Virtual Networking Social
2020-05-21 16:30 - 17:30 (America/Los_Angeles) | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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 | CA
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

January 2021 NexGen Meeting
2021-01-21 17:30 - 19:00 | CA
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: Negotiations 101: How to Help your Clients Negotiate a Job Offer
Speaker: Shawn Tydlaska, CFP®, MBA
Venue: Online
Join us for our first NexGen Meeting of 2021. Shawn Tydlaska, CFP®, MBA will be presenting the topic. Meeting begins at 5:30 pm. Zoom link will be sent to you the week of the meeting.
Negotiations don’t have to be scary. They can actually be really fun. The key is to be prepared by having a good framework to break down the negotiation into interests.
In this session, Shawn will teach you the tips and trick he has used with his clients to help them negotiate for a higher salary, larger bonus, additional stock, and even a higher title. You can apply these strategies to yourself when you apply for new roles or ask for a raise.
Shawn learned these skills through a course he took when he earned his MBA from the University of Michigan. He will share the Excel file template as well as the strategies during the session.
About the Speaker:
After graduating from UCLA with a degree in Economics, Shawn was unprepared to manage his own personal financial life. Credit scores, 401(k)s, and budgeting were all foreign concepts and he felt overwhelmed. When he started to learn how to best manage his own finances, he was hooked. He knew he found his professional calling.
He earned the CFP® designation in 2010 and his MBA from the University of Michigan – Ross School of Business in 2015. He launched Ballast Point Financial Planning to be your partner in achieving your financial goals and dreams.
RSVP here.

February 2021 Chapter Meeting
2021-02-12 09:00 - 10:30 | CA
Overview:
Sign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend.
Topic: A Roadmap for Fixed Income Investing in a Low Rate Environment
Passively managed vehicles have grown exponentially over the past decade, buoyed by low fees, ease of use, and robust returns.
But with yields at all-time lows, the risk of indexed strategies has steadily increased. If rates remain near current levels, then all is well. But if 2019’s historic fixed income rally is a short-term phenomenon (e.g., a bubble), passive vehicles could struggle.
During the presentation, Eddy Vataru, a portfolio manager experienced in passive, active and absolute return strategies, will review each approach and evaluate them in the context of the current environment. Additionally, he will discuss the benefits and risks of both quantitative and fundamental investment disciplines. Finally, he will share his outlook for the investment-grade fixed income market.
About the Speaker: Eddy Vataru, CFA · Chief Investment Officer – Total Return; Lead Portfolio Manager of the Osterweis Total Return Fund (OSTRX)
Eddy Vataru graduated from California Institute of Technology (B.S. Chemistry & Economics) and from Olin Business School at Washington University in St. Louis (M.B.A.). Mr. Vataru holds the Chartered Financial Analyst designation.
Prior to joining Osterweis Capital Management in 2016, Mr. Vataru worked in senior management positions at Incapture, LLC and Citadel, LLC. Prior to that he spent over 11 years at BlackRock (formerly, Barclays Global Investors), where his last position was as Managing Director and Head of U.S. Rates and Mortgages.
Mr. Vataru is a principal of Osterweis Capital Management and a Portfolio Manager for the total return fixed income strategy.
Featured Partner: Mike Sukle, NFP
Venue: Online
Cost: Members $25, Non-members $75
Sign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend.
First time attendees and UCSC Extension Students attend at no charge.
Registration: Click here

February 2021 Student Forum
2021-02-26 11:50 - 13:30 | CA
Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA chapter. These meetings are not open to the general public.

