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DTSTART;TZID=America/Los_Angeles:20250515T170000
DTEND;TZID=America/Los_Angeles:20250515T190000
DTSTAMP:20250306T144121Z
CREATED:20250117T003428Z
LAST-MODIFIED:20250306T144121Z
UID:4027-1747328400-1747335600@www.fpasv.org
SUMMARY:May 2025 NextGen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/may-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250501T173000
DTEND;TZID=America/Los_Angeles:20250501T193000
DTSTAMP:20250414T224631Z
CREATED:20250117T105354Z
LAST-MODIFIED:20250414T224631Z
UID:4082-1746120600-1746127800@www.fpasv.org
SUMMARY:May 2025 Joint Triple Treat Mixer
DESCRIPTION: 
URL:https://www.fpasv.org/event/may-2025-joint-triple-treat-mixer
LOCATION:Silicon Valley Community Foundation\, 444 Castro Street\, Ste 140\, Mountain View\, CA\, 94041\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250429T140000
DTEND;TZID=America/Los_Angeles:20250429T150000
DTSTAMP:20250313T223852Z
CREATED:20250117T102613Z
LAST-MODIFIED:20250313T223852Z
UID:4074-1745935200-1745938800@www.fpasv.org
SUMMARY:April 29 2025 Firm Office Visit
DESCRIPTION:Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services.  You will also learn more about the various business and compensation models practiced by firms of different types and sizes. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor? \n All are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer)\, this is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/april-29-2025-firm-office-visit
LOCATION:Johnson Lyman Wealth Advisors\, 4966 El Camino Real\, Suite 109\, Los Altos\, CA\, 94022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250417T170000
DTEND;TZID=America/Los_Angeles:20250417T190000
DTSTAMP:20250306T144150Z
CREATED:20250117T003246Z
LAST-MODIFIED:20250306T144150Z
UID:4025-1744909200-1744916400@www.fpasv.org
SUMMARY:April 2025 NextGen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/april-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250320T170000
DTEND;TZID=America/Los_Angeles:20250320T190000
DTSTAMP:20250313T223722Z
CREATED:20250117T003029Z
LAST-MODIFIED:20250313T223722Z
UID:4023-1742490000-1742497200@www.fpasv.org
SUMMARY:March 2025 NextGen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/march-2025-nextgen-social
LOCATION:Water Tower Kitchen\, 201 Orchard City Drive\, Campbell\, 95008\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250310T113000
DTEND;TZID=America/Los_Angeles:20250311T160000
DTSTAMP:20250228T003641Z
CREATED:20250117T011549Z
LAST-MODIFIED:20250228T003641Z
UID:4047-1741606200-1741708800@www.fpasv.org
SUMMARY:2025 FPA California Advocacy Day
DESCRIPTION:FPA CA Advocacy Day Jointly with all CA FPA Chapters & FPANC Pro Bono Planning Session for State Employees\n\n\n\n\nJoin us for the 13th Annual FPA California Advocacy Day on Tuesday\, March 11\, 2025\, at the California State Capitol in Sacramento. This annual event brings together Financial Planning Association (FPA) members from across the state to engage with legislators and regulators\, advocating for our profession and its future. \nWhy Attend?\nAdvocacy Day is an opportunity to build awareness\, foster relationships with key legislators\, and play a role in shaping policies affecting financial planning. Whether you are a first-time attendee or a returning participant\, your voice is crucial in these conversations. \nEvent Highlights:\n\nMeet with your State Assemblymembers and State Senators to discuss financial planning policies.\nAdvocate for key issues\, including financial literacy\, title protection\, taxation\, and fee structures.\nParticipate in pro bono financial planning sessions for legislative staffers.\nNetwork with fellow FPA members at the pre-event dinner on March 10.\nReceive financial support for hotel and travel expenses (available for the first 30 registrants).\n\n  \nEvent Schedule \n\n\n\nDate\nTime\nActivity\n\n\nMarch 10\, 2025\n6:30 PM\nNetworking Dinner at The Firehouse Restaurant\n\n\nMarch 11\, 2025\n7:30 AM\nBreakfast & Orientation at Embassy Suites\n\n\nMarch 11\, 2025\n9:00 AM – 4:00 PM\nMeetings with Legislators at the State Capitol\n\n\n\nHow to Register\nRegister now to take part in this important event and make your voice heard! To sign up\, complete the registration form here. \nFor questions\, contact info@fpaca.org. \nWe look forward to seeing you in Sacramento! \n\nRSVP & LEARN MORE: https://www.fpasv.org/event/2025-fpa-california-advocacy-day
