November 16th 2019 Financial Planning Day
2019-11-16 13:00 - 16:00 (America/Los_Angeles) | 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.

February 2020 NexGen Meeting
2020-02-28 17:30 | 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: Diversity & Inclusion
Speaker: Cameo Roberson, AAMS®
Location: Abacus Wealth Partners, 700 South B Street, Ste 200, San Mateo
Date/Time: Thursday, February 27, 2020, 5:30 – 7:30 pm
Speaker Bio: Cameo Roberson has harnessed her experience working in the financial planning profession (over 15 years) into an innovative practice management and financial advisory practice serving financial advisors and women who want to launch into entrepreneurship. In 2017, she co-founded and co-chairs the National Association of Personal Financial Advisors (NAPFA) Diversity & Inclusion initiative. She is currently the PR/Communications Director for the Financial Planning Association, FPA Silicon Valley Chapter, Conference Committee Member for the FPA NorCal Conference and San Francisco Regional Delegate for Females & Finance (F&F), a dynamic group that supports women and male allies working in financial services.
To learn more about Cameo’s background, please visit: https://www.atlasparkco.com/meet-cameo/
Registration: Click here to register

7th Annual Advocacy Day in Sacramento
2020-03-10 07:00 - 16:00 | State Capitol, 1315 10th Street, Sacramento, CA, 95814, United States
Overview:
Tuesday, March 10 marks our seventh annual Advocacy Day in Sacramento! We invite you to join your fellow FPA members from around the state for a day on the “Hill,” sponsored by FPA of California. This is your opportunity to meet with your elected representatives to discuss some of the Legislation, Policy Issues and Practices that are most important to you in the practice of your profession.
Advocacy Day is our largest and most attended advocacy event of the year. Participation from FPA members has more than doubled in recent years from 14 in 2014 to 32 members in 2019, and we anticipate even more attendance this year. As a coalition, we continue to build lasting relationships at all levels of government including members from the office of the Department of Business Oversite, Insurance Commissioner, State Treasurer and State Controller.
Location: State Capitol, 1315 10th Street, Sacramento, CA 95814
Registration: Click here

March 2020 Chapter Meeting
2020-03-13 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Due to increasing concerns about Coronavirus, our executive committee decided to cancel our chapter meeting this Friday, March 13, 2020.
We will work with Dr. Jim McCabe to reschedule his presentation to potentially be held at our November 13, 2020 chapter meeting.
Meals will be prepared for Friday’s meeting as planned but will be donated to a local shelter. Maggiano’s has been very understanding of the situation and was very happy for the opportunity to prepare food for donation.
We apologize for any inconvenience this change causes but hope you will join us at a future event.
Overview:
When an individual is suffering from diminished capacity, she is exposed to a number of risks, including: elder abuse, undue influence and physical harm. As an advisor, what do I do? Are there limits in terms what I can and can’t do without creating liability for myself and my practice? How do I approach this difficult conversation with my client? When can I share information with other stakeholders? Are there resources in the community to assist clients and their families in these situations?
Topic: Advising Clients Effectively in the New Environment. What to do About Aging Clients and Diminished Capacity.
Speaker: Dr. Jim McCabe
Featured Partner: Mike Sukle, NFP
Location: Maggiano’s Little Italy
About the Speaker:
Dr. Jim McCabe is the President of Eldercare Resources, a geriatric care management company that specializes in eldercare and case management services. Over a period of more than 30 years, Dr. McCabe has assisted hundreds of families with planning in the areas of eldercare and long term care planning.
Jim was a member of FPA for a number of years and at one time served on the Board of The Financial Planning Association in Phoenix, Arizona. He has been a frequent presenter to the FPA and has consulted extensively with estate planning professionals, attorneys, and financial advisors. Some of his clients have included: Cisco Systems, Harris Trust and The Federal Reserve Bank.
Dr. McCabe also lectures at University of California, Berkeley and San Jose State University
He holds Masters Degrees from the University of Hawaii and earned his PhD at the University of California, Berkeley. Jim and his wife Deborah make their home in Pleasanton, CA
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 to register

