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DTSTART;TZID=UTC:20180427T120000
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CREATED:20180314T033117Z
LAST-MODIFIED:20180323T032443Z
UID:762-1524830400-1524835800@www.fpasv.org
SUMMARY:April Brown Bag - Tax Law 2018
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:\nTax Law 2018: What Have We Learned? \nWe just finished the first round of the 2018 tax season. What have we learned? How is the new tax law going to affect our tax planning for our clients? What is the latest in the tax world? What do will still not know?\nWhat about that 20% passthrough deduction? (Do I get it as a financial planner?) What do we do about estate planning? How do I be a hero to my clients? \nClick here to register. \nAbout the Speaker:\nLawrence K.Y. Pon\, CPA/PFS\, CFP®\, EA\, USTCP \nCost:\n$10 for FPA Members.  $25 for Non-Members
URL:https://www.fpasv.org/event/april-brown-bag-tax-law-2018
LOCATION:Buckingham Strategic Wealth\, 2445 Faber Place\, Suite 250\, Palo Alto\, CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180413T113000
DTEND;TZID=UTC:20180413T233000
DTSTAMP:20180411T035750Z
CREATED:20180103T090047Z
LAST-MODIFIED:20180411T035750Z
UID:571-1523619000-1523662200@www.fpasv.org
SUMMARY:April 2018 Chapter Meeting:  Behavioral Finance
DESCRIPTION:Overview:\nNature\, Nurture and Financial Planning\n(previously titled Heuristics\, Biases and Nudges – Topics from the Frontier of Financial Planning) \nNeuroscientific research tells us that genetically\, only some people are born to make prudent financial decisions. This talk will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of financial planners\, especially in the digital age. Discussion topics will include the planner-doer framework\, heuristics\, biases\, and nudges which figured prominently in the 2017 Economics Nobel\, awarded to Richard Thaler. \nLearning Objective:  Knowing how clients think\, and how biases and mental shortcuts may affect their thinking can help advisors help their clients make and stick with prudent decisions. \nCE:  1.5 hours CFP CE has been granted for this session by the CFP Board. \nFeatured Partner:  Matt Beck\, American Century Investments \nRegister is now closed.  To be added to the waitlist\, please email Susan Adams at execdirector@fpasv.org. \nAbout the Speaker:\nHersh Shefrin is the Mario L. Belotti Professor of Finance at Santa Clara University. He is one of the pioneers in the behavioral approach to economics and finance. In 2009\, his behavioral finance book Beyond Greed and Fear was recognized by J.P. Morgan Chase as one of the top ten books published since 2000. He received his Ph.D. from the London School of Economics in 1974. In awarding the 2017 Economics Nobel to Richard Thaler\, the Nobel committee highlighted three accomplishments\, of which two involved the work that Thaler and Shefrin did together. He writes a monthly blog post for Forbes and can be followed on Twitter at @HershShefrin. \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/april-2018-chapter-meeting-behavioral-finance
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:20180329T173000
DTEND;TZID=UTC:20180329T193000
DTSTAMP:20180301T091456Z
CREATED:20180107T031517Z
LAST-MODIFIED:20180301T091456Z
UID:597-1522344600-1522351800@www.fpasv.org
SUMMARY:March 2018 NexGen Social
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:\nOur March NexGen event will be a social. \nLocation:  Antonio’s Nut House\, 321 California Ave\, Palo Alto 94306 \nThis is a free event.  RSVP here:  http://events.constantcontact.com/register/event?llr=9v8v6qpab&oeidk=a07ef671z9gdea7d929
URL:https://www.fpasv.org/event/march-2018-nexgen-event
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20180328T173000
DTEND;TZID=America/Los_Angeles:20180328T193000
DTSTAMP:20181220T002433Z
CREATED:20181220T002433Z
LAST-MODIFIED:20181220T002433Z
UID:1191-1522258200-1522265400@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 social with our NexGen group. \nLocation: TBD \nDate/Time:  Wednesday\, March 28\, 2019\, 5:30 – 7:30 pm
URL:https://www.fpasv.org/event/march-2019-nexgen-social
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180309T113000
DTEND;TZID=UTC:20180309T133000
DTSTAMP:20180208T082739Z
CREATED:20180103T085723Z
LAST-MODIFIED:20180208T082739Z
UID:568-1520595000-1520602200@www.fpasv.org
SUMMARY:March 2018 Chapter Meeting:  Acquisition: Lifcycle of a Deal
