May 2019 NexGen Meeting
2019-05-30 17:30 - 19:30 (America/Los_Angeles) | Abacus Wealth Partners, 700 South B Street, Suite 200, San Mateo, CA, 94401, United States
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.
Overview:
Topic: Impact Investing
Speaker: Andrew Olig of Calvert Research and Management
Location: 700 South B Street, Suite 200, San Mateo
Date/Time: Thursday, May 30, 2019, 5:30 – 7:30 pm
Register Here

June 2019 FPA NexGen Gathering
2019-06-02 - 2019-06-04 | Loyola University, 6363 St Charles Ave, New Orleans, LA, 70118, United States
Overview:
Come “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.
Location: Loyola University, New Orleans, Louisiana
Registration: https://fpaactivate.org/gathering-2019/

June 2019 FPA Advocacy Day - Washington, DC
2019-06-05 - 2019-06-06
Overview:
FPA 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.
Location: Washington D.C (more details to come)
Registration: https://www.onefpa.org/advocacy/Pages/FPA_Advocacy_Days.aspx

June 2019 FPA Residency
2019-06-07 - 2019-06-12 | The Hyatt Regency Aurora, 13200 East 14th Place, Aurora, CO, 80011, United States
Overview:
​​​What is FPA Residency program?
​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.
With 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.
Location: The Hyatt Regency Aurora – Denver Conference Center, 13200 East 14th Place, Aurora, Colorado
Registration: https://www.onefpa.org/residency

Past Presidents Dinner
2019-06-11 17:30 - 20:00
Date: Tuesday, June 11, 2019, 5:30 pm.

Triple Treat Networking Event
2019-06-20 17:30 - 20:00 | Vault 164, 154 South B Street, San Mateo, CA
Join FPASV, CalCPA and Asian Pacific American Bar Association (APABA) for our annual Triple Treat Networking Event.
Date: Thursday, June 20, 2019, 5:30 pm
Location: Vault 164 Restaurant and Bar, San Mateo
Registration: Click here

July 2019 Chapter Meeting
2019-07-12 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Overview:
TOPIC: Business Planning Beyond the Numbers
SPEAKER: Teresa Riccobuono
Attendees 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.
1.5 hours CE available pending approval by the CFP Board
Featured Partner: Mike Ryan, Michael Ryan & Associates
About the Speaker:
Teresa 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.
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.
Click here to register

July 2019 Webinar
2019-07-19 12:00 - 13:00
Overview:
Please 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.
Topic: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing
Location: Online Only
Speaker: Pete Klos
Peter 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.
Featured Partner: Scott Pyes, Natixis
Register here

July 2019 NexGen Social
2019-07-25 17:30 - 19:30 | Antonio’s Nut House, 321 California Ave, Palo Alto, CA, 94306
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.
Overview:
Join our NexGen group for a social.
Location: Antonio’s Nut House, 321 California St, Palo Alto. We will meet near the taqueria.
Date/Time: Thursday, July 25, 2019, 5:30 – 7:30 pm
Register here

August 2019 Far West Round Up
2019-08-08 - 2019-08-11 | UC Santa Cruz, 1156 High St, Santa Cruz, CA, 95064, United States
Overview:
The 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.
Location: UC Santa Cruz; Save the dates.
Registration: http://fpafarwestroundup.org/

8th Annual Bocce Event
2019-08-22 17:30 - 20:00 | Campo di Bocce, 565 University Ave, Los Gatos, CA, 95032
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.
Register early to get the best price! Click here to register.
Through June 30th — $30 Member / $40 Non-Member
July 1st – July 31st — $35 Member / $45 Non-Member
After July 31st — $40 Member / $50 Non-Member
Schedule for the evening is below. After 6:00 pm, times are estimated. Heavy appetizers served throughout event beginning at 6:00 pm.**
•5:30 pm — Sign in, grab a drink and enjoy networking
•6:00 pm — How to Play and First Round Begins
•6:45 pm — Introduction of Team Captains/Sponsors
•7:00 pm — Second Round Begins
•7:45 pm — Winning Team Announced
•8:00 pm — Event ends, but you are welcome to stay and visit with other attendees.
Team Captain/Sponsor Opportunities Available: Click here for more information.

