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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART:20170101T000000
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DTSTART;TZID=UTC:20180209T113000
DTEND;TZID=UTC:20180209T133000
DTSTAMP:20180124T035626Z
CREATED:20180103T085416Z
LAST-MODIFIED:20180124T035626Z
UID:563-1518175800-1518183000@www.fpasv.org
SUMMARY:February 2018 Chapter Meeting:  Cybersecurity
DESCRIPTION:Overview:\nChanging the Cybersecurity Conversation\n\nWes Stillman will be offering a more positive approach to how RIAs can proactively respond to the call of cybersecurity by putting the power and responsibility in the hands of the advisor. This interactive session offers improvements to four core business areas with fifteen best practices a firm can immediately benefit from. \nAbout the Speaker:\nWes Stillman\, CEO of RightSize Solutions \nAfter 30+ years of managing technology in high-level positions\, Wes Stillman began RightSize Solutions in 2002 because RIAs needed a technology partner who really understood their needs. More than 13 years later\, he remains committed to understanding every nuance of his clients’ businesses. Prior to founding RightSize Solutions\, Wes’ clients included major airlines\, broker dealers\, trust companies\, health care providers\, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company\, FSB\, Comdisco\, Midwest Consulting Group (Senior Consultant) and Yellow Technology Services (Director of Technology). A technology-pioneer in every sense\, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity\, cloud-based environments and leveraging technology. \nCost:\nEarly Registration through February 5th $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members.
URL:https://www.fpasv.org/event/cybersecurity
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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DTSTART;TZID=UTC:20180223T120000
DTEND;TZID=UTC:20180223T133000
DTSTAMP:20180131T033530Z
CREATED:20180107T034147Z
LAST-MODIFIED:20180131T033530Z
UID:611-1519387200-1519392600@www.fpasv.org
SUMMARY:Brown Bag - Senior Housing and Quality of Life: Understanding Your Options
DESCRIPTION:Brown Bags are lunchtime meetings with a focused topic and speaker\, typically attended by 10-12 people\, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members\, $25 for non-members\, with attendees bringing a bag lunch. Pre-registration is required and attendance is limited to 12 based upon conference room space. \nOverview:\nSenior Housing and Quality of Life: Understanding Your Options \nAffordable\, accessible\, and well-located housing is central to quality of life for people of all ages\, but especially for older adults. As the single largest item in most household budgets\, housing costs directly affect day-to-day financial security. In addition\, the entire concept of what seniors consider a good life has changed in profound ways. People want an active life — physically\, mentally and socially — and your choice of a living environment should offer those amenities.\nEducation\, planning and resources are the key to making the best housing choice for you. \nTopics in this seminar will include:\n• On overview of housing options available to seniors\n• Other factors to consider when evaluating housing options\n• Resources that are available to assist you in the decision making process \nAbout the Speaker:\nJim McCabe\, DSW\, MSW\, MPH is the President of Eldercare Resources. He has more than 25 years of experience in health care and long term care planning. Dr. McCabe has twice served on the Board of the American Society on Aging and is a member of thel Financial Planning Association. He is the author of the book Solving the Housing Retirement Puzzle: 20 Tips to Help You Make the Right Decision\, and is a frequent contributor to journals and newsletters. \nCost:\n$10 for FPA Members.  $25 for Non-Members
URL:https://www.fpasv.org/event/611
LOCATION:Ameriprise Financial Services\, Inc.\, 1919 S. Bascom Avenue\, Suite 100\, Campbell\, CA\, 95008
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