DESCRIPTION:Overview:\nThe next several years represent an unprecedented opportunity to acquire practices or succeed from your practice. According to a recent Accenture study 2.3 trillion in AUM will transfer.  Are you ready? Come listen to John Turner\, a 30-year practice management professional and Senior Loan Officer at Live Oak Bank\, talk about how to be the best at each step in the deal lifecycle so you are in the best position to win the deal. This will be a lively session where you can get answers to your questions. \nFeatured Partner: Michael Ryan\, Michael Ryan & Associates \nAbout the Speaker:\nJohn Turner joined Live Oak Bank with over 30 years in the financial services industry. Prior to joining Live Oak Bank\, John ran a successful practice as a financial advisor in the Midwest. He went on to hold several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society. John’s latest position included leading a practice management department where he has developed a deep expertise in practice staffing\, practice financial management\, practice acquisitions and succession planning. Over the years John has had experience buying\, brokering or financing over 500 acquisition deals. John looks forward to assisting you with your practice financial needs and practice management ideas when requested. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door/Late Registration $60.00 for FPA members\, $75.00 non-members. \nEarly registration is open through Monday\, March 5th.  No refunds after Tuesday\, March 6th.
URL:https://www.fpasv.org/event/buying-and-financing-the-acquisition-of-advisory-practices
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:20180302T120000
DTEND;TZID=UTC:20180302T133000
DTSTAMP:20180208T082402Z
CREATED:20180107T034603Z
LAST-MODIFIED:20180208T082402Z
UID:614-1519992000-1519997400@www.fpasv.org
SUMMARY:Student Forum - Other Career Options with Your CFP® Designation
DESCRIPTION:Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These meetings are not open to the public. \nOverview:\nOther Career Options with Your CFP® Designation\nMost students\, upon completion of the UCSC-Extension Personal Financial Planning coursework\, begin their job search with “traditional” financial planning firms – those providing full service financial planning support to their client base. But\, as with other professions\, there are often other\, nontraditional\, sources of employment for the newer practitioners. We have recruited a panel of 3-4 professionals that have found\, either currently\, or in a previous position\, employment utilizing their CFP® designation in somewhat nontraditional areas: Credit Unions\, Financial Coaching\, and others. \nCome join us for this lively and informative panel of professionals sharing their experiences. Whether you know exactly what path you plan to follow or are still weighing your options\, this talk will provide you with valuable information. \nThere is no charge for this event\, which is open to FPA members and UCSC Ext. PFP students only. \nAbout the Speaker:\nChris S. Blodgett began his career in financial services over 17 years ago upon moving to the South Bay Area to attend school. Chris became licensed and registered in 2008 with the firm CUNA Mutual Group with an emphasis on helping to provide alternatives to traditional retail banking solutions. Wanting to continually help clients at a greater depth and provide service in a more holistic way\, he decided to make the transition to working with CU Financial Partners\, LLC. \nChris focuses on helping individuals and families of the Greater Bay Area\, in particular Credit Union members with their individual and unique financial objectives. His main emphasis is retirement planning\, insurance\, investments\, alternatives\, and generally educating members on financial awareness. He is currently registered with Series 6\, 7\, 63\, 66 Securities registrations and also holds a California Life\, Health\, Annuities\, and Long-Term Care Insurance licenses. Also\, Chris has recently completed the UCSCx Certificate program in Financial Planning and is preparing to sit for the CFP exam this July. Chris is a graduate of San Jose State University with a B.S. in Business Administration with an emphasis in Financial Markets. \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. \nChristine Teh\, is the founder of Teh Financial Coaching. She teaches people how to budget and basically take control of their financial house. Most of the issues surrounding clients is the struggle to get to positive cash flow. Last year she realized her passion for finance and decided to take the first CFP class. She fell in love with it on the first class and started thinking of transitioning to become a financial planner but realized it’s more realistic economic wise to keep her day job and start doing financial coaching on the side. Christine started her career as a Data analyst at Wells Fargo. She is currently continuing the work fulltime at Visa for Internal Audit. She has also completed the income tax class with H&R Block and became a certified tax preparer helping two experienced tax preparers. She hopes to add this service to her business next year. Her motto right now is to do what she loves on the side without giving up on her stability and good income till hopefully someday she can making a living only doing what she loves. \nNiki Theil\, CFP®\, MS in Finance\, spent her early career in corporate finance for HP. Shortly after finishing the Personal Financial Planning program at UCSC Extension