2018-chapter-meeting-marketing
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:20181011T140000
DTEND;TZID=America/Los_Angeles:20181011T160000
DTSTAMP:20180915T064457Z
CREATED:20180915T064457Z
LAST-MODIFIED:20180915T064457Z
UID:1016-1539266400-1539273600@www.fpasv.org
SUMMARY:October 2018 Firm Tour
DESCRIPTION:Join us for our last Financial Firm Tour for 2018.  This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell (in the Pruneyard).  Space is limited; pre-registration is required.  Sign up here. \nParking: Parking is free; open parking has 2-hour limits; the parking structure in the back is unlimited. \nHave you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? \nIf you’ve ever asked yourself any of these questions\, the FPA of Silicon Valley has arranged RIA tours this year to give chapter members an inside look into successful firms. Each firm has graciously offered to open up their offices and their staff to share their experiences. Come prepared with questions! \nFirm tours are open only to current FPA members\, whether new to the profession or long-established in their financial planning careers. \nTo learn about FPA membership or to join\, click here.
URL:https://www.fpasv.org/event/october-2018-firm-tour
LOCATION:Ameriprise Financial Services\, Inc.\, 1919 S. Bascom Avenue\, Suite 100\, Campbell\, CA\, 95008
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20181003T120000
DTEND;TZID=America/Los_Angeles:20181003T133000
DTSTAMP:20180820T030611Z
CREATED:20180711T225310Z
LAST-MODIFIED:20180820T030611Z
UID:934-1538568000-1538573400@www.fpasv.org
SUMMARY:Student Forum: A Day in the Life of a Financial Planner
DESCRIPTION:Meeting Overview\nStudent 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.  \nUpcoming Meeting \nDate and Time:  Wednesday\, October 3rd\, 2018\, 12:00 – 1:30 pm \nLocation:           UCSC Extension in Santa Clara (3175 Bowers Avenue) \nTopic:                  A Day in the Life of a Financial Planner \nPanelists:           Russ Blahetka D.B.A.\, CFP®\, Renata Carico\, CFP®\, Michael Gray\, CFP®\, Ph.D.\n \nMeeting Overview\nAs students\, we spend our time learning about the financial planning framework\, studying rules and metrics\, and using our calculators to solve problems.  Case studies are the closest that we come to being a financial planner.  But\, what is it like to actually be a planner?  What are their primary tasks?  What does a “Day in the Life” look like? \nIn this session\, we will hear from a few panelists representing different business models discuss tasks such as: conducting new client introduction meetings\, gathering client data and records\, preparing a plan for a client\, rebalancing portfolios\, researching methods and resources\, taking time for professional networking\, etc. \nThis session is expected to be interactive with audience questions guiding the session.  Please bring your questions for an interesting and dynamic event! \nClick here to register for this free event.  Badges will be prepared for those registering for this event.  Walk-ins may be restricted.  Networking begins at 11:30 am. \nPanelist Bios\nRuss Blahetka D.B.A.\, CFP® is the founder and Managing Director of Vestnomics Wealth Management\, LLC. Dr. Blahetka has been a financial advisor since 2002. Previous to this\, he worked as an international consultant and trainer in the area of data communications and networking. He is an instructor at the UC Santa Cruz Extension where he teaches in the CFP® programs. When not working with clients or students he enjoys his HAM radio hobby. He currently holds an Amateur Extra license and is interested in Software Defined Radio (SDR) and digital mode operations. \nRenata Carico\, CFP® graduated from the University of Illinois\, Urbana-Champaign with a B.S. degree in Metallurgy and Mining Engineering in 1986. She worked in the high tech and medical industries for more than 25 years before she began her career in the financial industry in 2012. She currently works at a well-known national brokerage firm as a Vice President – Financial Consultant. Renata holds Series 7\, 66 and Insurance licenses. She earned her CFP® designation in May 2016. \nMichael Gray\, CFP®\, Ph.D. is a CERTIFIED FINANCIAL PLANNER™ Professional at Family CFO\, Inc.\, where he aims to connect people with investment solutions\, working to understand his clients’ life stories and current circumstances before developing financial strategies that best address their needs. Michael considers it a privilege to work with his clients\, and he enjoys establishing strong\, long-lasting relationships with them based on mutual trust. Michael earned a bachelor’s degree from Williams College\, and a Ph.D. in Cognitive Science from the University of California-San Diego. He has completed the Certificate Program in Personal Financial Planning at the University of California Santa Cruz\, holds a NASAA Series 65 license for investment advisors and is a member of the Silicon Valley chapter of the Financial Planning Association. When not helping clients\, you might find Michael playing with his 2 boys and family\, running\, swimming or meditating.
