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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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240314T113000
DTEND;TZID=America/Los_Angeles:20240314T133000
DTSTAMP:20240229T181016Z
CREATED:20240119T175344Z
LAST-MODIFIED:20240229T181016Z
UID:3531-1710415800-1710423000@www.fpasv.org
SUMMARY:March 2024 Chapter Meeting
DESCRIPTION:Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act\n\n\nSPEAKER\n\n \nLarry Pon\, CPA/PFS\, CFP\, EA\, USTCP\, AEP at Pon & Associates \nSUMMARY \n\nYou are invited to hear this presentation that aims to provide a concise overview of the multifaceted changes within the Tax Cut & Job Act\, urging a closer examination of their implications before the scheduled expiration on December 31\, 2025. It will become evident that significant alterations have been made to the income tax landscape.  \nLearn what you can do in tax and financial planning considerations with your clients. \n\nSPEAKER BIO \nLawrence Pon is a Certified Public Accountant\, Personal Financial Specialist\, Certified Financial Planner\, Enrolled Agent\, United States Tax Court Practitioner\, and Accredited Estate Planner in Redwood Shores\, CA. Mr. Pon has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics nationally. Mr. Pon teaches Income Tax at College of San Mateo. Mr. Pon received his BS in Business Administration from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco. \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/march-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:20240208T113000
DTEND;TZID=America/Los_Angeles:20240208T133000
DTSTAMP:20240119T182300Z
CREATED:20240119T174827Z
LAST-MODIFIED:20240119T182300Z
UID:3527-1707391800-1707399000@www.fpasv.org
SUMMARY:February 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO RSVP\nFixed Income 2024 Outlook and Positioning\n\n\nSPEAKER \n\n \nBob Fields\, Managing Director\, J.P Morgan Asset Management Global Fixed Income\, Currency & Commodities (GFICC)  \nSUMMARY  \n\nYou are invited to hear insights from Bob Fields\, member of the J.P. Morgan Global Fixed Income\, Commodities and Currency Team. \nUsing the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets\, he will share thoughts on the current economic landscape\, interest rates and inflation outlook\, and opportunities in fixed income for 2024. \n\nSPEAKER BIO  \nBob Fields\, managing director\, is a member of the Global Fixed Income\, Currency & Commodities (GFICC) group at J.P. Morgan Asset Management Based in San Francisco\, Bob is a fixed income portfolio specialist responsible for client communications and providing insights across all sectors of the fixed income market. Prior to joining the firm in 2011\, he was at PIMCO for 10 years as senior vice president in the Newport Beach office and the product manager for tax sensitive assets. In addition\, he wrote commentary about fixed income markets\, pertinent and timely thought pieces\, and created a number of innovative tax efficient funds. Before that\, Bob spent 12 years with Goldman Sachs as vice president in the institutional fixed-income division in both New York and San Francisco. Bob has over 30 years of investment experience and holds an undergraduate degree from Brown University. He completed the executive program in public finance from the University Of Michigan School Of Business and holds Series 3\, 7 and 63 licenses. \nFEATURED SPONSOR\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/february-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:20240124T160000
DTEND;TZID=America/Los_Angeles:20240124T180000
DTSTAMP:20240119T174534Z
CREATED:20240119T174534Z
LAST-MODIFIED:20240119T174534Z
UID:3524-1706112000-1706119200@www.fpasv.org
SUMMARY:Meet The Board
DESCRIPTION:This will be a casual networking event to connect with FPASV’s 2024 board and chapter members. Seize the opportunity to mingle\, share insights\, and learn about fostering connections within the association and other FPA members.