and passing the CFP® Exam\, she started working at Investor’s Capital Management (ICM) in 2013. At ICM she helps with all aspects of the business. Her responsibilities are split between traditional financial planning work\, such as setting up new clients\, attending client meetings\, creating financial plans\, and her other role of managing the office. In that role she hires and supervises employees\, organizes office operations and procedures\, and does just about anything else necessary to keep the office running smoothly. For fun\, she prepares taxes for seniors as an AARP Foundation Tax-Aide volunteer. She is also a member of the Financial Planning Association (FPA). Niki lives in Mountain View with her husband\, Jeremy. Her two children are currently in college. \nCost:\nThere is no charge for this event\, which is open to FPA members and UCSC Ext. PFP students only.
URL:https://www.fpasv.org/event/student-forum-other-career-options-with-your-cfp-designation
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180223T120000
DTEND;TZID=UTC:20180223T133000
DTSTAMP:20180131T033530Z
CREATED:20180107T034147Z
LAST-MODIFIED:20180131T033530Z
UID:611-1519387200-1519392600@www.fpasv.org
SUMMARY:Brown Bag - Senior Housing and Quality of Life: Understanding Your Options
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:\nSenior Housing and Quality of Life: Understanding Your Options \nAffordable\, accessible\, and well-located housing is central to quality of life for people of all ages\, but especially for older adults. As the single largest item in most household budgets\, housing costs directly affect day-to-day financial security. In addition\, the entire concept of what seniors consider a good life has changed in profound ways. People want an active life — physically\, mentally and socially — and your choice of a living environment should offer those amenities.\nEducation\, planning and resources are the key to making the best housing choice for you. \nTopics in this seminar will include:\n• On overview of housing options available to seniors\n• Other factors to consider when evaluating housing options\n• Resources that are available to assist you in the decision making process \nAbout the Speaker:\nJim McCabe\, DSW\, MSW\, MPH is the President of Eldercare Resources. He has more than 25 years of experience in health care and long term care planning. Dr. McCabe has twice served on the Board of the American Society on Aging and is a member of thel Financial Planning Association. He is the author of the book Solving the Housing Retirement Puzzle: 20 Tips to Help You Make the Right Decision\, and is a frequent contributor to journals and newsletters. \nCost:\n$10 for FPA Members.  $25 for Non-Members
URL:https://www.fpasv.org/event/611
LOCATION:Ameriprise Financial Services\, Inc.\, 1919 S. Bascom Avenue\, Suite 100\, Campbell\, CA\, 95008
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180209T113000
DTEND;TZID=UTC:20180209T133000
DTSTAMP:20180124T035626Z
CREATED:20180103T085416Z
LAST-MODIFIED:20180124T035626Z
UID:563-1518175800-1518183000@www.fpasv.org
SUMMARY:February 2018 Chapter Meeting:  Cybersecurity
DESCRIPTION:Overview:\nChanging the Cybersecurity Conversation\n\nWes Stillman will be offering a more positive approach to how RIAs can proactively respond to the call of cybersecurity by putting the power and responsibility in the hands of the advisor. This interactive session offers improvements to four core business areas with fifteen best practices a firm can immediately benefit from. \nAbout the Speaker:\nWes Stillman\, CEO of RightSize Solutions \nAfter 30+ years of managing technology in high-level positions\, Wes Stillman began RightSize Solutions in 2002 because RIAs needed a technology partner who really understood their needs. More than 13 years later\, he remains committed to understanding every nuance of his clients’ businesses. Prior to founding RightSize Solutions\, Wes’ clients included major airlines\, broker dealers\, trust companies\, health care providers\, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company\, FSB\, Comdisco\, Midwest Consulting Group (Senior Consultant) and Yellow Technology Services (Director of Technology). A technology-pioneer in every sense\, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity\, cloud-based environments and leveraging technology. \nCost:\nEarly Registration through February 5th $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/cybersecurity
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:20180124T173000
DTEND;TZID=UTC:20180124T193000
DTSTAMP:20180103T092901Z
CREATED:20180103T091749Z
LAST-MODIFIED:20180103T092901Z
UID:591-1516815000-1516822200@www.fpasv.org
SUMMARY:January 2018 NexGen:  Tax Changes
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 January NexGen Event.  Larry Pon will be discussing Proposed (or Actual) Changes in Tax Law \nAbout the Speaker:\nLawrence K.Y. Pon\, CPA/PFS\, CFP®\, EA\, USTCP \nCost:\n$10 per person.