URL:https://www.fpasv.org/event/2025-fpa-california-advocacy-day
LOCATION:California State Capital Building\, 1315 10th Street\, Sacramento\, CA\, 95814\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250226T140000
DTEND;TZID=America/Los_Angeles:20250226T150000
DTSTAMP:20250226T205257Z
CREATED:20250117T101627Z
LAST-MODIFIED:20250226T205257Z
UID:4068-1740578400-1740582000@www.fpasv.org
SUMMARY:[POSTPONED] February 26 2025 Firm Office Visit
DESCRIPTION:POSTPONED\n Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services.  You will also learn more about the various business and compensation models practiced by firms of different types and sizes. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor? \n All are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer)\, this is a great opportunity to meet folks with similar experience\, and learn more about financial services. Please come with questions for the firm owners\, and you are encouraged to follow up with the firm host if you would like more information. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/february-2025-firm-office-visit
LOCATION:Johnson Lyman Wealth Advisors\, 4966 El Camino Real\, Suite 109\, Los Altos\, CA\, 94022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250220T170000
DTEND;TZID=America/Los_Angeles:20250220T190000
DTSTAMP:20250117T024750Z
CREATED:20250117T002504Z
LAST-MODIFIED:20250117T024750Z
UID:4018-1740070800-1740078000@www.fpasv.org
SUMMARY:February 2025 NextGen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network. \nClick the events page [website] link to register
URL:https://www.fpasv.org/event/february-2025-nextgen-social
LOCATION:Yard House @ Santana Row\, 300 Santana Row Suite 101\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250116T080000
DTEND;TZID=America/Los_Angeles:20250116T170000
DTSTAMP:20250117T005739Z
CREATED:20250117T005739Z
LAST-MODIFIED:20250117T005739Z
UID:4042-1737014400-1737046800@www.fpasv.org
SUMMARY:December 2025 NextGen Social
DESCRIPTION:
URL:https://www.fpasv.org/event/december-2025-nextgen-social-2
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250114T113000
DTEND;TZID=America/Los_Angeles:20250114T133000
DTSTAMP:20250107T010943Z
CREATED:20241217T162918Z
LAST-MODIFIED:20250107T010943Z
UID:3901-1736854200-1736861400@www.fpasv.org
SUMMARY:January 2025 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\n1.0 HOUR of CFP CEU APPROVED
URL:https://www.fpasv.org/event/january-2025-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241212T160000
DTEND;TZID=America/Los_Angeles:20241212T180000
DTSTAMP:20241115T215409Z
CREATED:20240322T164549Z
LAST-MODIFIED:20241115T215409Z
UID:3666-1734019200-1734026400@www.fpasv.org
SUMMARY:December 2024 Annual Holiday Party
DESCRIPTION:CLICK HERE TO RSVP\n\n\n  \n  \n  \n  \n  \n  \n  \n  \nLet’s recreate that holiday fun get-together! Join us for a fun-filled Holiday Hat-tastic Party! Wear your most festive\, holiday\, or fun hat and enjoy some of the best heavy appetizers from Maggianos\, drinks\, and holiday games with exciting prizes. It’s an evening of laughter and cheer with plenty of opportunities to mix and mingle. RSVP NOW & Mark your calendar! Let’s celebrate the season together with a night of fun\, food\, and festive flair. See you there\, hats on!
URL:https://www.fpasv.org/event/december-2024-annual-holiday-party
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241121T170000
DTEND;TZID=America/Los_Angeles:20241121T190000
DTSTAMP:20241021T212714Z
CREATED:20241021T212624Z
LAST-MODIFIED:20241021T212714Z
UID:3870-1732208400-1732215600@www.fpasv.org
SUMMARY:November 2024 Next-Gen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network.
