April 2021 Chapter Meeting
2021-04-09 09:00 - 10:30 (America/Los_Angeles) | 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

Park Summer Social – August 2021
2021-08-27 11:30 - 13:00 | CA
Overview:
Topic: [POSTPONED] Park Summer Social For FPA Members & Interns
Speaker: None
Location: Cuesta Park in Mountain View
Cost: Free to FPA members & Interns
Registration:

September 2021 Chapter Meeting
2021-09-10 09:00 - 10:30 | CA
Overview:
Topic: Today’s HNW Investor: Understanding and Addressing the Multi-Generational Opportunity
Speaker: Rob Matella, Goldman Sachs Asset Management
Featured Partner: Mackenzie Farwell, Axio Financial
Venue: Webinar
About the Speaker:
Rob Montella Vice President, Business Practices. Rob serves as a Senior Strategist in Business Practices’ for GSAM’s Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors’ business efficiency and productivity. Prior to joining Goldman Sachs, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms.
Cost: Members $25, Non-members $75, Student $10
Registration: Save The Date

October 2021 Chapter Meeting
2021-10-08 09:00 - 10:30 | CA
Overview:
Topic: China Internet & Equity Market Update
Speaker: Brendan Ahern, Chief Investment Officer
Featured Partner: Kira Benson, EMQQ
Venue: Webinar
About the Speaker:
Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2012. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape.
Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night (www.chinalastnight.com), which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia, and he is quoted in The Wall Street Journal and Investor’s Business Daily.
Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.
Cost: Members $25, Non-members $75, Student $10
Registration: Click here

October 2021 Student Forum
2021-10-22 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: Taking the Long View: Preparing Your Clients for Retirement
Speaker: James Park, APMA, Branch Manager, Ameriprise Financial and Principal of WisdomSource Wealth Advisory Group; Chris Wentzien, MBA, CPA, CFP®, Founder and Principal of Natural Bridges Financial Advisors
Location: Zoom Session, Details to follow with Registration
How do you get your clients to live their plan—from financial goal-setting to living a successful retirement?
For professional financial planners, helping clients build a retirement plan has a work scope much broader than simple TVM calculations and amassing a specific pot of money.
Join two seasoned financial planners in a dynamic virtual discussion about the practical tools financial planners use to help clients identify the hard and soft goals for a successful retirement plan. We’ll talk about working with clients at various points in their aging lifecycle, balancing economic ups and downs, and helping them take the steps they need to reach their goals. Common pitfalls will be addressed.
Come share your experience.
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 October 19, 2021.
About the Speaker:
Speaker Bio will follow shortly.

Top of Mind Series Webinar - November 2021
2021-11-03 10:00 - 11:00 | CA
Overview:
Topic: Combating Zoom Fatigue
Speaker: Shelley Golden
Location: Virtual Event
Cost: Free to FPA members
Registration: Click here

November 2021 Chapter Meeting
2021-11-12 09:00 - 10:30 | CA
Overview:
Topic: Anticipated Tax Law Changes/Can CRUTs replace “Stretch IRA”?
Speaker: Roxanne T. Jen, Esq.
Featured Partner: Greg Hacker, Open Mortgage
Venue: Zoom Webinar
About the Speaker:
TBA

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

December 2021 Holiday Chapter Meeting
2021-12-10 16:00 - 18:00 | CA
Overview:
Topic: Virtual Holiday Party/Virtual Olive Oil Tasting Experience & Networking
Speaker: McEvoy Ranch Representative
Featured Partner: Beth Miller-Rowe, The Reverse Mortgage Group
Venue: Zoom Webinar
About the Speaker:
N/A

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

January 2022 Chapter Meeting
2022-01-14 09:00 - 10:30 | CA
Overview:
Topic: State of The Silicon Valley Economy
Speaker: Larry Stone, Santa Clara County Tax Assessor
Venue: Zoom Webinar
About the Speaker:
N/A

Cost: Members $40, Non-members $75, Student $10
Registration: Register Here

February 2022 Chapter Meeting
2022-02-10 16:00 - 17:30 | CA
Overview:
Topic: 2021/2022 Tax Update
Speaker: Douglas Ratke of Radtke & Company CPAs
Venue: Zoom Webinar
About the Speaker:
Doug is a California Certified Public Accountant and sole proprietor of Radtke & Company CPAs in Mountain View, a public accounting firm providing tax and attestation services.

