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X-WR-CALNAME:Financial Planning Association of Silicon Valley
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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:20171201T120000
DTEND;TZID=UTC:20171201T133000
DTSTAMP:20171117T045240Z
CREATED:20171101T014150Z
LAST-MODIFIED:20171117T045240Z
UID:476-1512129600-1512135000@www.fpasv.org
SUMMARY:December 2017 Student Forum - The Good\, the Bad\, and the Very Ugly Truth about Starting Your Own RIA Practice
DESCRIPTION:Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).  These meetings are not open to the public.\nMeeting Description\nTopic:  The Good\, the Bad\, and the Very Ugly Truth about Starting Your Own RIA Practice\n \nAll Financial Advisors need to conduct their business in compliance with state and federal law. An Advisor who starts his own firm must register as a Registered Investment Advisor (RIA). Chris Wentzien and Anandi Krishnamurthy will share their personal experiences related to starting their RIA practices. The talk will include general information about starting an RIA practice and specifics like: \nThe talk will include general information about starting an RIA practice and specifics like:\n• getting your first 10 (quality) clients\n• marketing strategies\n• start-up costs\n• efficiency as practice expands\n• goals and accountability for building your practice\n• licenses and qualifications necessary\n• compliance and liability concerns. \nMany students dream of starting their own financial advisory practice\, but there are challenges along the way. Whether you know exactly what path you plan to follow or are still weighing your options\, this talk will provide you with valuable information. \nSpeaker Biographies\nAnandi Krishnamurthy\, CFP®\, began her work life as a software developer. She completed the Personal Financial Planning certificate from UCSC Extension in 2012\, passed the CFP® exam in March 2013 and her CFP® in early 2016. She worked at Wade Financial Advisory until recently\, with clients from many walks of life\, developing and presenting financial plans\, proposing tax optimization strategies and analyzing client portfolios. She also specializes in optimizing employee benefits such as 401k plans and stock compensation. Recently\, Anandi launched her own financial planning firm\, On Track Financial Advisory\, focused primarily on young professionals and their families as well as baby boomers contemplating retirement in the near future. Anandi has a Masters in Computer Science from Rochester Institute of Technology in Rochester NY and a Bachelors in Electrical Engineering from Birla Institute of Science and Technology in Pilani\, India. \nChris is the founder and principal of Natural Bridges Financial Advisors. He holds a BA in Economics from the University of California at Santa Barbara and an MBA from Westminster College. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA). Prior to starting his own firm in 2008\, Chris worked at a leading Silicon Valley wealth management firm. He is currently an instructor at the UCSC Extension Silicon Valley Personal Financial Planning Department. He has also served on the Board of Directors for the Silicon Valley Financial Planning Association. As a former professional soccer player\, Chris is one of the founders of the Santa Cruz County FC Revolution\, a non-profit premier youth soccer club working with underserved children in Santa Cruz County. \nPricing and Registration\nClick here to register.  This is a free event.  Registration is open through November 30th.  Student Forum sessions are open to FPA members and UCSC Extension students enrolled in the Personal Financial Planning Program.\n \nLogistics:  Lunch is not provided.  You are welcome to bring a sack lunch. Parking is free.  The parking lot entrance is on Scott Blvd.
URL:https://www.fpasv.org/event/december-2017-student-forum-the-good-the-bad-and-the-very-ugly-truth-about-starting-your-own-ria-practice
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
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DTSTART;TZID=UTC:20171208T160000
DTEND;TZID=UTC:20171208T180000
DTSTAMP:20171101T030600Z
CREATED:20171101T015854Z
LAST-MODIFIED:20171101T030600Z
UID:481-1512748800-1512756000@www.fpasv.org
SUMMARY:December 2017 Chapter Meeting and Holiday Social - What is Your 140.6 Challenge?
DESCRIPTION:Meeting Description\nJoin us for a special treat this month as we host our holiday social\, enjoy a motivational presentation\, and vote on our 2018 Board of Directors.  Our meeting and social will be from 4:00 to 6:00 pm.\n \nTopic:  What is Your 140.6 Challenge?\n \nIn today’s fast-paced and demanding technology workplace\, employers need their employees to embrace constant change and risk as opportunities and possibilities for the company and themselves. Employees\, on the other hand\, often feel stressed and overwhelmed\, and not able to rise to all that is being demanded of them in their work and personal lives. Bobbie will share what she has learned in her journey to becoming an Ironman (a race which has 140.6 human-powered miles)\, and the three keys that will instruct and inspire others to meet the challenges they face. \nThere is no CE offered for this session. \nThank you to our December Featured Partner\, James Park of Ameriprise Financial Services\, Inc. \nSpeaker Biography\nBobbie LaPorte has an MBA from Harvard\, and a Masters in Positive Leadership and Strategy from IE Business School in Madrid. She has served in CEO\, COO and CMO roles in several Fortune 50 companies. She is also an endurance athlete and multiple-Ironman triathlon finisher. \nPricing and Registration\nClick here to Register.\n \nAdvanced pricing is available through December 4th:\nFPA Members  $40        Non-Members:  $60 \nAfter December 4th\nFPA Members:  $60       Non-members:  $75 \nOnline Registration will be open through Monday\, December 4th.  At-the-door registration is available but limited\, so pre-registration is strongly encouraged. \nNo refunds after 12:00 pm on Tuesday\, December 5th.
URL:https://www.fpasv.org/event/december-2017-chapter-meeting-and-holiday-social-what-is-your-140-6-challenge
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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