URL:https://www.fpasv.org/event/november-2024-next-gen-social
LOCATION:Yard House @ Santana Row\, 300 Santana Row Suite 101\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241116T103000
DTEND;TZID=America/Los_Angeles:20241116T140000
DTSTAMP:20240905T234101Z
CREATED:20240905T234101Z
LAST-MODIFIED:20240905T234101Z
UID:3794-1731753000-1731765600@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday\, November 16\, 2024\nCLICK HERE TO SIGN-UP\n\n\nSan Mateo Financial Planning Day\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the San Mateo Main Library Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nThe event will take place on Saturday\, November 16\, 2024\, 10:30am to 2pm.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nLogistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits\, logistics volunteers will be allowed to sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise.\n\nRefreshments will be provided to our volunteers.\n\nThank you for your time\, and if you have questions\, please contact the event organizer\, Kalvin Sid\, CFP(R)\, at kalvin@sidfinancial.com or 650-378-8588. See you there!
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-8
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241114T113000
DTEND;TZID=America/Los_Angeles:20241114T133000
DTSTAMP:20241019T155254Z
CREATED:20240322T164429Z
LAST-MODIFIED:20241019T155254Z
UID:3664-1731583800-1731591000@www.fpasv.org
SUMMARY:November 2024 Chapter Meeting
DESCRIPTION:Click Here To RSVP\nTopic: New Perspectives on Roth Conversion\n\n\nSPEAKER: Barry H. Sacks\, PhD\, JD\n  \nSUMMARY \n\nJoin us for an insightful presentation on the costs and benefits of using a Reverse Mortgage Credit Line to pay the tax for a Roth conversion of an IRA or 401(k). We’ll begin by comparing the advantages of Roth vs. traditional accounts\, followed by a discussion of the financial impacts of various tax payment options\, including securities\, cash\, and reverse mortgages. A quantitative analysis\, including Monte Carlo simulations and tax treatments\, will showcase the differences in after-tax cash flow and legacy outcomes. Don’t miss this detailed exploration of a key financial strategy! \n\nSPEAKER BIO \nBarry Sacks\, a graduate of Harvard Law School\, has practiced primarily in the area of retirement plan law. He has been a Certified Specialist in taxation law for more than 40 years\, and he has been listed in “Best Lawyers in America” for more than 20 years. \nBarry also holds a Ph.D. in theoretical physics from MIT. His doctoral dissertation involved extensive mathematical modeling. This modeling carried over to his pioneering research paper modeling the use of reverse mortgage credit lines to offset the adverse sequence of investment returns in retirement accounts. This Coordinated Strategy enables significant enhancement of the sustained cash flow throughout long retirements. \nThe first research paper\, presenting the “Coordinated Strategy\,” was published in the Journal of Financial Planning\, in February 2012. Two sequels\, expanding the application of the Coordinated Strategy to a much wider range of retirees than initially recognized\, were published in the same journal\, in October 2017 and December 2021. (The 2017 paper was co-written with Stephen Sacks and Peter Neuwirth. The 2021 paper was co-written with Stephen Sacks and Philip Walker.) \nMore recently\, Dr. Sacks’s research on the uses of reverse mortgages has been in the realms of providing liquidity in Silver Divorce and providing the means for doing Roth conversions of traditional IRAs and 401(k) accounts. \n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session  \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/november-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241026T100000
DTEND;TZID=America/Los_Angeles:20241026T133000
DTSTAMP:20240905T233752Z
CREATED:20240905T233752Z
LAST-MODIFIED:20240905T233752Z
UID:3792-1729936800-1729949400@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community and is seeking volunteers\n\n\nRedwood City Financial Planning Day\n\nCLICK HERE TO SIGNUP\n\n\nThe Financial Planning Association supports our community by providing complimentary\, 30 minute\, one-to-one financial planning advice sessions at the Redwood City Library Financial Planning Day. The event will be in-person and available to the public.\n\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nLogistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. If time permits\, logistics volunteers can sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise.\n\nThank you for your time\, and if you have questions\, please contact the event organizer\,\nDarien Tung\, CFP\, CRPC  darien.a.tung@ampf.com; 650.575.6482.