Overview:
Topic: Top 10 Skills and Attributes for New Planners to Master
Panelists: Sarah Burchardt, CFP®, VP – Corporate Financial Conssultant; Renata Carico, CFP®, Financial Advisor, USE Credit Union
Location: Zoom Session
Launching your career as a personal financial planner requires mastery of some key skills. In this UCSC Silicon Valley Extension Student Forum, panelists will share their observations about:
The skills that needed development.
The skills that surprised them.
The skills that they thought were important, but in the scheme of things, were less important.
Some students are challenged by the analysis, calculations and financial software, while others struggle with the softer skills such as client engagement, professional networking, and how to listen like a counselor. We’ll talk about it all to narrow in on the skills and attributes that contribute most to success and avoid some stumbling blocks along the way.
Please join us at this dynamic online session to learn from financial planning professionals as they talk about how they applied their academic learning to their first year in practice.
There will be time for questions.
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 will be open soon at www.fpasv.org. Registration closes on February 24th, 2021.Click here to register.

About the Panelists:
Sarah Burchardt, CFP®, works with clients from all walks of life and has been helping people navigate their financial lives for the past six years. Sarah’s recent experience with guiding her sister through a small tech-start up acquisition confirmed her commitment to helping people navigate and embrace the complexity of financial decision making. Sarah likes to work with people to help them turn financial stress into financial confidence. Whether you don’t know where to start or you want to dive deeper into an investment strategy, Sarah has the ability to simplify and activate people to help them make progress and build confidence. Sarah earned her Bachelor’s Degree from Washington University in St. Louis and holds the CERTIFIED FINANCIAL PLANNER™ designation. During normal times, Sarah spends her time playing ice hockey, riding horses, and volunteering with the Rotary Club of Menlo Park.
Renata Carico, CFP®, is a Financial Advisor with USE Credit Union in Northern California. In this role, she helps members work toward the future of their dreams with comprehensive wealth and retirement planning and investment management. Drawing on strong analytical skills and her own life experience, she helps both new and experienced investors identify their financial goals, then create and implement plans tailored to their individual situation. Prior to joining the USECU team, she spent eight years with one of the nation’s largest investment brokerage firms, holding the position of Vice President and Financial Consultant. A CERTIFIED FINANCIAL PLANNER™, she holds Series 7, Series 66 and California insurance (#0I75340) licenses. She also taught the math course for the Personal Financial Planning curriculum at the University of California, Santa Cruz extension. Renata earned her Bachelor’s degree in Metallurgical Engineering from the University of Illinois, Urbana-Champaign and spent the early part of her career working in Silicon Valley’s high technology and medical device industries. A health, wellness and exercise enthusiast, Renata enjoys spending her free time with family and friends.

March 2021 Chapter Meeting
2021-03-12 12:30 - 14:00 | CA
Overview:
Co-hosted with Santa Clara Estate Planning Council and the Society of Financial Service Professionals
Special Time for this Event is 12:30 – 2:00 pm
Topic: Planning for the Next Generation
Speaker: Dr. Nathan Harness, TD Ameritrade Director of Financial Planning, Texas A&M University
Featured Partner: Christina Gray, Stonecrest
Venue: Online
About the Speaker: More information coming soon.
Cost: Members $20, Non-members $40, Student $10
Registration: http://events.constantcontact.com/register/event?llr=9v8v6qpab&oeidk=a07ehldz9wdc7db840c

Partner Webinar
2021-03-19 12:00 - 13:00 | CA
Overview:
Join Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic clients.
We will discuss the importance of building strong relationships with your clients, how to properly develop and implement the recommendations for their financial plans, and how to track the progress and results of those plans.
The Three Fundamentals that create raving fans:
1. Establish strong Client-Planner relationships while you manage the Financial Planning
Process (“The Onboarding Process”)
2. Communicate and implement your recommendations (“Client Projects”)
3. Monitor the results and track a clear service record for your client (“Client Check-ins”)
This session is open to FPA members.
1 hour CFP CE will be available for this session pending approval by the CFP Board.
Topic: Back to Basics: Create Raving Fans by Focusing on the Fundamentals
Speaker: Louis Retief, Co-founder and CEO of Hubly
Location: Online
About the Speaker:
Louis Retief, Co-founder and CEO of Hubly, has been involved in the fintech community for five years, working with two startups in that time. He co-founded Hubly after working in the robo-advisory space where he developed a passion for helping advisors improve the delivery of Wealth Management Services. Since founding Hubly, he has helped more than 60 financial advisors and their support teams optimize their operations by going back to the fundamentals of the Financial Planning Process.
Registration: Click here