URL:https://www.fpasv.org/event/meet-the-board
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:20240111T113000
DTEND;TZID=America/Los_Angeles:20240111T133000
DTSTAMP:20231218T182952Z
CREATED:20231218T181831Z
LAST-MODIFIED:20231218T182952Z
UID:3506-1704972600-1704979800@www.fpasv.org
SUMMARY:January 2024 Chapter Meeting
DESCRIPTION:Economic Update and Outlook: CLICK HERE TO REGISTER\n\n\nSPEAKER\n \nEconomist & National Speaker\, First Trust\nSUMMARY \n\nBryce Gill will be focus his presentation on describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come. \nKey Takeaways: \n\nCommentary on Economy\nAsset Class Outlook\nStrategy Outlook\n\n\nSPEAKER BIO \nBryce is an Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. \nAt First Trust\, Bryce is responsible for analyzing economic indicators\, writing economic commentaries and producing articles on the First Trust Economics Blog. He is also one of First Trust’s national speakers\, traveling around the U.S. to present timely information on the economy and financial markets to both professional and everyday investors. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients. \nBryce is based in First Trust’s Austin\, TX office and received an MBA from the University of Texas McCombs School of Business and a BA in Economics from Miami University (Ohio).\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/january-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:20231214T160000
DTEND;TZID=America/Los_Angeles:20231214T180000
DTSTAMP:20231113T152926Z
CREATED:20230105T034056Z
LAST-MODIFIED:20231113T152926Z
UID:3136-1702569600-1702576800@www.fpasv.org
SUMMARY:December 2023 Holiday Party
DESCRIPTION:CLICK HERE TO REGISTER BY DEC 7
URL:https://www.fpasv.org/event/december-2023-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:20231109T160000
DTEND;TZID=America/Los_Angeles:20231109T180000
DTSTAMP:20231218T180824Z
CREATED:20230105T033955Z
LAST-MODIFIED:20231218T180824Z
UID:3134-1699545600-1699552800@www.fpasv.org
SUMMARY:November 2023 Chapter Meeting
DESCRIPTION:Topic: Chapter Meeting: Everything you wanted to know about Financial Therapy…but didn’t ask \nSpeaker: Elana Feinsmith \n» Save the date. Registration will open soon.
URL:https://www.fpasv.org/event/november-2023-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:20231104T100000
DTEND;TZID=America/Los_Angeles:20231104T140000
DTSTAMP:20231027T142812Z
CREATED:20231002T025043Z
LAST-MODIFIED:20231027T142812Z
UID:3443-1699092000-1699106400@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:Topic: Financial Advisors Needed For Pro Bono/Planners in the Library \nLocation: San Mateo Library\, 55 West 3rd Avenue\, San Mateo \nTime: 10:00 am – 2:00 pm \n» Click here for more information or to register as a volunteer \n____________________________________________ \nFor Interested Community Members: Come to Financial Planning Day in San Mateo and get free\, objective\, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals. CERTIFIED FINANCIAL PLANNER™ professionals are volunteering to offer free\, in-person\, one-on-one counseling and financial workshops throughout the day. Registration is required. Register online or call (650) 522-7818. Financial Planners will not be marketing services or selling products. \nPresented by FPA of Silicon Valley\, a non-profit organization. Financial Planners will not endorse or recommend individual stocks or products. This workshop is offered as a public service to improve financial literacy\, free of charge.
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-3
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231028T100000
DTEND;TZID=America/Los_Angeles:20231028T140000
DTSTAMP:20231027T143325Z
CREATED:20231002T024854Z
LAST-MODIFIED:20231027T143325Z
UID:3441-1698487200-1698501600@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:Topic: Financial Advisors Needed For Pro Bono/Planners in the Library \nLocation: Redwood City Library\, 1044 Middlefield Road\, Redwood City \nTime: 10:00 am – 2:00 pm \n» Click here for more information or to register as a volunteer \n____________________________ \nFor Interested Community Members: Come to Financial Planning Day in Redwood City and get free\, objective\, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals. CERTIFIED FINANCIAL PLANNER™ professionals are volunteering to offer free\, in-person\, one-on-one counseling and financial workshops throughout the day. Contact the organizer (rkutler@redwoodcity.org) to make a free 30 minute appointment with a Certified Financial Planner™\n.\nYou will receive a confirmation with your appointment time. We will welcome walk-in appointments until all spots are taken.\nThere are Spanish appointments available. Hay citas en español disponibles. \nPresented by FPA of Silicon Valley\, a non-profit organization. Financial Planners will not endorse or recommend individual stocks or products. This workshop is offered as a public service to improve financial literacy\, free of charge.