URL:https://www.fpasv.org/event/student-forum-a-day-in-the-life-of-a-financial-planner
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180927T173000
DTEND;TZID=UTC:20180927T193000
DTSTAMP:20180820T031050Z
CREATED:20180107T032635Z
LAST-MODIFIED:20180820T031050Z
UID:606-1538069400-1538076600@www.fpasv.org
SUMMARY:September 2018 NexGen Social
DESCRIPTION:FPA NexGen is a community for FPA members 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. \n\nJoin us for a social on September 27th at Antonio’s Nut House in Palo Alto from 5:30 – 7:30 pm.  RSVP here to let us know you are planning to attend.  Walk-ins welcome.
URL:https://www.fpasv.org/event/september-2018-nexgen-social
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20180927T140000
DTEND;TZID=America/Los_Angeles:20180927T160000
DTSTAMP:20180725T164215Z
CREATED:20180711T192151Z
LAST-MODIFIED:20180725T164215Z
UID:930-1538056800-1538064000@www.fpasv.org
SUMMARY:September 2018 Firm Tour
DESCRIPTION:Join us for our 2nd Financial Firm Tour for 2018.  This firm tour will be hosted by Aspire Planning Associates\, a fee-only independent RIA with three Bay Area offices. This tour will be located at their Cupertino office.  Space is limited; pre-registration is required.  Sign up here. \nHave you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? \nIf you’ve ever asked yourself any of these questions\, the FPA of Silicon Valley has arranged RIA tours this year to give chapter members an inside look into successful firms. Each firm has graciously offered to open up their offices and their staff to share their experiences. Come prepared with questions! \nFirm tours are open only to current FPA members\, whether new to the profession or long-established in their financial planning careers. \nTo learn about FPA membership or to join\, click here.
URL:https://www.fpasv.org/event/september-2018-firm-tour
LOCATION:Aspire Planning Associates\, 19925 Stevens Creek Blvd\, Suite 100\, Cupertino\, CA\, 95014\, United States
ORGANIZER;CN="":MAILTO:execdirector@fpasv.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180914T113000
DTEND;TZID=UTC:20180914T133000
DTSTAMP:20180719T003959Z
CREATED:20180103T090409Z
LAST-MODIFIED:20180719T003959Z
UID:580-1536924600-1536931800@www.fpasv.org
SUMMARY:September 2018 Chapter Meeting
DESCRIPTION:Overview:\nTo Think\, Feel\, Act\, and Learn Like a Financial Planner – A presentation 50 years in the making!\nOur profession traces its roots back to a confab in Chicago in 1969—we’ve come a long way since then and the best is yet to come! Review the highlights of the evolution of our profession as Dave Yeske address the Pillars of our Profession—the Vision (to Think)\, our Values (to Feel)\, the Fiduciary Role (to Act) and Developing our Body of Knowledge (to Learn). He’ll delve into what it means to be a profession and to earn a living as a professional. \nWith a firm foundation of our history in everyone’s mind\, he’ll then lead us on an exploration of the future of the profession—identifying both the challenges and the opportunities that lie ahead. \nClick here to register. \nAbout the Speaker:\nDr. Dave Yeske\, CFP® has been practicing financial planning since 1990. Dave has been named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including\, The Wall Street Journal\, The New York Times\, Businessweek and more. He has written feature articles for several publications and is also the Practitioner Editor of the Journal of Financial Planning. Dave has appeared on CBS\, CNBC\, CNN and NBC News. \nHe holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business\, where he is director of the University’s financial planning program. \nDave is a past Chair of the Financial Planning Association (US) and currently sits