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-7
LOCATION:Redwood City Public Library\, 1044 Middlefield Rd\, Redwood City\, CA\, 94063
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241017T170000
DTEND;TZID=America/Los_Angeles:20241017T190000
DTSTAMP:20241009T031631Z
CREATED:20241009T031631Z
LAST-MODIFIED:20241009T031631Z
UID:3833-1729184400-1729191600@www.fpasv.org
SUMMARY:Next-Gen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network.
URL:https://www.fpasv.org/event/next-gen-social-2
LOCATION:Yard House @ Santana Row\, 300 Santana Row Suite 101\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241010T113000
DTEND;TZID=America/Los_Angeles:20241010T133000
DTSTAMP:20240924T212015Z
CREATED:20240322T164249Z
LAST-MODIFIED:20240924T212015Z
UID:3662-1728559800-1728567000@www.fpasv.org
SUMMARY:October 2024 Chapter Meeting
DESCRIPTION:RSVP HERE\n\n\nJoin us for this chapter meeting on Commercial Property Valuations and Tax Appeals. Learn how to assess property values under current market conditions\, navigate property tax appeals\, and estimate reasonable discounts for minority ownership interests. Our expert speaker will cover key valuation trends\, the appeal process\, and practical insights to help you guide clients in commercial real estate matters. Space is limited—RSVP today to secure your spot!\n \n\n  \nGene Williams is the Managing Director of Valbridge‘s Sacramento/Central Valley office. He formerly managed CBRE’s office in San Jose and has provided valuation services in a wide spectrum of complex civil and federal litigation cases. He also specializes in arbitrations for lease renewals and partnership disputes.\nMr. Williams also leads the Tax Appeal Group for Valbridge in the Northern California region. His experience includes working on behalf of Alameda County in the case of the Tesla manufacturing facility in Fremont. He earned the MAI designation 30 years ago and is a past President of the Northern California Chapter of the Appraisal Institute.\n \n  \n  \n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea.\nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting.\n1.0 CFP CEU pending for this session \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/october-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240921T120000
DTEND;TZID=America/Los_Angeles:20240921T140000
DTSTAMP:20240710T171702Z
CREATED:20240710T171702Z
LAST-MODIFIED:20240710T171702Z
UID:3760-1726920000-1726927200@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community and is seeking volunteers\n\n\nGilroy Financial Planning Day\n\nCLICK HERE TO SIGNUP\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Gilroy Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nThe day will begin with a presentation on the topic of Social Security by Kerry Worden\, a Registered Social Security Analyst at 11 am\, followed by 1:1 financial planning sessions from noon until 2pm.\n\nFinancial planners who are interested in volunteering their time to offer one to one financial planning are encouraged to sign up. Please note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP®  professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.)\n\nLogistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.\n\nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Jennipher Lommen\, via email: jennnipher.lommen@wildflowerfinancial.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-6
LOCATION:Gilroy Library\, 350 W Sixth Street\, Gilroy\, CA\, 95020\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240919T170000
DTEND;TZID=America/Los_Angeles:20240919T190000
DTSTAMP:20240905T234520Z
CREATED:20240905T234520Z
LAST-MODIFIED:20240905T234520Z
UID:3796-1726765200-1726772400@www.fpasv.org
SUMMARY:Next-Gen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network.