URL:https://www.fpasv.org/event/january-2018-nexgen-tax-changes
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180120T103000
DTEND;TZID=UTC:20180120T133000
DTSTAMP:20180103T091303Z
CREATED:20180103T091303Z
LAST-MODIFIED:20180103T091303Z
UID:589-1516444200-1516455000@www.fpasv.org
SUMMARY:Financial Planning Day January 2018
DESCRIPTION:Volunteers are needed for our first Financial Planning Day of the year.  Financial Planning (CFPs) and Logistics volunteers needed for this pro bono event at San Mateo Library.  If you speak Spanish\, please volunteer as we are in need of additional Spanish-speaking planners and logistics volunteers. \nClick here to volunteer and find out more information:  https://govoluntr.com/events/2546 \n 
URL:https://www.fpasv.org/event/financial-planning-day-january-2018
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180112T113000
DTEND;TZID=UTC:20180112T133000
DTSTAMP:20171202T090721Z
CREATED:20171202T090721Z
LAST-MODIFIED:20171202T090721Z
UID:534-1515756600-1515763800@www.fpasv.org
SUMMARY:Making Sense of the Uncertainty: Tax Planning in 2018
DESCRIPTION:Overview:\nEach modification of the tax code brings with it a number of planning opportunities and pitfalls. We will talk about the latest developments in personal and business taxation and how they may impact your clients. Specific topics of discussion will include real estate\, the alternative minimum tax\, and passthrough taxation. We will discuss both the big picture and and specific examples of the proposals applied at the client level. \nAbout the Speaker:\nMeredith 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\,\nFinancial 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). \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/making-sense-of-the-uncertainty-tax-planning-in-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:20171208T160000
DTEND;TZID=UTC:20171208T180000
DTSTAMP:20171101T030600Z
CREATED:20171101T015854Z
LAST-MODIFIED:20171101T030600Z
UID:481-1512748800-1512756000@www.fpasv.org
SUMMARY:December 2017 Chapter Meeting and Holiday Social - What is Your 140.6 Challenge?
DESCRIPTION:Meeting Description\nJoin us for a special treat this month as we host our holiday social\, enjoy a motivational presentation\, and vote on our 2018 Board of Directors.  Our meeting and social will be from 4:00 to 6:00 pm.\n \nTopic:  What is Your 140.6 Challenge?\n \nIn today’s fast-paced and demanding technology workplace\, employers need their employees to embrace constant change and risk as opportunities and possibilities for the company and themselves. Employees\, on the other hand\, often feel stressed and overwhelmed\, and not able to rise to all that is being demanded of them in their work and personal lives. Bobbie will share what she has learned in her journey to becoming an Ironman (a race which has 140.6 human-powered miles)\, and the three keys that will instruct and inspire others to meet the challenges they face. \nThere is no CE offered for this session. \nThank you to our December Featured Partner\, James Park of Ameriprise Financial Services\, Inc. \nSpeaker Biography\nBobbie LaPorte has an MBA from Harvard\, and a Masters in Positive Leadership and Strategy from IE Business School in Madrid. She has served in CEO\, COO and CMO roles in several Fortune 50 companies. She is also an endurance athlete and multiple-Ironman triathlon finisher. \nPricing and Registration\nClick here to Register.\n \nAdvanced pricing is available through December 4th:\nFPA Members  $40        Non-Members:  $60 \nAfter December 4th\nFPA Members:  $60       Non-members:  $75 \nOnline Registration will be open through Monday\, December 4th.  At-the-door registration is available but limited\, so pre-registration is strongly encouraged. \nNo refunds after 12:00 pm on Tuesday\, December 5th.