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-2
LOCATION:Redwood City Public Library\, 1044 Middlefield Rd\, Redwood City\, CA\, 94063
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231012T160000
DTEND;TZID=America/Los_Angeles:20231012T180000
DTSTAMP:20230824T184027Z
CREATED:20230105T033822Z
LAST-MODIFIED:20230824T184027Z
UID:3132-1697126400-1697133600@www.fpasv.org
SUMMARY:October 2023 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER\n\n3 Strategies That Will Amplify Your Networking Efforts And Generate More Revenue!\n\n \n\n\n\nSPEAKER \nCameo Roberson is the Founder/CEO of Atlas Park Consulting \nSUMMARY  \n\nWinning prospects\, influencing your network and normalizing sharing referrals are interrelated parts to growing your business. What we don’t talk about but keeps us up at night is how to MANAGE all your business development follow up activities. Beyond just showing up\, how can you make sure you’re building strong Know-Like-Trust currency and stop leaving money on the table? \n1. Put a list together and schedule time to tackle it.\n2. Hand the follow up to your assistant.\n3. Adopt templates and checklists to keep you organized. \nThe W.I.N.G.G.™ Method helps busy professionals implement a flawless follow up system\, without feeling overwhelmed\, so you can turn your “Contacts into Contracts”\, build stronger connections and grow your business. \nIn this interactive 40 minute training\, learn from a Former Networking Newbie (who had 5 people in her network when she was laid off for the second time in 2011) into a Networking Naturalista who has transformed her network into expansive connections and new business worldwide! \n\nSPEAKER BIO  \n \nCameo Roberson is the Founder of Atlas Park Consulting\, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. Atlas Park helps leaders and teams execute their growth strategy\, improve business processes\, streamline operations and systematize the day-to-day; without feeling overwhelmed so you can be prepared for next level growth. Cameo is also the interim COO for CHIP\, connecting Black\, Hispanic\, and Latinx wealth advisors to new clients. Previously\, Cameo spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms. Her experience and expertise in practice management techniques\, creates presentations that are new\, different and relevant. \nCameo has been interviewed about how advisors can drive growth through the coordination of people\, processes and technology in several publications; including Wealth Management Magazine\, The Journal of Financial Planning\, Forbes Magazine\, Financial Planning Magazine and Investor’s Business Daily.  \nSite: https://atlasparkco.com/  \nFollow her on LinkedIn and Twitter @atlasparkco \n\n\nMore Information\nTicket price includes: heavy appetizers\, 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 CEU pending for this session  \nNo refunds after 3pm the day before the meeting.