Cost: Members $40, Non-members $75, Student $10
Registration: Click here

February 2022 Student Forum
2022-02-25 12:00 - 13:30 | UCSC Extension, 3175 Bowers Avenue, Santa Clara, CA, 95054, United States
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: Financial Planning Business Models
Speaker: Ethan Pepper, CFP®, EA, Founder of Orchard City Wealth Management, LLC; Phuong N. Quach, CFP®, CRPC®, BFA, Private Wealth Advisor and a co-owner of Quach, Chien & Associates; Eric Solve, CFP®, EA, Senior Advisor and Partner at Wade Financial
Location: UCSC Extension in Santa Clara (3175 Bowers Avenue)
Registration: Click here

February 2022 Financial Planning Day
2022-02-26 10:00 - 15:00 | CA
Overview:
Topic: Financial Planning Day with Sunnyvale Public Library
Speaker: Various 1-on-1 Consultations
Venue: Zoom Webinar
About the Speaker:
Registration: Click here

March 2022 Chapter Meeting
2022-03-11 09:00 - 10:30 | CA
Overview:
Topic: Digitization Has Accelerated Growth in Gaming and Digital Assets Industries
Speaker: John Patrick Lee, Product Manager of VanEck
Venue: Zoom Webinar
About the Speaker:
N/A

Cost: Members $40, Non-members $75, Student $10
Registration: Click here

April 2022 Chapter Meeting [Special Date!]
2022-04-26 17:00 - 20:00 | Arcade & Gastropub, 400 E Campbell, Campbell, CA, 95008, United States
Overview:
April 8 Chapter Meeting Rescheduled to April 26 @ 5:00pm to 8:00pm
Topic: Joint Associations Networking Collaborative with Magic Act Special Event – Financial Association of Silicon Valley, Santa Clara County Estate Planning Council, and Silicon Valley Association for Financial Professionals
Speaker: Theron Schaub
Venue: LvL Up Arcade & Gastropub
About the Speaker:
San Francisco Bay Area Magician

Cost: TBD
Registration: Click here

May 2022 Chapter Meeting
2022-05-12 16:00 - 19:00 | CA
Overview:
Topic: What is Long Term Care Insurance and Why Many Clients Will Need it PLUS Happy Hour Networking
Speaker: Jesse Thai of American Brokerage Network
Sponsors: NFP & Cantor Fitzgerald
Venue: Topgolf San Jose
About the Speaker:

N/A

Cost: Members $40, Non-members $75, Student $10
Registration: Click here

July 2022 Chapter Meeting
2022-07-08 09:00 - 10:30 | CA
Overview:
Topic: “The Last Things We Talk About” (End of Life Transition Estate Planning Map)
Speaker: Rev. Dr. Elizabeth Boatwright, BCC-PCHAC, CFP®
Venue: Zoom Webinar
About the Speaker:
N/A

Cost: Members $40, Non-members $75, Student $10
Registration: Click here

September 2022 Hybrid Chapter Meeting (In-Person & Pilot Video Streaming)
2022-09-08 16:00 - 18:00 | Top Golf San Jose, 10 Topgolf Drive, San Jose, CA, 95002, United States
Overview:
Topic: What you need to know about the future of Real Estate and how it will impact you
Speaker: Sandy Jamison, REALTOR®
Venue: Top Golf San Jose & Pilot Zoom Video Streaming
About the Speaker: Sandy is highly acclaimed with numerous awards and credentials including “Realtor of The Year” by the Santa Clara County Association of Realtors, “Woman of Distinction” award by the National Association of Women Business Owners, and made the “Top 100 Women of Influence” list by the Silicon Valley Business Journal. She has been featured on KTVU, Fox, Mercury News, KSFO, KTRB, KCBS, KFOX, and BayFM and many other publications and news media. She founded Tuscana Properties® in 2008 after spending 10 years working in High Tech companies like eBay and Advanced Micro Devices. With a small team of less than 5 people she has become a top producing agent in San Jose.
Cost: Members $40, Non-members $75, Student $10, and Externs $0
Registration: click here to register: http://events.constantcontact.com/register/event?llr=9v8v6qpab&oeidk=a07ejc8nrwf0d41125a

October 2022 Chapter Meeting Webinar
2022-10-14 09:00 - 10:30 | CA
Overview:
Topic: Apes in the ether: digital assets yesterday, today, and in your client’s legacies
Speaker: Mitch Mitchell, TrustandWill.com
Venue: Zoom Webinar
About the Speaker:
Mitch is Associate Counsel of Estate Planning at Trust & Will, where he acts as an integral part of the company’s internal legal team. As an experienced estate planning and probate attorney, Mitch brings over a decade of knowledge and real-life experience to Trust & Will’s service offerings. Before joining Trust & Will, Mitch was a lawyer in private practice, where he helped individuals prepare their estate plans and helped families navigate probate after the loss of a loved one. He is a Baylor University School of Law graduate, where he earned a JD. Mitch lives in Houston with his wife and three young children.