URL:https://www.fpasv.org/event/december-2017-chapter-meeting-and-holiday-social-what-is-your-140-6-challenge
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:20171201T120000
DTEND;TZID=UTC:20171201T133000
DTSTAMP:20171117T045240Z
CREATED:20171101T014150Z
LAST-MODIFIED:20171117T045240Z
UID:476-1512129600-1512135000@www.fpasv.org
SUMMARY:December 2017 Student Forum - The Good\, the Bad\, and the Very Ugly Truth about Starting Your Own RIA Practice
DESCRIPTION:Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).  These meetings are not open to the public.\nMeeting Description\nTopic:  The Good\, the Bad\, and the Very Ugly Truth about Starting Your Own RIA Practice\n \nAll Financial Advisors need to conduct their business in compliance with state and federal law. An Advisor who starts his own firm must register as a Registered Investment Advisor (RIA). Chris Wentzien and Anandi Krishnamurthy will share their personal experiences related to starting their RIA practices. The talk will include general information about starting an RIA practice and specifics like: \nThe talk will include general information about starting an RIA practice and specifics like:\n• getting your first 10 (quality) clients\n• marketing strategies\n• start-up costs\n• efficiency as practice expands\n• goals and accountability for building your practice\n• licenses and qualifications necessary\n• compliance and liability concerns. \nMany students dream of starting their own financial advisory practice\, but there are challenges along the way. Whether you know exactly what path you plan to follow or are still weighing your options\, this talk will provide you with valuable information. \nSpeaker Biographies\nAnandi Krishnamurthy\, CFP®\, began her work life as a software developer. She completed the Personal Financial Planning certificate from UCSC Extension in 2012\, passed the CFP® exam in March 2013 and her CFP® in early 2016. She worked at Wade Financial Advisory until recently\, with clients from many walks of life\, developing and presenting financial plans\, proposing tax optimization strategies and analyzing client portfolios. She also specializes in optimizing employee benefits such as 401k plans and stock compensation. Recently\, Anandi launched her own financial planning firm\, On Track Financial Advisory\, focused primarily on young professionals and their families as well as baby boomers contemplating retirement in the near future. Anandi has a Masters in Computer Science from Rochester Institute of Technology in Rochester NY and a Bachelors in Electrical Engineering from Birla Institute of Science and Technology in Pilani\, India. \nChris 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 (CPA). Prior to starting his own firm in 2008\, Chris worked at a leading Silicon Valley wealth management firm. He is currently an instructor at the UCSC Extension Silicon Valley Personal Financial Planning Department. He has also served on the Board of Directors for the Silicon Valley Financial Planning Association. 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. \nPricing and Registration\nClick here to register.  This is a free event.  Registration is open through November 30th.  Student Forum sessions are open to FPA members and UCSC Extension students enrolled in the Personal Financial Planning Program.\n \nLogistics:  Lunch is not provided.  You are welcome to bring a sack lunch. Parking is free.  The parking lot entrance is on Scott Blvd.
URL:https://www.fpasv.org/event/december-2017-student-forum-the-good-the-bad-and-the-very-ugly-truth-about-starting-your-own-ria-practice
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20171130T180000
DTEND;TZID=UTC:20171130T200000
DTSTAMP:20171101T005347Z
CREATED:20171101T005333Z
LAST-MODIFIED:20171101T005347Z
UID:464-1512064800-1512072000@www.fpasv.org
SUMMARY:November 2017 NexGen Event - What's Next after CFP®?