URL:https://www.fpasv.org/event/october-2023-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:20231012T134500
DTEND;TZID=America/Los_Angeles:20231012T160000
DTSTAMP:20230824T172707Z
CREATED:20230803T163159Z
LAST-MODIFIED:20230824T172707Z
UID:3409-1697118300-1697126400@www.fpasv.org
SUMMARY:Oct 2023 Annual Ethics Hybrid Seminar
DESCRIPTION:CLICK HERE TO REGISTER\n\n2023 Hybrid Ethics Training \n \nIn-Person or via Zoom (login details in confirmation email) \n\n\n\n\n\nSPEAKER: Curt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \n\n \nSUMMARY: This program fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s latest Code of Ethics and Standards of Conduct. \nThe 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. \nSPEAKER BIO: 45+ years as a stockbroker\, financial planner\, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California\, Santa Cruz. \n\n\nMore Information\n2.0 approval pending for CFP CEU is available for this session. \n**You will need to be logged into your computer or Zoom app and take a poll near the end of the meeting to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer. \nNo refunds after October 10. \n**For those attending in-person\, you are not required to attend the following Chapter Meeting in order to attend the Ethics session**
URL:https://www.fpasv.org/event/oct-2023-annual-ethics-hybrid-seminar
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:20230914T160000
DTEND;TZID=America/Los_Angeles:20230914T180000
DTSTAMP:20230823T033500Z
CREATED:20230105T033711Z
LAST-MODIFIED:20230823T033500Z
UID:3130-1694707200-1694714400@www.fpasv.org
SUMMARY:September 2023 Chapter Meeting
DESCRIPTION:RSVP HERE\nLet’s Protect Our Kids\, From Being Kids.\n\n\n \n\n\n\nSPEAKER\nKern Singh is a Founding Partner of the Singh Law Firm \nSUMMARY \n\nIn this presentation\, we will explore the key components of a holistic approach to estate planning and asset protection. Our focus will be on three crucial areas: \nGST Trusts: Shielding Your Assets from Divorces and Creditors: Discover the power of Generation-Skipping Transfer (GST) Trusts in securing your children’s inheritances. These trusts provide a robust defense against not only divorces but also other potential creditors. Ensure your wealth remains protected and your loved ones receive the financial security they deserve\, regardless of life’s unforeseen challenges. \nAppropriate Liability Coverages on Autos and Real Estate: Discover the importance of selecting the right liability coverage for your automobiles and real estate properties. We will provide insights into risk mitigation strategies\, ensuring your assets are shielded against potential liabilities. \nCollege Pack Planning: Explore our College Pack Planning service\, designed to navigate the complex landscape gaining some rights over your adult child. \nJoin us for an insightful discussion on these critical aspects of estate planning and asset protection\, as we empower clients to make informed decisions for their financial security and legacy preservation. \n\nSPEAKER BIO \n \nKern Singh\, Esq. is a Founding Partner of the Singh Law Firm\, and has served as trusted counsel to his clients for over a decade. He is recognized as Northern California’s premier and most-sought after Estate Planning Attorney. Mr. Singh is also renowned as the preeminent attorney for Advanced Estate Planning\, specializing in Qualified Small Business Stock (QSBS) Issues\, Start-Ups\, Estate Taxes\, IPOs\, and Liquid Events all within the Estate Planning wheel-house. \nMr. Singh began his career under Vice President Kamala Harris at the San Francisco County District Attorney’s Office before transitioning to private practice. At the District Attorney’s Office\, Mr. Singh honed his lawyering skills which made a seamless transition to being a private practitioner. \nMr. Singh has been named “Super Lawyer Rising Star\,” by SuperLawyers (a distinction awarded only to the top 2.5% of Attorneys in the country)\, and is a noted “Superb Attorney” with a 10/10 rating on Avvo. Mr. Singh is the industry leader in Estate Planning\, and has prided himself on being the best for his clients. \nMr. Singh holds a dual Bachelor’s of Science in Political Science and Criminology from UC Irvine and a Juris Doctorate from Monterey College of the Law. \nJoin us for an insightful discussion on these critical aspects of estate planning and asset protection\, as we empower clients to make informed decisions for their financial security and legacy preservation. \n\n\nMore Information\nTicket price includes: heavy appetizers\, 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 CEU pending for this session  \nNo refunds after 3pm the day before the meeting. \n\n 
URL:https://www.fpasv.org/event/september-2023-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230811
DTEND;VALUE=DATE:20230814
DTSTAMP:20230708T210503Z
CREATED:20230708T210444Z
LAST-MODIFIED:20230708T210503Z
UID:3375-1691712000-1691971199@www.fpasv.org
SUMMARY:FPA FarWest Roundup
DESCRIPTION: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. 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. \nConference Agenda (August 11-13): https://www.fpafarwestroundup.org/2023-conference-program/ \nConference Registration & Fees: https://farwestroundup.regfox.com/2023-roundup \nCOVID 19 Policy\nPublic health agency requirements and guidelines regarding COVID-19 mitigation protocols change regularly. At this time\, the following \nAll Attendees are required to show proof of either: \n\nbeing up-to-date on vaccination\, including being boosted if eligible\, or;\na negative COVID-19 Test taken within one day (for antigen tests) or two days (for PCR tests) before entry into the facility.\n\nThe following are acceptable as proof of a negative COVID-19 test result: \n\nA printed document from the test provider or laboratory\, OR\nAn electronic test result displayed on a phone or other device from the test provider or laboratory.\nThe information should include person’s name\, type of test performed\, and negative test result.