on the Board of Trustees of the Foundation for Financial Planning. Dave served as Chair of the Financial Planning Association PAC from 2005-06 and chaired FPA’s Research Center Team and its Academic Advisory Council. Dave received FPA’s Heart of Financial Planning award in 2012. \nIn October 2017\, he was awarded the prestigious P. Kemp Fain\, Jr. Award\, the Financial Planning profession’s lifetime achievement award. \nCost:\nEarly Registration (Through September 10th) $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/september-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=UTC:20180816T173000
DTEND;TZID=UTC:20180816T200000
DTSTAMP:20180712T002428Z
CREATED:20180314T032252Z
LAST-MODIFIED:20180712T002428Z
UID:759-1534440600-1534449600@www.fpasv.org
SUMMARY:Annual Bocce Event
DESCRIPTION:7th Annual Bocce Event\nJoin FPA of Silicon Valley on Thursday\, August 16th for this annual event filled with lots of laughter\, fun\, food and competition.  No bocce experience required!  FPA Members\, allied professionals and prospective members are encouraged to attend this social event. \nSave the date and Register Here.  Price increases closer to the event\, so be sure to register early.  Registration will include bocce\, food\, and 2 adult beverages. \nInformation about this event: \nThursday\, August 16th\, 5:30 – 8:00 pm   Doors open at 5:30 pm.  First ball thrown at 6:00 pm. \nLocation:  Campo di Bocce\, Los Gatos \nRegistration: \nThrough June 15th $25 Member / $35 Non-Member\nJune 16th – July 31st $30 Member / $40 Non-Member\nAfter July 31st $35 Member / $45 Non-Member \nTeam Sponsorships available.  Find out more here about being a team captain/sponsor. \nThanks to our current team captains/sponsors:
URL:https://www.fpasv.org/event/annual-bocce-event
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180726T173000
DTEND;TZID=UTC:20180726T193000
DTSTAMP:20180712T001603Z
CREATED:20180107T032251Z
LAST-MODIFIED:20180712T001603Z
UID:603-1532626200-1532633400@www.fpasv.org
SUMMARY:Cancelled:  July NexGen Event - Building Your Own Practice
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. \nThis Event Has Been Cancelled.\n  \n  \n 
URL:https://www.fpasv.org/event/july-nexgen-event-building-your-own-practice
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180713T140000
DTEND;TZID=UTC:20180713T160000
DTSTAMP:20180526T030831Z
CREATED:20180526T024720Z
LAST-MODIFIED:20180526T030831Z
UID:874-1531490400-1531497600@www.fpasv.org
SUMMARY:CFP® Ethics - July 2018
DESCRIPTION:Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday\, July 13th.  Curt Weil\, CFP® will once again be the presenter. \nTo register for Ethics click here. \nTo register for both Ethics and the Chapter Meeting\, click here. \nAttendance at the Chapter Meeting is not required to attend the Ethics session. \nPricing for Ethics: \n\n$40 Members\n$60 Non-Members
URL:https://www.fpasv.org/event/cfp-ethics-july-2018
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:20180713T113000
DTEND;TZID=UTC:20180713T133000
DTSTAMP:20180526T030633Z
CREATED:20180103T090306Z
LAST-MODIFIED:20180526T030633Z
UID:578-1531481400-1531488600@www.fpasv.org
SUMMARY:July 2018 Chapter Meeting
DESCRIPTION:Overview:\nCrucial Estate Planning Issues for Elders:   Powers of Attorneys\, Long-Term Care Planning\, and Medi-Cal\nAre your clients or loved ones age 60 or older\, and concerned about being able to afford long-term care in the home or elsewhere? Are they concerned about the government coming after their home or assets if they enroll in Medi-Cal to help pay for health care or long-term skilled nursing? This session will debunk myths about Medi-Cal and long-term care options\, highlight real risks\, and explain how estate planning documents can protect