Thank you to our event sponsors and team captains:

Christina Gray, Stonecrest

Matt Beck, American Century investments

Michael Jones, TD Ameritrade Institutional

https://www.openinvest.co – Mark Dickinson, OpenInvest

September 2019 Chapter Meeting
2019-09-13 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Overview:
Topic: Wealth Management Strategies Using 529 Education Plans
Why 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:

How to plan and prepare as college costs continue to rise and how financial aid may or may not help families pay for college.
What are some of the federal income and estate tax laws that may affect college planning?
Last, but not least, what are the options available to clients when the money is not used for a designated beneficiary’s college?

About the Speakers:
Chris 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.
As 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.
Mr. 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.
Featured Partner: Scott Pyes, Natixis
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.
Registration: Click here

September 2019 Webinar
2019-09-20 12:00 - 13:00
Overview:
Topic: TBA
Location: Online Only
Speaker/Featured Partner: Rich Dayton, the Dayton Law Firm
Registration will open soon.

NexGen Firm Tours
2019-09-26 16:30 - 18:00 | Main Street Financial Planning, 340 Lorton Avenue, Suite 215, Burlingame, CA, 94401, United States
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a waitlist.
Overview:
Topic: Have you ever wondered…
What various roles are available within an RIA?
If there was another way to run your financial planning practice?
Whether you need to have a broker-dealer affiliation?
About the challenges of joining an ensemble firm versus starting your own?
If you’ve ever asked yourself any of these questions, the FPA Silicon Valley chapter NexGen group has scheduled a “Firm Tour” with two firms to help answer those questions plus any others you may have. We are opening this event to members and non-members.
Speaker: Ballast Point Financial Planning & Main Street Financial Planning.
Location: Main Street Financial Planning, 340 Lorton Ave, Suite 215, Burlingame, CA 94401
Date/Time: Thursday, September 26, 2019, 4:30 – 6:00 pm
Registration here

October 2019 Chapter Meeting
2019-10-11 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Overview:
Americans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But, it is not just a lack of literacy holding Americans back. Behavioral biases and heuristics like narrow framing and loss aversion are also creating significant roadblocks. Learn how to incorporate best practices around behavioral finance techniques and technology to help achieve better evidence-based retirement outcomes for your clients. This presentation will show you how you can rewire the way your clients think about saving for retirement to spending in retirement.
1.5 hours CFP CE has been granted for this session by the CFP Board.
**Ethics for CFP® Professionals will be offered in a separate session at 2pm on October 11th. If you would like to also register for Ethics, it is $40 for members and $60 for non-members. Registration for both Chapter Meeting and Ethics can be done simultaneously.
Topic: Rewirement: Improving Retirement Income Client Outcomes By Embracing Behavioral Finance Best Practices.
Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®
About The Speaker:
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Director of Retirement Research at Carson Wealth and a Finance Professor of Practice at Creighton University’s Heider School of Business, a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie is a Finance Professor of Practice at the Heider School of Business at Creighton University. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. His most recent book, Rewirement: Rewiring The Way You Think About Retirement, details the behavioral finance issues that hold people back from a more financially secure retirement.
He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.
Featured Partner: Christina Gray, Stonecrest
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.
Registration: Click here

Ethics
2019-10-11 14:00 - 16:00 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Overview:
This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct, which is effective October 1, 2019. The goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning.
TOPIC: Ethics
Speaker: Curt Weil, CFP®
About the Speaker:
Our presenter, Curt Weil, CFP®, is a long-time veteran of the profession, past President and frequent presenter in Ethics.
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.
Registration: Click here

FPA Annual Conference 2019
2019-10-16 - 2019-10-18 | Minneapolis Convention Center, 1301 2nd Ave S, Minneapolis, MN, 55403, United States
Overview:
TBA
Location: Minneapolis Convention Center, Minneapolis, MN
Registration: Register here

October 2019 FPA Residency
2019-10-25 - 2019-10-30 | The Hyatt Regency Aurora, 13200 East 14th Place, Aurora, CO, 80011, United States

October 2019 Student Forum
2019-10-25 12:00 - 13:30 | UCSC Extension, 3175 Bowers Avenue, Santa Clara, CA, 95054, United States
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.