URL:https://www.fpasv.org/event/fpa-farwest-roundup
LOCATION:Stevenson College (University of California Santa Cruz)\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230803T160000
DTEND;TZID=America/Los_Angeles:20230803T180000
DTSTAMP:20230707T192621Z
CREATED:20230105T033555Z
LAST-MODIFIED:20230707T192621Z
UID:3128-1691078400-1691085600@www.fpasv.org
SUMMARY:August 2023 Bocce Ball Networking Social
DESCRIPTION:August 2023 Chapter Meeting-Bocce Ball Networking Social\n \n  \n\n\nGAME ON!! CLICK HERE TO REGISTER\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! \nCO-HOSTED BY: \n\n \n  \n\n\nMore Information\nTicket price includes: heavy appetizers\, ice water & iced tea. \nNo host or cash bar for purchase of any alcholic drinks \nNo pre-paid meeting passes allowed for this special event. No refunds after July 26.
URL:https://www.fpasv.org/event/august-2023-chapter-meeting-bocce-ball
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230726T184500
DTEND;TZID=America/Los_Angeles:20230726T210000
DTSTAMP:20230407T133749Z
CREATED:20230407T133749Z
LAST-MODIFIED:20230407T133749Z
UID:3295-1690397100-1690405200@www.fpasv.org
SUMMARY:NexGen Networking Social - Giants vs. A's Game
DESCRIPTION:Invitation and more details to follow (Will be sent end of May)
URL:https://www.fpasv.org/event/nexgen-networking-social-giants-vs-as-game
LOCATION:Oracle Park Stadium\, 24 Willie Mays Plaza\, San Francisco\, CA\, 94107\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230713T160000
DTEND;TZID=America/Los_Angeles:20230713T180000
DTSTAMP:20230610T222839Z
CREATED:20230105T033507Z
LAST-MODIFIED:20230610T222839Z
UID:3126-1689264000-1689271200@www.fpasv.org
SUMMARY:July 2023 Chapter Meeting
DESCRIPTION:FEATURED SPONSOR: \n \n\n\nRSVP HERE\nMacro & Markets\n\nSPEAKERS: Andrew Revell\, VP & External Advisor Consultant and Peter Milinazzo\, VP & Account Manager at PIMCO \nSUMMARY:  \nWe will help contextualize the fixed income market\, share insights from PIMCO’s Cyclical Outlook\, and more. \nLEARNING OBJECTIVES: \n• How strained markets have led to a strong case for bonds\n• Portfolio construction and diversification in this 2023 environment\n• PIMCO’s thoughts on inflation\n• PIMCO’s views across multi-asset portfolios\n \nSPEAKERS BIOS:  \n\n \nAndrew Revell\nMr. Revell is a vice president and external advisor consultant in the New York office. He is responsible for the distribution of PIMCO mutual funds and managed accounts in Northern California. Prior to joining PIMCO in 2010\, he was a regional vice president for Claymore ETFs for three years. Mr. Revell began his career at Allianz Global Investors\, working for six years in various capacities\, including registered investment advisor sales\, mutual funds and managed accounts. He has 22 years of investment and financial services experience and holds an undergraduate degree from Hamilton College. \n  \n   \nPeter Milinazzo\nMr. Milinazzo is a vice president and account manager on the global wealth management team\, responsible for the distribution of PIMCO mutual funds\, ETFs\, alternatives\, and managed accounts to wirehouse advisors and registered investment advisors in the Bay Area. Previously\, he was an account manager on the business development team covering registered investment advisors\, independent advisors\, and bank channels in Southern California. Prior to that\, he was a senior account associate covering both Northern and Southern California. He also worked as a managed account specialist supporting PIMCO’s managed account business across the U.S. Prior to joining PIMCO in 2017\, he worked at Eaton Vance. He has eight years of investment and financial services experience and holds an undergraduate degree from Merrimack College. He is a Chartered Alternative Investment Analyst (CAIA).\n\nMore Information\nTicket price includes: heavy appetizers\, 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 CEU is available for this session \nNo refunds after 3pm the day before the meeting.