URL:https://www.fpasv.org/event/next-gen-social
LOCATION:Yard House @ Santana Row\, 300 Santana Row Suite 101\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240918
DTEND;VALUE=DATE:20240921
DTSTAMP:20240510T005340Z
CREATED:20240510T005340Z
LAST-MODIFIED:20240510T005340Z
UID:3724-1726617600-1726876799@www.fpasv.org
SUMMARY:2024 FPA National Conference
DESCRIPTION:At FPA Annual Conference 2024\, connection\, learning\, and community take center stage. It’s where you’ll rub shoulders with the brightest minds\, exchange ideas\, and discover the latest strategies that will supercharge your success. It’s an experience like no other\, and it’s tailor-made for YOU. \nThe conference brings together financial planners\, thought leaders\, service providers\, and allied professionals. And\, as the largest annual gathering of CFP® professionals\, you’ll be surrounded by the very best in the business—all under one roof. \nRSVP & LEARN MORE
URL:https://www.fpasv.org/event/2024-fpa-national-conference
LOCATION:Greater Columbus Convention Center\, 400 N High Street\, Columbus\, OH\, 43215\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240912T113000
DTEND;TZID=America/Los_Angeles:20240912T133000
DTSTAMP:20240829T032847Z
CREATED:20240322T164032Z
LAST-MODIFIED:20240829T032847Z
UID:3658-1726140600-1726147800@www.fpasv.org
SUMMARY:September 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO RSVP HERE\n\n\nTOPIC & SUMMARY \n\nElections Come and Go\, Results Last a Lifetime: Investing in a presidential election year\n\nSPEAKER BIO \n \n  \n  \n  \n  \n  \nMike Stern is a wealth management consultant at Capital Group\, home of American Funds\, covering the San Francisco area. He has 28 years of investment industry experience and has been with Capital Group for 19 years. Prior to joining Capital\, Mike was a vice president with SunAmerica in Los Angeles. He holds a bachelor’s degree from the University of California\, Santa Barbara\, and attended Pepperdine University for graduate studies. He also holds the Certified Investment Management Analyst® designation. Mike is based in Danville\, Calif. \n\n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session  \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/september-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20240808
DTEND;VALUE=DATE:20240812
DTSTAMP:20240504T033535Z
CREATED:20240504T033535Z
LAST-MODIFIED:20240504T033535Z
UID:3703-1723075200-1723420799@www.fpasv.org
SUMMARY:35th Annual FPA Far West Roundup
DESCRIPTION:  \n  \nRSVP & LEARN MORE\nThe 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. \nThis 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.
URL:https://www.fpasv.org/event/35th-annual-fpa-far-west-roundup
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240801T160000
DTEND;TZID=America/Los_Angeles:20240801T180000
DTSTAMP:20240708T231103Z
CREATED:20240322T163929Z
LAST-MODIFIED:20240708T231103Z
UID:3656-1722528000-1722535200@www.fpasv.org
SUMMARY:August 2024 Summer Social
DESCRIPTION:CLICK HERE TO RSVP\n\nAugust 2024 Chapter Meeting-Bocce Ball Networking Social\n  \n \n\n\nGAME ON!!\nTHE EVENT \nWe are bringing back this special event featuring an evening of extended networking opportunities in the fun atmosphere. Come enjoy some friendly competition as you will be divided into teams and can challenge each other to rounds of bocce ball**.  \n**you don’t need to play Bocce Ball to attend \nBOCCE BALL TEAMS \nIf you would like to participate in the bocce ball games\, we will have sign-up sheets. No experience necessary! You will be provided game instructions and coaching. This is more about team-building while laughing along the way! \n  \n\n\nMore Information\nTicket price includes: heavy appetizers\, ice water & iced tea. \nNo host or cash bar for purchase of any alcoholic drinks \nNo pre-paid meeting passes allowed for this special event. No refunds after July 26. \n\n\n\n\n 
URL:https://www.fpasv.org/event/august-2024-summer-social
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240711T113000
DTEND;TZID=America/Los_Angeles:20240711T133000
DTSTAMP:20240614T045103Z
CREATED:20240322T163756Z
LAST-MODIFIED:20240614T045103Z
UID:3654-1720697400-1720704600@www.fpasv.org