DESCRIPTION:About the Meeting\nFPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals.  \nJoin us at our upcoming NexGen meeting featuring speaker Kacy Gott\, CFP®.  This month’s topic is “What’s Next after CFP®?”\n \nPricing and Registration\nClick here to register.  This is a free event.\n \n 
URL:https://www.fpasv.org/event/november-2017-nexgen-event-whats-next-after-cfp
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20171110T113000
DTEND;TZID=UTC:20171110T133000
DTSTAMP:20171101T004420Z
CREATED:20171101T004420Z
LAST-MODIFIED:20171101T004420Z
UID:462-1510313400-1510320600@www.fpasv.org
SUMMARY:November 2017 Chapter Meeting - Sustainable\, Responsible & Impact Investing - Implementing your Client's Wishes Today
DESCRIPTION:Meeting Description\nTopic:  Sustainable\, Responsible & Impact Investing – Implementing your Client’s Wishes Today \nNancy Reyes Mullins will review the foundational tenets of SRI investing as contrasted to traditional diversified investment strategies\, including how SRI principles and strategies have evolved over time. Learn how to question your clients effectively on their specific SRI objectives\, what tools and techniques are available to advisors today\, and critically\, then how to effectively translate those objectives into real live portfolios. \nLearning Objectives:\n(1) Review of the foundational tenets of SRI investing\, (2) Identify what is driving demand for sustainable investment solutions\, 3) Learn how to question clients effectively on their specific SRI objectives\, and (4) How to translate those objectives into real live portfolios. \nLevel of Complexity: Intermediate \n1.5 hours CFP CE has been granted by the CFP Board for this session. \nThank you to our November Featured Partner\, Christina Gray of Stonecrest Managers. \nSpeaker Biography\nNancy Reyes Mullins is the Founder of RI Strategy Consulting\, providing customized sales and marketing strategies for investment companies operating in the field of Sustainable\, Responsible and Impact Investing (SRI). She currently serves on the Board of Directors for US SIF. US SIF is the US membership association for professionals\, firms\, institutions and organizations engaged in sustainable\, responsible\, and impact investing. Prior to launching RI Strategy Consulting Nancy was the Director of Advisor Relations at Parnassus Investments from 2005 to 2015. She managed fund distribution via the wire house\, RIA\, bank trust and independent broker dealer channels. She has over fifteen years of experience in the field of responsible investing\, holds the Series 6\, 26\, 63 and 65 securities licenses\, and received a bachelor’s degree in economics from the University of California\, Santa Cruz. \nPricing and Registration\nClick here to register. \nAdvanced pricing is available through November 6th:\nFPA Members  $40        Non-Members:  $60 \nAfter November 6th\nFPA Members:  $60       Non-members:  $75 \nOnline Registration is open through Monday\, November 6th.  At-the-door registration is available but limited\, so pre-registration is strongly encouraged. \nNo refunds after 12:00 pm on  Tuesday\, November 7th.
URL:https://www.fpasv.org/event/november-2017-chapter-meeting-sustainable-responsible-impact-investing-implementing-your-clients-wishes-today
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20171104T130000
DTEND;TZID=UTC:20171104T160000
DTSTAMP:20171101T012953Z
CREATED:20171101T012933Z
LAST-MODIFIED:20171101T012953Z
UID:473-1509800400-1509811200@www.fpasv.org
SUMMARY:November 2017 Financial Planning Day
DESCRIPTION:Financial Planning Day is a event in which CERTIFIED FINANCIAL PLANNER™ Professionals volunteer to provide free one-on-one counseling to area residents. Financial Planning Day is intended to be a free benefit for the public\, and volunteers are not allowed to solicit business\, distribute business cards or marketing materials\, or follow up with attendees. In other words – there are no strings attached for the attendees. \nTo Volunteer\, Click here. \nTo sign up to attend\, Click here.