April 2020 Chapter Meeting
2020-04-10 12:00 - 13:00 | CA, United States
Overview:
Join us to hear the “state of the long-term care planning industry”. How do you deal with the elephant in the room – a LTCI policy rate increase. Hear LTCI specialist, Cindy Eisenhower provide a comprehensive planning framework for utilizing the right long-term care insurance product (including possibly life insurance with a care rider).
Topic: Successfully Navigate Long-term Care Planning for your Clients.
Speaker: Cindy Eisenhower, CLTC, Director of Long-term Care Sales Your Long-term Care Home
Featured Partner: Mike Ryan, Michael Ryan & Associates
Location: Online
About the Speaker:
Cindy Eisenhower is a successful Long-Term Care sales professional. For the past year Cindy has owned and operated her own long-term care brokerage and worked legislatively with the State of California on long-term care legislative changes. Cindy works with Genworth, Transamerica, Assurity USA , LifeSecure, The Guardian, One America, Nationwide and Mutual of Omaha. Cindy previously represented John Hancock as a National Training Director. Prior to John Hancock she represented MetLife as the Director of Long Term Care for their Western Region where she increased sales in her territory by 277%. Prior to that she represented New York Life Insurance Company as their Pacific Zone Wholesaler for Long Term Care.
Cost: $20 Members, $10 Students, $30 Non-Members
Register Here

May 2020 Chapter Meeting Webinar
2020-05-08 12:00 - 13:00 | CA, United States
Topic: Recent Developments in Estate Planning for Special Needs Families
Overview:
As we encounter an increasing number of special needs issues with our clients, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients. Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues: Does my client need a stand-alone or testamentary special needs trust? How should a trust be drafted so that pre-tax retirement accounts can be “rolled over” into the trust? How does one “establish” a special needs trust? What is the difference between a first-party and third-party special needs trust? What is an ABLE account and why should a disabled beneficiary have one? What is a limited conservatorship and how does it work? We look forward to seeing you there!
Level of Complexity is Intermediate
1.0 hour CFP CE has been granted for this session by the CFP Board.
Speaker: Ellen Cookman
Featured Partner: Keith Kaag, Hines
Location: Online Only
About the Speaker:
Ellen Cookman is the owner of Cookman Law, PC in Palo Alto, California. Ellen is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. She received her J.D. from UC Berkeley School of Law, and her LL.M. in Estate Planning, Trust and Probate from Golden Gate University. Ellen lives in East Palo Alto with her husband, two sons (one with special needs), and a boxer-pit bull mix named Ulysses.
Cost:
Early Registration $20 FPA members, $30 Non-members, $10 Students.
Registration: Click here

Virtual Networking Social
2020-05-21 16:30 - 17:30
Overview:
Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are going for you, your business, and your clients.
Location: Online
Date/Time: Thursday, May 21, 2020, 4:30 – 5:30 pm
Registration: Click here

June 2020 Student Forum
2020-06-05 11:50 - 13:30 | CA, 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: Webinar Topic

Overview:
What does money mean to you? Please join us for this dynamic session where Dr. Renée Snow will present two different worldviews of the “Meaning of Money”, and our relationship with the same. She will present a unique view of the Time Value of Money, and will delve into some of the traditional Western Wealth Philosophies, such as the Protestant Work Ethic, and how these have informed Western Capitalism, and have created some individual and societal challenges. She will then share some Eastern Philosophies – Vedas, Buddhism, and Jainism, and some of the associated life practices as related to finances and money. There will be learnings that you can share with your clients, and help guide them towards a better balanced relationship with their wealth and finances. There will be time for questions, and some interactive discussion about practical applications.
We hope that this session will take place physically at the UCSC-Extension in Silicon Valley. If community guidelines prohibit large gatherings, we will try and make alternate arrangements.

