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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=UTC:20180413T113000
DTEND;TZID=UTC:20180413T233000
DTSTAMP:20180411T035750Z
CREATED:20180103T090047Z
LAST-MODIFIED:20180411T035750Z
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SUMMARY:April 2018 Chapter Meeting:  Behavioral Finance
DESCRIPTION:Overview:\nNature\, Nurture and Financial Planning\n(previously titled Heuristics\, Biases and Nudges – Topics from the Frontier of Financial Planning) \nNeuroscientific research tells us that genetically\, only some people are born to make prudent financial decisions. This talk will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of financial planners\, especially in the digital age. Discussion topics will include the planner-doer framework\, heuristics\, biases\, and nudges which figured prominently in the 2017 Economics Nobel\, awarded to Richard Thaler. \nLearning Objective:  Knowing how clients think\, and how biases and mental shortcuts may affect their thinking can help advisors help their clients make and stick with prudent decisions. \nCE:  1.5 hours CFP CE has been granted for this session by the CFP Board. \nFeatured Partner:  Matt Beck\, American Century Investments \nRegister is now closed.  To be added to the waitlist\, please email Susan Adams at execdirector@fpasv.org. \nAbout the Speaker:\nHersh Shefrin is the Mario L. Belotti Professor of Finance at Santa Clara University. He is one of the pioneers in the behavioral approach to economics and finance. In 2009\, his behavioral finance book Beyond Greed and Fear was recognized by J.P. Morgan Chase as one of the top ten books published since 2000. He received his Ph.D. from the London School of Economics in 1974. In awarding the 2017 Economics Nobel to Richard Thaler\, the Nobel committee highlighted three accomplishments\, of which two involved the work that Thaler and Shefrin did together. He writes a monthly blog post for Forbes and can be followed on Twitter at @HershShefrin. \nCost:\nEarly Registration $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/april-2018-chapter-meeting-behavioral-finance
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:20180427T120000
DTEND;TZID=UTC:20180427T133000
DTSTAMP:20180323T032443Z
CREATED:20180314T033117Z
LAST-MODIFIED:20180323T032443Z
UID:762-1524830400-1524835800@www.fpasv.org
SUMMARY:April Brown Bag - Tax Law 2018
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:\nTax Law 2018: What Have We Learned? \nWe just finished the first round of the 2018 tax season. What have we learned? How is the new tax law going to affect our tax planning for our clients? What is the latest in the tax world? What do will still not know?\nWhat about that 20% passthrough deduction? (Do I get it as a financial planner?) What do we do about estate planning? How do I be a hero to my clients? \nClick here to register. \nAbout the Speaker:\nLawrence K.Y. Pon\, CPA/PFS\, CFP®\, EA\, USTCP \nCost:\n$10 for FPA Members.  $25 for Non-Members
URL:https://www.fpasv.org/event/april-brown-bag-tax-law-2018
LOCATION:Buckingham Strategic Wealth\, 2445 Faber Place\, Suite 250\, Palo Alto\, CA
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