URL:https://www.fpasv.org/event/july-2023-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:20230608T160000
DTEND;TZID=America/Los_Angeles:20230608T180000
DTSTAMP:20230214T031111Z
CREATED:20230105T033226Z
LAST-MODIFIED:20230214T031111Z
UID:3123-1686240000-1686247200@www.fpasv.org
SUMMARY:June 2023 Chapter Meeting (No Meeting)
DESCRIPTION:NO MEETING THIS MONTH
URL:https://www.fpasv.org/event/june-2023-chapter-meeting
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230511T160000
DTEND;TZID=America/Los_Angeles:20230511T180000
DTSTAMP:20230421T222615Z
CREATED:20230105T032922Z
LAST-MODIFIED:20230421T222615Z
UID:3121-1683820800-1683828000@www.fpasv.org
SUMMARY:May 2023 Chapter Meeting
DESCRIPTION:May 2023 Chapter Meeting [note: special chapter meeting schedule – presentation to start at 4 pm with networking\, announcements\, featured sponsor spotlight to follow]\nCLICK HERE TO RSVP\n \n\n\n\n\nTOPIC: Welcome Back\, Income\nSPEAKER: Venk Reddy\, Portfolio Manager\, Osterweis Short Duration Credit Fund and Osterweis Sustainable Credit Fund\nSUMMARY: \n\nInvestors everywhere are asking the question: When will the economic cycle turn? But what if that’s the wrong question to ask?\nObservations about past periods of inflation as well as structural and demographic changes affecting the investing landscape may be hinting more at a long-term paradigm shift than at a short-term cycle. If that turns out to be the case\, investors may be facing a prolonged period of persistent headwinds which will require a change in mindset from a dependence on price appreciation to a focus on income.\nDuring the presentation\, Venk Reddy\, Chief Investment Officer—Sustainable Credit at Osterweis Capital Management\, will provide a data-driven picture of consumer prices\, labor markets\, and the last 40 years of capital market innovation which investors should consider when planning their portfolios for the next decade and beyond.\nLEARNING OBJECTIVES:\n\n\nWhen will the economy cycle turn\n\n\nFed’s battle against inflation is likely to last longer than anticipated\, which should keep rates higher over the near-to-medium term\, learn how to create attractive opportunities for investors seeking income.\n\n\nTimeline of structural market tailwinds\n\n\nAppreciate income when prices stop appreciating\n\n\nThe core fixed income portfolio of tomorrow will require a combination of yield and risk diversification\n\n\n\nSPEAKER BIO: \nVenk Reddy joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition. Prior to founding Zeo Capital in 2009\, Mr. Reddy was a co-founder of Laurel Ridge Asset Management\, a multi-strategy hedge fund\, where he managed the credit\, distressed\, and event-driven portfolios.\nPreviously\, Mr. Reddy structured derivative products and was head of delta-one trading as a portfolio manager within Bank of America’s Equity Financial Products group (EFP). Mr. Reddy also managed investments in event-driven situations\, convertible instruments\, and options at Pine River Capital Management and HBK Investments\, where he started his career.\nMr. Reddy is a principal of the firm and a Portfolio Manager for the sustainable credit strategies He is also a portfolio manager for the growth & income and flexible balanced strategies.\nMr. Reddy graduated from Harvard University (B.A in Computer Science with Honors).\nMore Information\nTicket price includes: heavy appetizers\, 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 CEU is available for this session \nNo refunds after 3pm the day before the meeting.\nFEATURED ANNUAL SPONSOR
URL:https://www.fpasv.org/event/may-2023-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:20230413T160000
DTEND;TZID=America/Los_Angeles:20230413T180000
DTSTAMP:20230320T052158Z
CREATED:20230105T032824Z
LAST-MODIFIED:20230320T052158Z
UID:3119-1681401600-1681408800@www.fpasv.org