Topic: Preparing for the CFP®Exam

Overview:
The CFP® exam seems a mystery. You hear it is “hard”. The PFP courses provide a foundation, but most students need more preparation before attempting to pass the 6-hour exam that is taken electronically. Are you looking for more on the exam details, how to prepare for it, experiences with the prep classes and words of advice?
In this session, we will hear from four recent test takers on their experiences. This is an opportunity to learn from former students who were in your shoes a few scant months ago. You will hear a candid assessment of the areas where they felt unprepared, feedback on the prep classes that they took, strategies they used and some hints for the exam day. The panelists will introduce themselves and speak about their exam experience prior to opening the session up for a general question and answer period. Come with your questions!!
The room opens for networking at 11:30am.
Panelists: Dave Crook, Karla Rees, CFP®, EA, Sridhar (Sri) Krishnan, BS, MBA, James Yi.
Location: UCSC Extension, Santa Clara
Registration: Click here to register
Panelist Bios:
Dave Crook is an alum of the UCSCX PFP program and a CFP® certificant, having passed the exam in late 2017. He is currently working on accruing hours needed for the credential. His background is somewhat unconventional, with degrees in engineering and many years spent in the local high tech industry in a HR/recruiting role — combining the analytic and the interpersonal, which has proved useful in his early work with clients.
Sridhar (Sri) Krishnan, BS, MBA is the owner of Encover Personal Finance LLC, a Registered Investment Advisor in Fremont, CA. Sri began his career in Financial Planning after over 20 years of management and start-up experience in the Silicon Valley. He pursued his financial planning education through College for Financial Planning and passed the CFP® Board exam and Series-65 in 2017. His firm provides fee-only financial planning to professionals in the Bay Area who want to build, grow and secure their financial future. He is a member of XY Planning Network, FPA and NAPFA.
Karla Rees, CFP®, EA, has worked as an Associate Advisor at Wade Financial Advisory, Inc. for the past three years and holds a BS in Business Administration with a concentration in accounting from San Jose State University. Karla is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, enrolled to practice and to represent taxpayers before the IRS. Karla completed the Personal Financial Planning Certificate program at UCSC Extension in 2015. She sat for the CFP® exam and the final parts of the EA exam in 2016. Prior to changing careers to financial planning, Karla worked as a corporate accountant in various roles/companies/industries for 20 years.
James Yi passed the CFP® exam in July of 2019 after completing the Certificate of Personal Financial Planning program at UCSC Silicon Valley Extension in December of 2018. He had been a business strategy and operations professional in the high-performance computer industry. He is seeking to build a new career in the financial planning field.

October 2019 Financial Planning Day
2019-10-26 13:00 - 16:00
Overview:
Location is Redwood City Library, 1044 Middlefield Rd, Redwood City, CA. Volunteer registration is now open for CFP® and logistics volunteers.
Volunteer Registration