SUMMARY:July 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO RSVP\n\n\nTOPIC: Tax Deferral Strategies for Real Estate\nInvesco Real Estate manages $91B+ across the globe and has been in the industry for 40+ years. Invesco will be discussing their real estate platforms robust investment capabilities and specific tax-deferral strategies. The 1031/721 exchange solution provides investors the opportunity to potentially exchange\, on a tax-deferred basis\, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality\, diversified commercial real estate. Our Real Estate Exchange Specialist at Invesco Real Estate will provide an update on the 1031/721 exchange requirements. Discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider syndicated DST programs. Our Specialist will provide details about how these programs were designed to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business. \n\nSPEAKER: \nKyle Connor\, Real Estate Exchange Specialist at Invesco US \nSPEAKER BIO: \nKyle Connor is a Real Estate Exchange Specialist at Invesco Real Estate. Kyle’s primary responsibilities are to assist financial advisors and help their clients navigate the process of exchanging investment real estate into Invesco’s Private Market offerings\, and to serve as a subject matter expert on Real Estate Exchange to Invesco Distribution within the Wealth Management Intermediary channel. \n\n\n\n\nMore Information:\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU APPROVED for this session  \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/july-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20240613
DTEND;VALUE=DATE:20240614
DTSTAMP:20240322T163650Z
CREATED:20240322T163650Z
LAST-MODIFIED:20240322T163650Z
UID:3652-1718236800-1718323199@www.fpasv.org
SUMMARY:NO June 2024 Chapter Meeting
DESCRIPTION:
URL:https://www.fpasv.org/event/no-june-2024-chapter-meeting
LOCATION:CA
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20240528
DTEND;VALUE=DATE:20240530
DTSTAMP:20231027T144429Z
CREATED:20231027T144429Z
LAST-MODIFIED:20231027T144429Z
UID:3487-1716854400-1717027199@www.fpasv.org
SUMMARY:52nd Annual FPA NorCal Conference
DESCRIPTION:52nd Annual FPA NorCal Conference\nLEARN MORE: https://www.fpanorcal.org/ \nREGISTRATION TO OPEN IN DECEMBER 2023 \n\n\nWhat Is FPA NorCal?\n\n\n\nThe FPA NorCal Conference is the premier financial planning conference dedicated to the education\, knowledge\, and growth of financial planners. We cover the latest in financial education\, professional development\, and business success. Every year we host inspiring speakers who contribute useful insights to our industry.\n\n\n\nInspiring Excellence And Fostering Community\n\n\n\n\nWe are dedicated to providing leadership and great networking opportunities. Our purpose of delivering excellence is what motivates us to offer high-quality conferences year after year and has resulted in a national reputation. \nThe FPA NorCal Conference is put on every year in a collaborative effort by volunteers from the four local Bay Area FPA Chapters\, East Bay\, Northern CA (Sacramento)\, Silicon Valley\, and San Francisco.  Our motto within the FPA NorCal planning committee is a conference For Us\, By Us. \nEmbrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference. \nChange.  Change is the one thing in life that is  constant and unavoidable.  Change is growing faster and more dynamically with each turn of the calendar.  There has been\, and there continues to be\, change across so many aspects of a financial advisor’s daily life from the regulatory environment\, the technology we use\, our clients’ priorities shifting dramatically during a global pandemic\, and the increased emphasis on investors’ psychology.  Change in our industry over the past few years has been exponential. \n\n\n2024 FPA NorCal Conference Theme – Embrace Change\n\n\n\n\nNorCal features a 5‑track series of breakouts spanning 2 days\, with a very rigorous conference committee process that vets all the sessions and doesn’t permit any ‘pay‑to‑play’ speaking slots\, which typically includes a mixture of both more technical (CE‑oriented) sessions and practice management sessions. \nIn addition\, the NorCal agenda features 4 national‑caliber keynote speakers. Registration to the conference includes a recording of all the conference sessions (not just the keynotes\, but every breakout\, for those who want to go back and listen!).”