Speaker:Dr. Renée Snow, CFP®, EA
Location: Online
Registration: Click here to register. Registration for this event is free. Registration will close on June 3, 2020.
Speaker Bio:
Renée Snow, Ph.D., CFP®, EA, a registered principal and investment advisor representative, has worked as a Certified Financial Planner® for the past 20 years. She has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in accountancy and worked eight years for a large regional CPA firm. She manages her own firm and specializes in tax planning, asset management, and the psychological aspects of wealth management. As a financial planning instructor at UCSC Extension, she grounds students in the philosophy of economics while giving them the practical tools to work in the financial services industry. The focus of her research has been an inquiry into the ancient texts of Buddhism, Hinduism, and Jainism as they apply to financial management. Snow has published works in the areas of leadership and behavioral finance. She currently serves as chair of the Personal Financial Planning Certificate Program Advisory Board for UCSC Extension.

Virtual Networking Social “Members Helping Members"
2020-06-25 16:30 - 17:30
Overview:
Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are going for you, your business, and your clients.
Location: Online
Date/Time: Thursday, June 25, 2020, 4:30 – 5:30 pm
Registration: Click here

July 2020 Chapter Meeting - Online Only
2020-07-10 12:00 - 13:00
Overview:
Dialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies.
Topic: Dialogue of Volatile Markets
Speaker: Chris Jeppesen, First Trust
Featured Partner: Josh Wineriter, TD Ameritrade Institutional
Location: Online Only
About the Speaker:
Chris Jeppesen is Chief of Advisor Consulting at First Trust. For more than 20 years, Chris has been giving financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. He is dedicated to finding and investing his efforts in creative ways to help financial advisors grow their practices. Chris has coached a select group of advisors and collaborates with business development areas of firms with long-standing relationships with First Trust.
The Advisor Playbook (co-authored by Chris Jeppesen) is the culmination of his years of practice management in assisting financial advisors to achieve success through these proven methods and strategies. Chris received his BS in Finance from Northern Illinois University.
Cost:
Early Registration $20 FPA members, $30 Non-members, $10 Students.
Registration: Click here

July Ethics
2020-07-10 14:00 - 16:00
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.
Registration: Click here

July 2020 Member Webinar Series
2020-07-15 12:00 - 12:40
Overview:
Join Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile, content strategy, reaching out to COIs and even how to find them.
FPASV is happy to offer this webinar to FPA members.
To learn more about membership, contact Member Services at 800-322-4237 or memberservices@onefpa.org.
Topic: Ready, set, plan! Improve your LinkedIn networking skills for today, tomorrow and beyond.
Speaker: Cameo Roberson, AAMS®
Location: Online
Date/Time: Wednesday, July 15th, 2020, 12:00- 12:40 PM
Registration: Click here

31st Annual FPA Far West Roundup
2020-08-06 - 2020-08-07
Overview:
The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz.
In response to the COVID-19 precautions currently in effect Far West Roundup has chosen to move to an online format for 2020. We’ll circle the wagons of our screens Woopin’ & a-Hollerin’ across the prairies of cyberspace. Far West Roundup will continue in unbroken tradition as a place where thought leaders come for inspiration, camaraderie and learning. We are eager to welcome all to this year’s “Virtual Roundup”! Yippie Ki Yay!
This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.
Topic: 31st Annual FPA Far West Roundup
Speaker: TBA
Featured Partner: TBA
Location: TBA
About the Speaker:
TBA
Cost:
TBA
Registration: Click here

August 2020 Member Webinar Series
2020-08-12 12:00 - 12:40
Overview:
Join Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile, content strategy, reaching out to COIs and even how to find them.
FPASV is happy to offer this webinar to FPA members.
To learn more about membership, contact Member Services at 800-322-4237 or memberservices@onefpa.org.
Topic: Ready, set, plan! Improve your LinkedIn networking skills for today, tomorrow and beyond.
Speaker: Cameo Roberson, AAMS®
Location: Online
Date/Time: Wednesday, August 12th, 2020, 12:00- 12:40 PM
Registration: Click Here

August 2020 Member Webinar Series
2020-08-25 12:00 - 12:40
Overview:
Join Todd Barney, our chapter’s president-elect, who will share information on how to create a better Virtual Experience for yourself and those you engage with virtually. The session is 30 minutes plus time for Q&A.
You will come away from this session with