Cost: Members $40, Non-members $75, Student $10 (plus como-tickets if plan to attend the Ethics webinar session that follow)
Registration: Click here

Oct 2022 Annual Ethics Virtual Seminar
2022-10-14 10:45 - 13:00 | CA
Overview:
Topic: Annual Ethics Virtual Seminar
Speaker: Curt Weil, CFP®
Venue: Zoom Webinar
About the Speaker:
N/A

Cost: Members $40, Non-members $60 (late fee from Oct 8 – Members $60, Non-members $75)
Registration: Click here

November 2022 Chapter Meeting Webinar
2022-11-11 09:00 - 10:30 | CA
Overview:
Topic: FAFSA Changes that WILL Impact Your Clients
Speaker: Cozy Wittman, College Inside Track
Venue: Zoom Webinar
About the Speaker:
As Education and Partnership leader at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! She was featured in The Journal of Financial Planning on the subject of college planning.
Cost: Members $40, Non-members $75, Student $10
Registration: Click Here

December 2022 Chapter Meeting
2022-12-09 16:00 - 18:00 | CA
Overview:
Topic: Holiday Party and Wine Tasting
Venue: Maggiano’s Little Italy Restaurant, 3055 Olin Ave Suite 1000, San Jose, CA 95128
Cost: Members $40, Non-members $75, Student $10
Registration: Save-The-Date

January 2023 Chapter Meeting
2023-01-12 16:00 - 18:00 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
TOPIC: 2023 Tax Update
SPEAKER: Kathy Fitzpatrick, Partner of Fitzpatrick & Tucker Inc.

SUMMARY: 2022 has been another challenging year for professionals in tax and financial planning. From high inflation, high interest rate to equity market meltdown, plenty of developments have been keeping professionals as well as clients busy. In this presentation we will discuss tax law changes that impact planning for year 2023 and strategies for dealing with those changes.

Financial Advisors Needed For Pro Bono/Planners in the Library
2023-02-04 10:00 - 15:30 | Gilroy Library, 350 W Sixth Street, Gilroy, CA, 95020, United States
Topic: Financial Advisors Needed For Pro Bono/Planners in the Library
Location: Gilroy Library, 350 West Sixth Street, Gilroy
Time: 10:00 am – 3:30 pm
» Click here for more information or to register for this event

February 2023 Chapter Meeting
2023-02-09 16:00 - 18:00 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
TOPIC: Investing in the Low-Carbon Leaders of the Future
SPEAKER: Roger Mortimer, Portfolio Manager of KraneShares
SUMMARY:

Learn more about the emerging decarbonization leaders disrupting their industries and the companies enabling them:
• Can provide potential portfolio diversification, as climate-focused investments may act as a differentiated and non-correlated source
of return that are not driven by the economic cycle
• A liquid global thematic climate-aligned strategy, diversified by sector, geography, and market cap
• Active management allows for dynamic exposure in an evolving investible universe
• Tax efficiency – portfolio rebalancing does not incur tax impact from capital gains in actively managed portfolio

SPEAKER BIO:
Roger Mortimer joined KraneShares in 2022 as a Portfolio Manager. Roger is an experienced public-equity investor with over 20 years of experience investing globally in the energy, materials, industrial, and utility industries. He brings deep industry experience and specialized knowledge of clean energy technologies.
Before KraneShares, Roger was Senior Portfolio Manager/ Senior Vice-President with CI Global, where he restructured a C$10B equity mutual fund unit and was Portfolio Manager on C$6B+ in mutual fund assets. Prior to CI, Roger founded Parador Asset Management where he managed long-short capital; was an international equity portfolio manager at Capital Group Companies; and held multiple portfolio management roles with AIM Funds/ Amvescap (now Invesco) , including managing the C$1.6B AIM Canadian First Class Fund and $800 M in the AIM Opportunities I, II and III Funds. Roger’s career began in the corporate development group at Canadian Utilities. Roger has received recognition for managing top-performing strategies on numerous occasions.
Mortimer received a B.A. in Economics from the University of Western Ontario, holds an M.B.A. degree from the Ivey Business School, and earned a corporate governance certificate from Kellogg.

More Information
Ticket price includes: heavy appetizers, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 pending CFP CEU is available for this session

Joint Chapter Meeting with SCCEPC & FSP
2023-02-27 17:30 - 20:00 | Delta Hotels by Marriott Santa Clara Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA, 95054