URL:https://www.fpasv.org/event/52nd-annual-fpa-norcal-conference
LOCATION:Palace Hotel\, 2 New Montgomery St\, San Francisco\, CA\, 94105\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240518T120000
DTEND;TZID=America/Los_Angeles:20240518T160000
DTSTAMP:20240510T004747Z
CREATED:20240510T004747Z
LAST-MODIFIED:20240510T004747Z
UID:3722-1716033600-1716048000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nSanta Clara Financial Planning Day\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Library Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP®  professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.)\n\nLogistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.\n\nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Cary Tucker\, via email: tucker.cary.w@gmail.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-5
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240509T113000
DTEND;TZID=America/Los_Angeles:20240509T133000
DTSTAMP:20240415T004130Z
CREATED:20240322T163524Z
LAST-MODIFIED:20240415T004130Z
UID:3650-1715254200-1715261400@www.fpasv.org
SUMMARY:May 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER TODAY!\n  \n\n\n\n\n\n\n\n\n\nOUR FEATURED ANNUAL PARTNER\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin us on May 9th for a transformative Chapter Meeting exploring AI’s role in financial services. Discover its benefits\, practical applications in daily advisory work\, and strategies to enhance client relations and operational efficiency. Learn how AI reshapes traditional models\, streamlines processes\, and provides actionable insights. Don’t miss this chance to unlock AI’s potential in revolutionizing your financial advisory practice. Register now for invaluable insights and strategies!\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nOverview of Presentation: AI Intro & Practical Use Cases for Financial Professionals\nIntroduction (5 mins) \n\nBrief overview of the evolution of technology in financial planning.\nIntroduction to AI and its relevance in today’s financial advisory landscape.\n\nThe Role of AI in Financial Planning (5 mins) \n\nOverview of AI’s capabilities and potential in financial advising.\nDiscussion on how AI can save time\, increase knowledge\, and enhance client connections.\n\nCase Studies: AI in Action (20 minutes) \n\nReal-world practical examples using AI for financial advisors\nDemonstrating time savings and efficiency gains through AI applications.\n\nImplementing AI in Your Practice (10 minutes) \n\nSteps to adopt AI technologies in financial planning practices.\nConsiderations for ensuring compliance and aligning with regulatory requirements.\nUse case discussion and Q&A (10 minutes)\n\nTotal – 50 mins\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSpeaker Biography\nDavid Itzkovits\, CFA \nDavid has 20 years of experience in Financial Services and has worked in various senior roles at top tier financial institutions. He was a founding member of a startup which was eventually acquired by a $50 Billion global investment firm. \nDavid is an acknowledged thought-leader in the use of Artificial Intelligence in the investments industry and is an international key-note speaker on the subject. He has been instrumental in driving the use AI in investment management and launched multiple funds including the first UCITS Balanced Fund in 2017 utilizing AI exclusively in the decision-making process. \nDavid is a CFA Charter holder\, and has an MBA from Ivey Business School at Western University.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/may-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240413T140000
DTEND;TZID=America/Los_Angeles:20240413T173000
DTSTAMP:20240301T045543Z
CREATED:20240301T045543Z
LAST-MODIFIED:20240301T045543Z
UID:3626-1713016800-1713029400@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complementary financial planning sessions to the community\n\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Saratoga Library Financial Planning Day. This will be an in-person event and available to the entire public. There will be a presentation on the topic of Taxes for all attendees from 2 to 3 pm.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nThe logistic volunteers will assist with checking in arriving attendees\, trouble shooting and collecting survey responses as attendees exit each session.\n\nThank you for your time\, and if you have questions\, please contact the event organizer\,\nDavid Fung at: david.fung@sidfinancial.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-4
LOCATION:Saratoga Library\, 13650 Saratoga Ave\, Saratoga\, CA\, 95070\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240411T110000
DTEND;TZID=America/Los_Angeles:20240411T133000
DTSTAMP:20240327T142839Z
CREATED:20240322T163413Z
LAST-MODIFIED:20240327T142839Z
UID:3648-1712833200-1712842200@www.fpasv.org