Ways to engage and interact with virtual audiences for a more compelling presentation
Ways to create a better image with simple adjustment to your background
Ways to coordinate and sequence the meeting host, moderator, presenter(s) and closer
Ways to simplify tasks and technology by using checklists similar to those used by airline pilots

This session is open to FPA members at no charge. RSVP here.
To learn more about FPA membership, please click here.
Topic: The Living Zoom
Speaker: Todd Barney, CIMA®, CPWA®
Location: Online
Date/Time: Tuesday, August 25th 2020, 12:00pm – 12:40pm
Registration: Click Here

September 2020 Chapter Meeting
2020-09-11 11:30 - 13:00
Overview:
Topic: Investment Storytelling in the Age of Data
Speaker: Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors
Featured Partners: Christina Gray, Stonecrest and Mike Sukle, NFP
Location: Virtual Event
Apollo Lupescu will help assist advisors in structuring a more effective communication strategy around their investments for both clients and prospects. The session will provide advisors with a framework that can be applied to a variety of conversations and questions. The topics will include Dimensional’s 4S framework, articulating current investing and world themes, and communication best practices in a virtual setting.
Note the earlier start time – 11:30 am. We will have announcements and networking in breakout rooms prior to the presentation. You also have the option for open networking after the meeting ends.
About the Speaker:
Dr. Lupescu is vice president at Dimensional Fund Advisors, one of the premier investment managers in the world. In his role he is responsible for communicating Dimensional’s academic foundations and investment beliefs to financial professionals and individual investors across the world. He is considered the “secretary of explaining stuff”, because he excels at delivering thought provoking presentations in a clear and understandable way. Apollo has been with Dimensional for over 16 years, and prior to that taught at University of California and he also had his own consulting firm. Apollo received his PhD in economics and finance from UC Santa Barbara. He holds a BA in economics from Michigan State University, where he competed and coached water polo.
Webinar Registration: (Note that fees have changed beginning 8/14/2020)
Members $25, Non-members $75, Student $10
Registration: Click here

CE Webinar with a Chapter Partner
2020-09-18 12:00 - 13:00
Overview:
We will examine costs and misconceptions about reverse mortgages, and then review multiple case studies of them to manage sequence of returns risk, Long Term Care risk, improve household cash flow, delay Social Security or asset distributions, provide tax-free income and much more. It is one thing to talk about concepts, but it is another to show specific details of the use cases.
Topic: Effective Financial Planning Strategies Using Housing Wealth
Speaker: Steve Resch, VP of Retirement Strategies at Finance of America Reverse, and also an Investment Advisor and partner in a wealth management firm.
Featured Partner: Mike Gallagher, Finance of America Reverse Mortgage
About the Speaker:
As Vice President of Retirement Strategies at Finance of America Reverse, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan. He is also the designer of The Reverse Illustrator, our proprietary software program that graphically displays the features and flexibility of a reverse mortgage over a 30‐ year term.

Steve’s career in financial services spans over 30 years, first as a fixed income
analyst on Wall Street, and for the past 25 years as a partner in a wealth
management firm. His practice is focused on effective retirement income
strategies and will often include a reverse mortgage to manage cash flow, income tax, market performance and other considerations to help enhance an effective retirement income distribution plan.

Steve is a subject expert source, interviewed by numerous media outlets
including Nasdaq Trade Talks, Yahoo Finance, Barrons, among others, and is a frequent speaker at both national and regional professional conferences.
Cost: Free to FPA Members
Register Here.