November 2019 Chapter Meeting
2019-11-08 16:00 - 18:00 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
*Please note the time for this meeting is 4:00 – 6:00 pm.
Topic: Economic Update – More Growth Ahead in 2020
Speaker: Bryce Gill, Economic Analyst – First Trust
Featured Partner: Todd Barney, Invesco
Overview:
With a record-long bull market and the recent inversions in the yield curve, worries about a coming recession have been weighing on investors’ minds. Add in escalating trade tensions which are throwing even more uncertainty into the mix, and it’s hard to know what’s on the horizon for the US economy.
However, First Trust continues to believe the fundamentals of the economy remain sound. Yield curve inversions aren’t the reliable signal they used to be due to massive intervention by central banks since 2008. Moreover, while trade tensions have undermined the growth-boosting incentives surrounding the Trump Administration’s Tax cuts, on net the private sector is still coming out ahead.
The strength of the US consumer, and the resiliently strong labor market, should continue to drive economic growth despite the slowdown abroad. And while there will always be negative trends to highlight, our favorite recession early warning signals continue to point to a healthy economy in 2020.
Following the speaker presentation, join us for “Business & Beverages”, a cocktail social with our partners who will be sharing best practices and business solutions. Hors d’oeuvres will be served.
Location: Maggiano’s Little Italy
About the Speaker:
Mr. Gill is a member of the economics team at First Trust Portfolios and is based in the Austin, TX office. He is a graduate of Miami University in Ohio with a B.A. in Economics. He is currently pursuing an MBA at the McCombs School of Business at The University of Texas at Austin.
Cost:
Early Registration $40.00 members and first-time attendees. $60.00 non-members
At the door $60.00 for FPA members, non-members and first-time attendees.
Registration: Click here

November 9th 2019 Financial Planning Day
2019-11-09 12:00 - 16:00 | San Mateo Public Library, 55 W 3rd Ave, San Mateo, CA, United States
Overview:
Location is San Mateo Library, 55 W 3rd Ave. San Mateo, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers.
Volunteer Registration

November 2019 FPA Chapter Leaders Conference
2019-11-15 - 2019-11-17
Overview:
TBA
Location: TBA
Registration: TBA

November 2019 Webinar
2019-11-15 12:00 - 13:00
Overview:
Topic: Capital Gains Tax Deferral and Avoidance Strategies
Mike Ryan will present multiple alternatives to paying long-term capital gains taxes on appreciated assets. The presentation will focus primarily in the real estate space, yet will describe how you can apply in some circumstances to personal property.
Learning Objective: Gain a basic grasp of different Capital Gains tax deferral and avoidance strategies, including the differences / comparisons between them.
1.0 hour CFP CE available for this session pending approval by the CFP Board.
Location: Online Only
Speaker: Mike Ryan
Mike Ryan of Michael Ryan & Associates will be our presenter. Mike is a mortgage broker with over 20 years of experience.
Featured Partner: Mike Ryan, Michael Ryan & Associates
Registration: Click here
This webinar is open to FPA members only. For information about FPA membership, click here or call 800-322-4237.

November 16th 2019 Financial Planning Day
2019-11-16 13:00 - 16:00 | Menlo Park Library, 800 Alma Street, Menlo Park, CA, 94025, United States
Overview:
Location is Menlo Park Library, 800 Alma Street, Menlo Park, CA. Volunteer registration is now open for CFP® and logistics volunteers.
Volunteer Registration

November 2019 NexGen Social
2019-11-21 17:30 - 19:30 | Antonio’s Nut House, 321 California Ave, Palo Alto, CA, 94306
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.
Overview:
Please join us for the last NexGen gathering of 2019 when we get together for a social.
Location: Antonio’s Nut House, Palo Alto
Date/Time: Thursday, November 21, 2019, 5:30 – 7:30 pm
Registration: Click here

December 2019 Chapter Meeting & Holiday Social
2019-12-13 16:00 - 18:00 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Overview:
Join us for our annual meeting where we elect the 2020 Board of Directors, recognize our volunteers and enjoy time together.
The Murder Mystery Co. will provide interactive entertainment you won’t want to miss!
Heavy appetizers and desserts will be served. Limited wine and beer selections will be available.
About the Speakers:
More information will be posted soon.
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.
Registration: Click Here

January 2020 Chapter Meeting
2020-01-10 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Overview:
The tax law changes in late 2017 reshuffled the tax planning landscape. We will begin our discussion with the big picture (observations and trends from the 2018 filing season and beyond), then move to specific issues with a business taxation deep dive (including case studies with business owners), and finish with common considerations and planning recommendations for our clients.
Topic: Business Taxation: Advising Clients Effectively in the New Environment
Speaker: Meredith Johnson, CPA, CFP®
Featured Partner: TBA
Location: Maggiano’s Little Italy
About the Speaker:
Meredith Johnson, CPA, CFP®, has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development, and Public Policy Analysis and Advocacy.