SUMMARY:April 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\nTOPIC\nIndustry Chat On Business Best Practices\nPANEL\n\n\nOur esteemed panelists include:\n–Esther Szabo\, CFP®\n–Rob Lyman\, CFP®\n–Darryl Ng\, CFP®\n–Jennifer Bush\, CFP® \nSUMMARY \n\nWe are thrilled to announce an upcoming event that promises to be both enlightening and enriching for all attendees. On April 11\, join us for a captivating Industry Insights Chat where a panel of distinguished members will share invaluable insights and advice on business best practices. Moderated by the esteemed Curt Weil\, CFP®\, this event aims to provide deep insights into the strategies and philosophies that have propelled our panelists to success. \n\nPANEL BIOS\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nCurt Weil\, CFP ® \nCurt Weil\, CFP began his career with E.F. Hutton in 1967\, obtained his CFP designation in 1982\, served as President of his local IAFP chapter and was the first President of the Silicon Valley Financial Planning Association chapter. In the late 1980’s he began teaching for the U.C. Extension system and taught generations of financial planners for more than 20 years. He served three years as a director of FPA national\, six years on the board of the Foundation for Financial Planning and was a founding member of FPA of California. Curt left the brokerage world in 1989 to start his own\, fee-only wealth management firm and and 25 years later sold it to his partner and retired. Today Curt continues to do financial planning on a pro-bono basis\, is an approved Ethics instructor for FPA chapters\, is active with FPA of CA\, is on the board of his local Boy Scout Council and fixes homes with Rebuilding Together. He is an instrument-rated pilot\, an authority on military history and single-malt whiskey\, enjoys a good cigar and lives with Margaret and two cats in Palo Alto.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nK. Esther Szabo\, CEO\, CFP®\, Gates Pass Advisors\, LLC \nAs both a Certified Financial Planner and Certified Financial Transitionist Esther focuses on both the technical and personal sides of money. She has been providing education and guidance to individuals since 1992\, and since 1998 in the ‘RIA’ world. She has a special niche working with women and couples in transition. After losing her husband in 2014\, she launched her own firm\, Gates Pass Advisors\, based in Los Altos with a satellite office in Washington. Gates Pass Advisors philosophy is to address financial planning first and maintain that planning throughout an engagement. Investments are integral\, but financial planning is what keeps clients safe. She remarried in 2019 and is now proud stepmom to two amazing young women\, and just returned from experiencing the total eclipse in Texas!\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRob Lyman\, CFP®\, Johnson Lyman Wealth Advisors \nRob is President and principal architect of the firm’s highly personalized and comprehensive Wealth Management service. Rob serves as the lead advisor for all the firm’s clients\, which include corporate tech executives of all stripes\, business owners\, entrepreneurs\, successful professionals\, and individuals and families (including a specialty in solo agers). Rob delights in making a difference in his clients’ lives. His passion is to partner with clients\, empowering them to clarify goals\, discern next steps\, and get into action. Rob is an experienced behavioral investment counselor and serves as both a coach and advocate for his clients. Rob is a graduate of Princeton University and holds a master’s degree in engineering from the University of California\, Berkeley. Professionally\, he is active in the Silicon Valley chapter of the Financial Planning Association (FPA)\, where he serves on the program committee and the National Association of Personal Financial Advisors (NAPFA)\, where he has been designated as a NAPFA-Registered Financial Advisor.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nDarryl H. Ng CFP® ChSNC® CDFA® ChFC® CLTC®\, CEPA® Sr. Vice President-Wealth Management\, Morgan Stanley \nA seasoned Wealth Management professional for more than 20 years\, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families\, corporate executives\, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding different life events. He has been listed as the 2018-2020 Top Best in State Next Gen Wealth Advisor and 2023-2024 Best in State Forbes Team. Darryl is dedicated to always doing the right thing and giving his clients a signature white glove experience with highly personalized advice. As a Senior Member at the Mountain View Group\, Darryl heads the advanced planning activities for the team. He focuses on the creation and implementation of financial plans\, portfolio management\, philanthropy\, insurance\, and estate planning strategies and coordinating with internal resources and outside professionals for proper planning. Throughout his career\, Darryl has always been committed to advanced learning and continuous education and has received the below industry designations. Darryl graduated with a Bachelors of Science (Entrepreneurship) degree with Recognition from the University of Southern California’s Marshall School of Business\, advanced professional education from the American College of Financial Services\, and Upasampada Ordination from the Theravada Buddhist Society of America (Buddhist Monk Certification). Darryl also is serving as a Subject Matter Expert and Volunteer National Exam Writer at the CFP Board of Standards and on Morgan Stanley’s National Trust Advisory Council.\n\n\n\n\n\n\nJennifer Bush\, CFP®\, Main Street Financial \nMore Details To Come.\n\n\n\n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session  \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/april-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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