April 2021 Chapter Meeting
2021-04-09 09:00 - 10:30 | CA
Overview:
Please join us for a panel discussion on the growing concern of Wildfires experienced in California and the Western States. A panel of experts discuss what has been learned, how to prepare for the next event, how are clients and advisors impacted and what to expect in the future.
Topic: Fire Insurance Panel
Panelists:
Kelly Greene, CPCU, VP, Pacific Region Risk Consulting Manager, Personal Risk Services,
Joe Kim, Premier Account Specialist, PRS Risk Consulting Group,
Nicholas Lauria, Wildfire Defense Systems (WDS)
Moderator: Michael Sukle, CAPI, NFP Property & Casualty Insurance Brokers
Featured Partner: John Bacigalupi, Cantor Fitzgerald
Venue: Online
About the Panelists
Kelly Greene
Kelly Greene is the Pacific Region Risk Consulting Manager for Chubb Personal Risk Services. She leads a team of 18 Risk Consultants who consult with clients during onsite home inspections. Her team documents and values properties in addition to providing individualized loss prevention advice and solutions.
Kelly has over 25 years of experience in the Personal Insurance industry and has developed a strong understanding of the high net worth customer. She also has deep expertise in loss prevention including the perils of wildfire, earthquake and water damage.
Joe Kim
Joe Kim is a San Francisco-based Premier Account Specialist at Chubb where he manages the risk consulting activities for some of the largest accounts involving highly successful families and individuals throughout the country. Joe’s insurance career spans over 25 years that includes nearly 10 years as a property claims adjuster handling large complex property losses as well as providing on-the-ground assistance to clients following natural catastrophes.
Joe leverages his first-hand experiences with life safety and property damage to protect his clients with expert advice on loss prevention and disaster preparedness strategies. Joe was an expert panelist on the topic of Disaster Preparedness during the 2020 PRMA Summit. Joe holds an M.B.A. from Dominican University and a B.S. from Purdue University. He is also a certified Level II infrared thermographer and a licensed drone pilot.
Nicholas Lauria, WDS Chief Operating Officer, Fire Officer III
Nick holds a degree in Fire Science Technology and certificates from both the National Fire Academy and the University of Maryland, Maryland Fire and Research Institute. He began his career in 1992 in Colorado with a municipal fire department and was promoted to Fire Chief in 2002. He joined Wildfire Defense Systems, Inc. in 2012. He has 24 years of fire service experience.
Nick’s qualifications include Firefighter II, HAZMAT operations, Fire Inspector III/Plans Examiner, ICC Fire Inspector II, Fire Instructor I, Fire Officer III, Division/Group Supervisor, Taskforce Leader, Strike Team Leader Engines and NAFI Certified Fire and Explosion Investigator. Nick was instrumental in helping several jurisdictions develop and implement hazard mitigation and risk management plans, including administering state and federal grants.
Michael Sukle
Michael Sukle, Vice President within the Private Client Group provides personal risk management solutions to affluent individuals and families by providing property and casualty solutions to address their specific exposures to optimize wealth preservation while reducing risk. He has dedicated more than 20 years in the Finance and Insurance industry with a focus in private client, commercial and reinsurance related risk management disciplines.
Michael received his bachelors of science in economics from the University of San Francisco. He holds the Certified Advisor of Personal Insurance (CAPI) designation received in conjunction with Wharton/Chubb which focuses on global risk management disciplines for the High and Ultra High Net worth individual and families.
Cost: Members $25, Non-members $75, Student $10
Registration: Click here