Meredith currently serves on the Board of the California Society of CPAs (CalCPA) and is the First Vice President of the CalCPA San Francisco chapter. She received her bachelor’s degree from Whitman College and her MS degree in Taxation from Golden Gate University. She is an active member of the FPA San Francisco chapter, serving on the Pro Bono Committee and the Financial Planning Day Steering Committee. She also gives back to her local community through her work with non-profits — as a site manager, volunteer, and financial coach for Tax-Aid in San Francisco (a public charity assisting low income taxpayers with their returns), and as a manager for One Brick (helping connect volunteers to each other and the worthy causes which need their time and energy).
Cost:
Early Registration $45 FPA members, $70 Non-members, $25 Students.
At the door $65.00 for FPA members, $85 Non-members, $35 Students.
Registration: Click Here

FPA of Silicon Valley Symposium - Vision 2020
2020-02-13 09:00 - 15:00 | Franklin Templeton, 1 Franklin Pkwy #960, San Mateo, CA, 94403, United States
Symposium Snapshot
The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, planners serious about gaining a clear vision for their practices will attend this premiere event. Financial professionals will be offered the opportunity to learn how to relate to their clients who are preparing for their aging cycle individually along with how to develop language that resonates with all of their clients, no matter their investing stage. Attendees will hear from one of Franklin Templeton’s top executives on the pulse of 2020, and throughout the day, will be offered the opportunity to earn essential continuing education credits. All of this would not be complete without ample time to network with other professionals and FPA chapter partners. Begin 2020 with a clear vision and register for the FPA Silicon Valley Symposium – Vision 2020.
Mark your calendar and sign up today! Get valuable information and 5 CE hours in one day. Price also includes lunch.
Early Bird Registration has been extended to January 10th!
Registration: Click Here
$99 for FPA members and $169 for Non-Members
After January 10th: $149 for FPA members and $219 for Non-Members
On the Itinerary – 5 Hours CFP® CE

The Solo Ager Client – Sara Zeff Geber, Ph.D., Certified Retirement Coach
Learn who & what a solo ager is and how to identify their specific aging needs. Gain insights into how they view their social networks and their influences on a solo ager’s quality of life. Also, be informed of how to gauge what’s important to them in their planning process and how to encourage facilitating critical conversations with their social network for the solo ager’s well-being.
Market Update – Mike Reed, Franklin Templeton
Priceless – The Meaning of Value – Todd Barney CIMA®, CPWA®, VP – Sr. Advisor Consultant, Invesco
Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value? The research from a 6-month study by Invesco Consulting and Maslansky + Partners uncovered new “cries” from investors and resonating responses from advisors when defending, defining and delivering value.
Divorce, Financially Speaking – Karen Sparks, CDFA™, JD, Divorce Financial Strategists™
Lunch, snacks and beverages will be provided. There will be ample time for networking with other planners and valuable chapter partners.
Questions? Contact Susan Adams at execdirector@fpasv.org.

February 2020 Student Forum
2020-02-26 12:00 - 13:30 | UCSC Extension, 3175 Bowers Avenue, Santa Clara, CA, 95054, United States
Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter. These meetings are not open to the general public.