October 2020 Chapter Meeting
2020-10-09 11:30 - 13:00
Overview:
Today, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods, averaging roughly 8,000 days each. The period from birth to college graduation is approximately 8,000 days. College graduation to midlife, or 46 years of age, is another 8,000 days. Midlife to the retirement age of 66 is also 8,000 days. After that, there’s generally another 8,000 days for retirement. Retirement planning doesn’t exactly take into account the realities of an 8,000-day retirement; a script hasn’t been written for that final, but still lengthy, phase.
Learn MIT AgeLab’s insights to help investors prepare for an 8,000-day retirement. Help investors reduce uncertainty and prolong their independence so they can live the lives they aspire to.
Topic: 8,000 Days – An Entire Phase of Your Life Waiting to be Invented
Speaker: Tom Barrett, Director, Applied Insights, Hartford Funds
Featured Partner: Greg Hacker, Open Mortgage – Home Equity Retirement Specialist
Location: Virtual Event
About the Speaker:
Tom Barrett is part of the Applied Insights Team for Hartford Funds. In his current position, Tom is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes.
In October 2006, Tom joined the organization as a sales coordinator, and then became an internal advisor consultant before working on digital marketing and communications. He is a registered representative of Hartford Funds Distributors and is FINRA Series 7, 6, 63, and Life registered.
Originally from Wayne, Pennsylvania, Tom attended West Chester University. He currently lives in West Chester, Pennsylvania. Tom spent six years as the president of the Hartford Funds Public Speaking Club.
Cost:
Webinar Registration: Members $25, Non-members $75, Student $10
Registration: Click here

CE Webinar with a Chapter Partner
2020-10-16 12:00 - 13:00
Overview:
TBA
Topic: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today
Speaker/Sponsor: Keith Haag, Hines.
Location: TBA
About the Speaker:
TBA
Cost:
Free to FPA Members
Registration: Click here

October 2020 Student Forum
2020-10-23 11:50 - 13:00
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.

Overview:
Topic: Steering the business: Financial planners reflect on pandemic & recovery
When the pandemic hit and the market melted, financial planning firms had to dig deep to steer their clients and their business through the unknown. Some of them relied on emergency and contingency plans set aside for more common emergencies. They sheltered in place, counseled anxious clients via new remote platforms, and helped them make life choices amid enormous uncertainty.
Join us for an online panel discussion with Silicon Valley financial professionals and hear how they navigated the unprecedented challenges of 2020. How did they adapt? What are the sustaining lessons? What never changes? What will be the lasting impact on client relationships and operational plans? There will be plenty of time to ask questions.
This panel will be moderated by Dr. Renée Snow, CFP®, EA, a registered principal and investment advisor representative and chair of the Personal Financial Planning Program at the UCSC Extension in Silicon Valley.
This event will be held online via Zoom. We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. Registration closes on October 21st, 2020.
Panelists: Eric Solve, CFP®, EA, Senior Advisor and Partner at Wade Financial Advisory, Ethan Pepper, CFP®, EA, Founder of Orchard City Wealth Management, LLC
Location: Zoom Session
Click here to register.

Speaker Bio:
Eric Solve, CFP®, EA, is a senior advisor and partner at Wade Financial Advisory. He is an active member of the Financial Planners Association of Silicon Valley, having served both as past president of the chapter and on the board of directors for several years. He earned a bachelor’s degree in Business Administration with an emphasis in Marketing from San Diego State University and received a certificate in Personal Financial Planning from UCSC Extension. Whether working with clients, mentoring associate advisors, or teaching students, he is passionate about personal financial planning and the positive impact it can have on individuals and families.
Ethan Pepper, CFP®, EA, is the founder of Orchard City Wealth Management, LLC, a comprehensive, fee-only wealth management firm, specializing in working with technology employees, who often have tax planning concerns around various forms of equity compensation, and want to understand their options yet want a professional advisor to manage the details. My firm was founded to help clients develop a financial plan regardless of their net worth. I am committed to people and relationships, not products tied to incentives. As a fiduciary, I sit on the same side of the table as my clients. Outside of the office, I enjoy spending time with my family at the beach or hiking one of the many trails in the Bay Area.

October 24th 2020 Financial Planning Day
2020-10-24 12:00 - 16:00
Overview:
Financial Planning Day with San Mateo County Libraries
Location: Virtual Event
Time: 12:00pm – 4:00pm
Registration: Click here

November 2020 Chapter Meeting
2020-11-13 09:00 - 10:30
Overview:
Due to the ongoing debate over health care in the United States, the subject is on the minds of many. Especially weighing, is the topic of “Medicare” and what you need to know. Medicare choices can be overwhelming and many people share information about it – not all of it accurate. In today’s market more options exist for Medicare members than ever. The help of a trained health care specialist is invaluable in helping you make an informed and educated decision in regard to the benefits and plans that are available and best suited to your specific situation.