Member Webinar Series
2021-04-21 10:00 - 10:45 | CA
Overview:
Topic: Zoom Makeover
Speaker: Shelley Golden
Venue: Online
Registration: Click here

May 2021 Chapter Meeting
2021-05-14 09:00 - 10:30 | CA
Overview:
Topic: Prop 19 and Estate Planning
Speaker: Patrick Kohlmann of Temmerman, Cilley & Kohlmann
Featured Partner: Mike Ryan, Michael Ryan & Associates
Venue: Online
About the Speaker:
TBA

Cost: Members $25, Non-members $75, Student $10
Registration: Click here
**The first 10 people to register for this meeting will receive a copy of The Last Things We Talk About: Your Guide to End of Life Transitions, written by FPASV chapter and board member Rev. Dr. Elizabeth Boatwright, CFP®.**

May 2021 Student Forum
2021-05-21 12:00 - 13:30 | CA
Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA chapter. These meetings are not open to the general public.

Overview:
Topic: High Tech to Financial Coaching – An individual Journey
Speaker: Christine Teh, Principal, Teh Financial Coaching
Location: Zoom Session, Details to follow with Registration
Join us for this fascinating dual topic session where UCSC Extension in Silicon Valley Personal Financial Planning Program student Christine Teh (www.TehFinancialCoaching.com) speaks about her transition from the Tech industry to Financial Coaching, initially starting out her coaching business as a side hustle for two years before taking the leap of faith in 2019. This year marks two years working full time with her own business as a Financial Coach. She will share her experience and learnings in the transition process. And then she will pivot and share her experiences as a coach. How does she identify problem behaviors? How does she work to change individual’s behaviors? Learn ways that she encourages people to finance their futures.
Come with your questions!
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. You will receive the Zoom link a few days prior to the event. Registration closes on May 19th, 2021.
About the Speaker:
Speaker Bio will follow shortly.

July 2021 Chapter Meeting
2021-07-09 09:00 - 10:30 | CA
Overview:
When a client informs you they are planning to divorce many thoughts come to mind. Should I get involved? What can I do to help? Is there a conflict of interest? While there is not a cookie-cutter approach to divorce finances, an understanding of the process and helpful information for the client(s) who are divorcing can be of great assistance. We will look at the types of financial analysis, decisions, support, and resources that may be needed and provide guidance about what you as a financial planner without divorce expertise can reasonably provide. Considerations for divorce planning that involve decisions relating to keeping the house, pensions, retirement plans, and brokerage accounts, division of stock plans, as well as gray divorce will be addressed. In closing, we will look at a checklist of items to be addressed post-divorce.
Topic: Divorce Planning for Planners
Speaker: Beth McClelland CDFA, CFP®
Featured Partner: Louis Retief, Hubly
Venue: Virtual
About the Speaker:
Beth McClelland, MBA, CDFA, CFP® is the founder and managing principal of East Bay Divorce Financial Planning. My goal is to provide guidance in settlement planning, finances and decision-making for my clients to find financial peace as they journey through the divorce process. I am an advocate for alternative dispute resolution processes as a means to minimize conflict, optimize relationships, emotional health, and minimize the loss of assets.
I work with both individuals and couples before, during, and after divorce. My services can be designed to support a variety of approaches to divorce including: mediation, collaborative divorce, uncontested divorce where the couple works together on the settlement agreement, or litigated. I work in partnership with attorneys, therapists, paralegals and other professionals to provide the full range of services required to support the process and complete filings with the courts.
Cost: Members $25, Non-members $75, Student $10
Registration: Click here

Top of Mind Series Webinar - August 2021
2021-08-18 10:00 - 11:00 | CA
Overview:
Topic: Elevate Your Client Experience – How To 5X The Client WOW Factor Using Systems + Automation!
Speaker: Cameo Roberson, Founder of Atlas Park Consulting & Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation
Location: Zoom Webinar
Cost: Free to FPA members
Registration: Open. Click Find Out More below to register
Find Out More