the client’s family. We will also cover special issues for married\, unmarried\, and same-sex couples. \n1.5 hours CFP CE is available for this session pending approval by the CFP Board. \nFeatured Partner is Scott Pyes of Natixis. \nAbout the Speaker:\nAlma Soongi Beck is a partner in the Trusts and Estates Group of Lakin Spears\, LLP and is certified by the State Board of Legal Specialization as a specialist in estate planning\, trust and probate law. \nPrior to joining Lakin Spears\, Alma was principal and founding attorney of The Beck Law Group\, P.C. Alma’s estate planning practice focuses on revocable living trusts\, wills\, and powers of attorney\, which includes Medi-Cal and long-term care planning\, IRA Inheritance Trusts\, and beneficiary controlled irrevocable trusts. For unmarried and same-sex couples\, she also offers consultations on the legal and tax implications of domestic partnership\, marriage\, and property co-ownership. Alma also assists individuals and families with trust administration\, probate\, and other post-death administration of property. \nAlma regularly conducts public and private seminars on a variety of estate planning topics such as marriage\, domestic partnership\, estate planning and property issues for lesbian\, gay\, bisexual\, transgender (LGBT) individuals\, couples and families\, as well as Medi-Cal\, long-term care and IRA Inheritance Trust planning. \nCost:\nEarly Registration through July 9th: $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nIf you must cancel\, we cannot give refunds after Tuesday\, July 10th. \nRegister here.
URL:https://www.fpasv.org/event/july-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=UTC:20180621T173000
DTEND;TZID=UTC:20180621T193000
DTSTAMP:20180619T061839Z
CREATED:20180308T055650Z
LAST-MODIFIED:20180619T061839Z
UID:736-1529602200-1529609400@www.fpasv.org
SUMMARY:Triple Treat Networking Event with APABA and CalCPA
DESCRIPTION:Join us for this annual social.  FPA of Silicon Valley\, Asian Pacific American Bar Association and CalCPA are the hosts of this annual social\, a Triple Treat for all those who attend! \nRegister by June 14th for only $10/members\, $20/non-members to enjoy appetizers and a beverage on us. Walk-in and late registrations are welcome at an additional $10 fee.  Click here to register. \nMisc. Information: *Event attendees will each receive one drink ticket for a complimentary drink on us. All additional beverages will be no host bar. \nParking: There is ample street parking and several nearby public garages. \nEvent Location: Vault 164\, 154 South B Street\, San Mateo \nTime: 5:30 pm \nThis event is co-hosted by: \n        \nWe thank our sponsors for contributing their support for this event!  Current sponsors are Risk Strategies and Financial Women of San Francisco.  Additional sponsorships are available.  Click here to sponsor.
URL:https://www.fpasv.org/event/triple-treat-networking-event-with-apaba-and-calcpa
LOCATION:Vault 164\, 154 South B Street\, San Mateo\, CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180531T173000
DTEND;TZID=UTC:20180531T193000
DTSTAMP:20180501T045630Z
CREATED:20180107T031835Z
LAST-MODIFIED:20180501T045630Z
UID:600-1527787800-1527795000@www.fpasv.org
SUMMARY:May 2018 NexGen Event - Virtual vs In-Person Relationships
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:\nJoin us for our May NexGen Event.  Jackie Keinman and Landan Lovall will be discussing challenges and opportunities of virtual versus in-person relationships. \nClick here to register. \nAbout the Speakers:\nJackie Kleinman\, CFP® and Landon Lovall\, CFP® \nCost:\n$10 per person.
URL:https://www.fpasv.org/event/may-2018-nexgen-event
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
END:VCALENDAR