This presentation will cover:
– Explaining Medicare Parts A, B, C and D
Part A – Hopsital
Part B – Medical
Part C – Medicare Advantage
Part D – Pharmaceutical
– MediGap (Supplemental)
– Group Insurance and Medicare
Topic: What You Thought You Knew About Medicare – Understanding the Options.
Speaker: Allan S. Eckmann
Featured Partner: Rich Dayton, The Dayton Law Firm
Location: Virtual Event
About the Speaker:
Allan S. Eckmann is a product of Chicago, where he attended the University of Illinois. He spent 4 years in the Air Force and has a teaching credential from the state of California.

Allan has been selling insurnace for 47 years and is the founder of BayCrest Insurance Services, and has held a position as a part-time lobbying for CAHU (California Association of Health Underwriters) and NAHU (National Association of Health Underwriters) in advocating ie Long Term Care (LTC) and Health Insurance.

Over the past years, Allan has conducted educational seminare on Medicare with many organizations in Santa Clara County

Cost: Members $25, Non-members $75, Student $10
Registration: Click here

Top of Mind Webinar Series
2020-11-18 10:00 - 11:00
Overview:
Topic: Navigating the Real Estate Terrain (Commercial & Residential), Post Covid-19. What’s Next?
Panelists: Shafiq Taymuree & Christina Gray, Stonecrest; Mike Ryan, Michael Ryan & Associates; Keith Haag, Hines; John Sorrell, Bluerock
Moderator: Chris Acker, CB Acker Associates
Location: Virtual Event
Cost: Free to FPA members
Registration: Click here

December 2020 Chapter Meeting & Holiday Social
2020-12-10 16:00 - 18:00
Overview:
End of Year Chapter Meeting and Gourmet Boutique Chocolate Tasting
Every attendee will receive a box of specialty chocolates by Timothy Adams Chocolates. We will all meet online for this event where the staff of Timothy Adams will walk us through the tasting and give us hints on great pairings.
You’ll be able to order additional chocolate boxes when you register. The chocolates will be mailed to you, so we will be asking for your mailing/delivery address when you register.
The last day to register is Tuesday, December 1st to accommodate shipping of chocolate to attendees.
With Timothy Adams Chocolates
Featured Partner: Chad Perbeck, Litman Gregory
Location: Online
Cost:
Webinar Registration: Members $25, Non-members $75, Student $10
Registration Deadline is December 1 to accommodate shipping of chocolate to attendees.
Register Here

January 2021 Chapter Meeting
2021-01-08 09:00 - 10:30
Overview:
Join us for “inside the beltway” insights on the latest developments in Washington. You’ll get the
information you need to navigate this rapidly evolving market environment.
We will cover today’s most important topics:
• The 2020 election
• The US fiscal situation
• Impact of COVID-19 on businesses, individuals and industries
1.0 hour CFP CE will be available for this session, pending approval by the CFP Board.
**You will need to be logged into your computer or Zoom app to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer.
Topic: Update from “Inside the Beltway”
Speaker:Jeff Bush, The Washington Update
Featured Partner: Keith Haag, Hines
Venue: Online
About the Speaker:
A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington D.C. into winning growth strategies for business owners, executives and high-net-worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry’s nonpartisan experts on all things Washington. He frequently appears on CNBC’s Nightly Business Report, is featured in various industry publications, including Investment News.
Jeff is a 30-year veteran of the financial industry. By the end of his career on Wall Street, he was managing a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.
Jeff earned a bachelor’s degree in business administration/management with an emphasis in accounting,computers and philosophy from William Jewell College.
Jeff’s dedication, forward thinking and strategic abilities have resulted in performance records, industry awards and industry accolades.
Pricing and Registration
FPA Members: $25 Non-Members $75 Students: $10
No refunds after 3:00 pm, Thursday, January 7th.
Registration: Click here