URL:https://www.fpasv.org/event/november-2017-financial-planning-day
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20170908T140000
DTEND;TZID=UTC:20170908T160000
DTSTAMP:20170808T071518Z
CREATED:20170808T071332Z
LAST-MODIFIED:20170808T071518Z
UID:255-1504879200-1504886400@www.fpasv.org
SUMMARY:2017 Ethics Session
DESCRIPTION:Meeting Description\nIn this exciting and colorful event\, we will review both the Board’s Code of Ethics and Professional Responsibility AND The Financial Planning Practice Standards Plus the Six-Step Financial Planning Process! \nWhen we are done\, you will be able to determine if a practitioner is providing financial planning or material elements of planning\, and be able to demonstrate an understanding of the required elements of a written agreement when providing planning services. \nIf that isn’t enough to keep you awake\, there’s more! You will be able to articulate disclosure requirements and be able to apply them in your practice and be almost an expert in defining and outlining elements of the fiduciary standard\, while knowing when it applies (hint: most of the time.) \nThis session fulfills the ETHICS requirement as put forth by the CFP Board. \nSpeaker Biography\nOur presenter\, Curt Weil\, CFP®\, a long-time veteran\, past President and frequent presenter in Ethics. \nPricing and Registration\nAdvanced pricing is available through September 4th:\nFPA Members$40          Non-Members:  $60 \nAfter September 4th:\nFPA Members:  $50       Non-members:  $60 \nOnline Registration is open through Monday\, September 4th.  At-the-door registration is available but limited\, so pre-registration is strongly encouraged. \nNo refunds after 12:00 pm on  Tuesday\, September 5th.
URL:https://www.fpasv.org/event/2017-ethics-session
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20170908T113000
DTEND;TZID=UTC:20170908T133000
DTSTAMP:20170725T125622Z
CREATED:20170725T110606Z
LAST-MODIFIED:20170725T125622Z
UID:156-1504870200-1504877400@www.fpasv.org
SUMMARY:Managing Aging Investors in the “Grey Zone” between Competence and Incompetence
DESCRIPTION:Meeting Description  \nMany of our clients are aging.  Learn from a fascinating case study presented by Rob Lyman\, CFP® of Johnson Lyman Wealth Advisors\, based on the actual transition of a client from capacity to incapacity.  Carolyn Rosenblatt\, RN and Dr. Mikol Davis will be on hand to comment on the case\, alerting us to early warning signs\, and making recommendations that will make this transition far easier for both clients and advisors.  It is only a matter of time before one of your clients is faced with this issue – don’t miss this valuable presentation so that you can be prepared when it happens to you! \nLearning Objective:  Learn the early warning signs of a client slipping into incapacity\, how to effectively prepare your clients in advance\, as well as how to properly respond when the time comes. \nLevel of Complexity:  Intermediate \n1.5 hours CE available\, pending approval by the CFP Board.\n \nFeatured Partner:  Patrick Clancy\, Litman Gregory \nPanelists’ Biographies   \nCarolyn Rosenblatt\, RN is a registered nurse and an attorney with 40 years of experience in her combined professions.  She is a consultant to individuals and families struggling with aging related issues and is a mediator for families in conflict.  She is the author of “The Boomer’s Guide to Aging Parents” a nine-part series offering practical solutions to common legal and healthcare problems. \nDr. Mikol Davis is a licensed clinical psychologist with 30 years of experience in the mental health field. He is a family conflict specialist and has a special interest in aging issues\, particularly in assessing the capacity of elders in making decisions.  He has expertise in depression and anxiety. \nTogether Ms. Rosenblatt and Dr. Davis are the founders of AgingParents.com and AgingInvestor.com. \nRob Lyman\, CFP®\,  is President and CCO at Johnson Lyman Wealth Advisors\, a Wealth Management firm in Los Altos.  Rob has been serving clients for 15 years.  Rob’s firm recently had the experience of a client losing capacity\, and has constructed a case study based on that experience which will be shared in the presentation. \nPricing and Registration \nAdvanced pricing is available through September 4th:                                                                   \n\nFPA Members and First Time Visitors:  $40         \nNon-Members:  $60\n\nAfter September 4th:\nAll Members and Non-members:  $60 \nOnline Registration is open through Monday\, September 4th. At-the-door registration is available but limited\, so pre-registration is strongly encouraged. \nNo refunds after 12:00 pm on Tuesday\, September 5th
URL:https://www.fpasv.org/event/managing-aging-investors-in-the-grey-zone-between-competence-and-incompetence
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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