SUMMARY:April 2023 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER \nTOPIC: M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market\nSPEAKERS: Linda Willis\, JD\, CEO | Consultant; Susan Danzig\, CEO | Business Coach; Jon Hoy\, COO | Head of Advisor Success of Perigon Wealth Management  \nSUMMARY: \nEvery fiduciary advisor providing financial planning and services to clients has a responsibility to have a succession plan in place. The fundamentals of preparing for succession and strategies for executing an effective succession plan are aligned with ensuring that clients receive continued competent and ethical financial planning. \nLEARNING OBJECTIVES: \n1. The need for and the fiduciary obligation to have a succession plan.\n2. Understanding of the the planning fundamentals to ensure development and implementation of succession plan.\n3. Educating on strategies for planning and executing a successful succession process.\n \nSPEAKERS BIOS: \nRoger Linda Willis is CEO and Founder of Career Management Advisors | CMA Consulting\, a financial services consultancy regarding Mergers & Acquisitions; business strategy; retained search and executive placement. A former securities litigator and graduate of Mercer University (B.A. 1987; J.D. 1991)\, Linda built a business career at global investment firms as well as launched and scaled her own independent Registered Investment Advisory firm.\nSusan Danzig has been consulting with financial services professionals since 1997.She helps her clients understand\, appreciate and clarify their true value\, define their specialization and create effective marketing strategies. Susan’s specialty is brand refinement\, messaging and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder\, a Certified Business Development Coach and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community\, Susan is a National Board Member to the Financial Planning Association. \nJonathan Hoy joined Perigon in 2019 as the COO and Head of Advisor Success after a 15 -year career in consulting. Throughout his career\, Jon has led teams that helped some of the world’s most successful organizations transform their business growth\, implement and improve business processes\, and increase their leverage of technology. He is charged with ensuring that the firm is operating efficiently and effectively by providing the organizational glue for the various departments and functions within Perigon as well as focusing on and leading M&A for the firm. \nMore 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.\n1.0 pending CFP CEU is available for this session No refunds after 3pm the day before the meeting.\nFEATURED GOLD PARTNER
URL:https://www.fpasv.org/event/april-2023-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:20230309T160000
DTEND;TZID=America/Los_Angeles:20230309T180000
DTSTAMP:20230222T035636Z
CREATED:20230105T032518Z
LAST-MODIFIED:20230222T035636Z
UID:3117-1678377600-1678384800@www.fpasv.org
SUMMARY:March 2023 Chapter Meeting
DESCRIPTION:Topic: Intentional Giving \nSummary: In this presentation you will learn how to talk with clients about their philanthropic objectives and connect them to the appropriate giving vehicles to achieve their philanthropic\, tax\, and estate planning goals. \n1. To introduce participants to charitable giving vehicles that clients may find of interest.\n2. Provide case studies in how actual gifts were executed at Stanford University.\n3. Provide information about current legislation that promotes charitable giving. \n  \nSpeakers: Wendy Chou\, Deputy Director of Planned Giving; Katie Robinson\, Sr. Associate Director of Development at Stanford University \nSpeakers biographies: \nWendy Chou joined the Office of Planned Giving in 2019 after helping donors create funds at the Oregon Community Foundation and Silicon Valley Community Foundation. Prior to working in the community foundation field for eight years\, she was a relationship manager at TIAA Kaspick and also held positions at the gift planning offices of Boston College and Santa Clara University. Wendy earned her bachelor’s degree from Tufts University and her JD from Santa Clara University. \nKatie Robinson joined Medical Center Development in 2019 as the Sr. Associate Director of Development\, supporting the fundraising efforts for the Department of Medicine. She previously worked as the Executive Director of Philanthropy for Verity Health System. Katie has more than 15 years of frontline fundraising experience in both health care and higher education. She earned her bachelor’s degree in English from University of San Diego\, and her MA from New York University.
