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X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART:20160101T000000
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BEGIN:VEVENT
DTSTART;TZID=UTC:20171104T130000
DTEND;TZID=UTC:20171104T160000
DTSTAMP:20171101T012953Z
CREATED:20171101T012933Z
LAST-MODIFIED:20171101T012953Z
UID:473-1509800400-1509811200@www.fpasv.org
SUMMARY:November 2017 Financial Planning Day
DESCRIPTION:Financial Planning Day is a event in which CERTIFIED FINANCIAL PLANNER™ Professionals volunteer to provide free one-on-one counseling to area residents. Financial Planning Day is intended to be a free benefit for the public\, and volunteers are not allowed to solicit business\, distribute business cards or marketing materials\, or follow up with attendees. In other words – there are no strings attached for the attendees. \nTo Volunteer\, Click here. \nTo sign up to attend\, Click here.
URL:https://www.fpasv.org/event/november-2017-financial-planning-day
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20171110T113000
DTEND;TZID=UTC:20171110T133000
DTSTAMP:20171101T004420Z
CREATED:20171101T004420Z
LAST-MODIFIED:20171101T004420Z
UID:462-1510313400-1510320600@www.fpasv.org
SUMMARY:November 2017 Chapter Meeting - Sustainable\, Responsible & Impact Investing - Implementing your Client's Wishes Today
DESCRIPTION:Meeting Description\nTopic:  Sustainable\, Responsible & Impact Investing – Implementing your Client’s Wishes Today \nNancy Reyes Mullins will review the foundational tenets of SRI investing as contrasted to traditional diversified investment strategies\, including how SRI principles and strategies have evolved over time. Learn how to question your clients effectively on their specific SRI objectives\, what tools and techniques are available to advisors today\, and critically\, then how to effectively translate those objectives into real live portfolios. \nLearning Objectives:\n(1) Review of the foundational tenets of SRI investing\, (2) Identify what is driving demand for sustainable investment solutions\, 3) Learn how to question clients effectively on their specific SRI objectives\, and (4) How to translate those objectives into real live portfolios. \nLevel of Complexity: Intermediate \n1.5 hours CFP CE has been granted by the CFP Board for this session. \nThank you to our November Featured Partner\, Christina Gray of Stonecrest Managers. \nSpeaker Biography\nNancy Reyes Mullins is the Founder of RI Strategy Consulting\, providing customized sales and marketing strategies for investment companies operating in the field of Sustainable\, Responsible and Impact Investing (SRI). She currently serves on the Board of Directors for US SIF. US SIF is the US membership association for professionals\, firms\, institutions and organizations engaged in sustainable\, responsible\, and impact investing. Prior to launching RI Strategy Consulting Nancy was the Director of Advisor Relations at Parnassus Investments from 2005 to 2015. She managed fund distribution via the wire house\, RIA\, bank trust and independent broker dealer channels. She has over fifteen years of experience in the field of responsible investing\, holds the Series 6\, 26\, 63 and 65 securities licenses\, and received a bachelor’s degree in economics from the University of California\, Santa Cruz. \nPricing and Registration\nClick here to register. \nAdvanced pricing is available through November 6th:\nFPA Members  $40        Non-Members:  $60 \nAfter November 6th\nFPA Members:  $60       Non-members:  $75 \nOnline Registration is open through Monday\, November 6th.  At-the-door registration is available but limited\, so pre-registration is strongly encouraged. \nNo refunds after 12:00 pm on  Tuesday\, November 7th.
URL:https://www.fpasv.org/event/november-2017-chapter-meeting-sustainable-responsible-impact-investing-implementing-your-clients-wishes-today
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20171130T180000
DTEND;TZID=UTC:20171130T200000
DTSTAMP:20171101T005347Z
CREATED:20171101T005333Z
LAST-MODIFIED:20171101T005347Z
UID:464-1512064800-1512072000@www.fpasv.org
SUMMARY:November 2017 NexGen Event - What's Next after CFP®?
DESCRIPTION:About the Meeting\nFPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals.  \nJoin us at our upcoming NexGen meeting featuring speaker Kacy Gott\, CFP®.  This month’s topic is “What’s Next after CFP®?”\n \nPricing and Registration\nClick here to register.  This is a free event.\n \n 
URL:https://www.fpasv.org/event/november-2017-nexgen-event-whats-next-after-cfp
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
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