Topic: Working with Affiliated Professionals

Overview:
Financial Planning is not an “individual sport”. It requires regular collaboration and consultation with other affiliated professionals in order to deliver the best comprehensive results to your clients. For this session, we have invited 3 affiliated professionals, and one CFP® to address the following points:

Building a professional network
How the affiliated professionals work with Financial Planners and vice versa
Common mistakes or oversights that they see Financial Planners make
Other suggestions or tips on working with Affiliated Professionals

The panelists will introduce themselves and speak about their practices and how they engage with others. The session will then open up for a general question and answer period. Come with your questions!!.
Panelists:Tracy Cook, CPA; Richard C. Dayton, J.D., Founder of the Dayton Law Firm; Jesse Dogillo, CFP®, CLU®, ChFC®, AEP®, Founder of Bay Area Financial Advisers; Lavina Nagar, CFP®, President and Founder, Maya Advisors, Inc.
Location: UCSC Extension in Silicon Valley (3175 Bowers Avenue, Santa Clara)
Registration: Click here to register. Badges will be prepared for those registering for this event. Walk-ins may be restricted. Lunch is not provided, though attendees are welcome to bring a brown bag lunch.
Panelist Bios:
Tracy Cook is a licensed CPA, and has worked with medium to high net worth clients in Silicon Valley since 1999 working for three notable CPA firms in the Bay Area before starting her own firm in 2015 specializing in individual, estate and trust income tax preparation and court/trust accounting. In addition to her work at CPA firms, Tracy formerly taught the individual income tax course for the Personal Financial Planning Program and later the Certified Public Accounting Program at the University of California Santa Cruz Extension. Tracy has her B.S. in Accounting from San Jose State University with a minor in Vocal Performance. During her time at San Jose State University, she was a member of the Choraliers during their 1995 European tour and took part in international choral competitions. She is an avid San Francisco Forty Niner fan and loves attending professional sporting events and traveling.
Richard C. Dayton, J.D., is the Founder of the Dayton Law Firm in San Jose. Rich has been practicing estate planning, trust, and probate law since 1998. As a respected leader in his field, Rich has addressed professional groups, charitable organizations, and the public on topics related to advanced planning and tax savings. In 2004, Rich was certified as a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He teaches estate planning in the Personal Financial Planning Program for prospective CFP®s at the University of California, Santa Cruz Extension Silicon Valley. He is a member of a number of different professional organizations, including the American Bar Association, the California Bar Association, The National Academy of Elder Law Attorneys among others. Rich is a retired lieutenant colonel of the United States Army Reserve. In addition to his law career, he previously served as a senior software engineering manager for IBM.
Jesse Dogillo, CFP®, CLU®, ChFC®, AEP®, has been a financial service professional since 1988 and has a private practice in Silicon Valley. He also provides expert witness litigation support and consulting, including financial counseling and education to current U.S. military service members through the Department of Defense. He enjoys teaching and is the Risk Management instructor at UCSC. Jesse serves as president for the Santa Clara County Estate Planning Council and was appointed by the California insurance commissioner to serve in his administration as a member of the Curriculum Board, which oversees education for brokers and develops standards for providers and instructors. He was formerly on the national board of the Society of Financial Service Professionals. His hobbies include sabre fencing at Stanford Fencing Club – his top result was CA State Champion and Silver Medal Vet-40 National Championships. Jesse enjoys bocce ball, golf and sailing on the SF Bay.
Lavina Nagar, CFP®, President and Founder, Maya Advisors, Inc. Financial planning is a second career for Lavina. Before founding Maya Advisors, she worked on solutions for investment banks and other global financial institutions. She founded Maya Advisors when faced with a life transition herself. It made her realize the importance of a trusted professional when life gets overwhelming. Someone who cares, and can also provide guidance with professional objectivity. This realization has impacted her decision on whom to serve. The focus of her practice is people undergoing life transitions. She believes it is an honor and a responsibility, and tries her best to serve her clients with integrity, and accountability. Lavina is an active member of the Financial Planning Association (FPA). She has served on the board of Silicon Valley chapter of FPA as its Treasurer for three years and volunteers regularly for Financial Planning Days.