URL:https://www.fpasv.org/event/march-2023-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:20230227T173000
DTEND;TZID=America/Los_Angeles:20230227T200000
DTSTAMP:20230214T024126Z
CREATED:20230214T024126Z
LAST-MODIFIED:20230214T024126Z
UID:3226-1677519000-1677528000@www.fpasv.org
SUMMARY:Joint Chapter Meeting with SCCEPC & FSP
DESCRIPTION:
URL:https://www.fpasv.org/event/joint-chapter-meeting-with-sccepc-fsp
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:20230209T160000
DTEND;TZID=America/Los_Angeles:20230209T180000
DTSTAMP:20230130T181035Z
CREATED:20230105T032355Z
LAST-MODIFIED:20230130T181035Z
UID:3114-1675958400-1675965600@www.fpasv.org
SUMMARY:February 2023 Chapter Meeting
DESCRIPTION:TOPIC: Investing in the Low-Carbon Leaders of the Future \nSPEAKER: Roger Mortimer\, Portfolio Manager of KraneShares \nSUMMARY:  \n\nLearn more about the emerging decarbonization leaders disrupting their industries and the companies enabling them:\n• Can provide potential portfolio diversification\, as climate-focused investments may act as a differentiated and non-correlated source\nof return that are not driven by the economic cycle\n• A liquid global thematic climate-aligned strategy\, diversified by sector\, geography\, and market cap\n• Active management allows for dynamic exposure in an evolving investible universe\n• Tax efficiency – portfolio rebalancing does not incur tax impact from capital gains in actively managed portfolio \n\nSPEAKER BIO:  \nRoger 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. \nBefore 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. \nMortimer 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. \n\n\nMore Information\nTicket price includes: heavy appetizers\, 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 pending CFP CEU is available for this session 
URL:https://www.fpasv.org/event/february-2023-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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DTSTART;TZID=America/Los_Angeles:20230204T100000
DTEND;TZID=America/Los_Angeles:20230204T153000
DTSTAMP:20230127T170039Z
CREATED:20230127T170039Z
LAST-MODIFIED:20230127T170039Z
UID:3170-1675504800-1675524600@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:Topic: Financial Advisors Needed For Pro Bono/Planners in the Library \nLocation: Gilroy Library\, 350 West Sixth Street\, Gilroy \nTime: 10:00 am – 3:30 pm \n» Click here for more information or to register for this event
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library
LOCATION:Gilroy Library\, 350 W Sixth Street\, Gilroy\, CA\, 95020\, United States
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DTSTART;TZID=America/Los_Angeles:20230112T160000
DTEND;TZID=America/Los_Angeles:20230112T180000
DTSTAMP:20230105T031648Z
CREATED:20230105T031217Z
LAST-MODIFIED:20230105T031648Z
UID:3104-1673539200-1673546400@www.fpasv.org
SUMMARY:January 2023 Chapter Meeting
DESCRIPTION:TOPIC: 2023 Tax Update \nSPEAKER: Kathy Fitzpatrick\, Partner of Fitzpatrick & Tucker Inc. \n\n \nSUMMARY: 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.
URL:https://www.fpasv.org/event/january-2023-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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