BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Financial Planning Association of Silicon Valley - ECPv6.17.0//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Financial Planning Association of Silicon Valley
X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:UTC
BEGIN:STANDARD
TZOFFSETFROM:+0000
TZOFFSETTO:+0000
TZNAME:UTC
DTSTART:20170101T000000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=UTC:20180502T140000
DTEND;TZID=UTC:20180502T160000
DTSTAMP:20180402T223523Z
CREATED:20180131T031714Z
LAST-MODIFIED:20180402T223523Z
UID:653-1525269600-1525276800@www.fpasv.org
SUMMARY:Financial Firm Tour - May 2018
DESCRIPTION:Overview:\nHave you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? \nIf you’ve ever asked yourself any of these questions\, the FPA of Silicon Valley has arranged RIA tours again this year to give chapter members an inside look into successful firms. Each firm has graciously offered to open up their offices and their staff to share their experiences. Come prepared with questions! \nOur first Financial Firm Tour of 2018 will be hosted by United Capital in Los Altos.  Firm tours are offered to FPA members only.  They are a great way to learn about different RIAs and their best practices as well as get your questions answered.  Firm tours are not only popular with new advisors but also with seasoned advisors interested in learning about other firms. \nCost:\n$10 per person.  FPA members only as space is limited.    Register here. \nIf you are interested in joining FPA\, please contact Member Services at 800-322-4237 option 2\, or memberservices@onefpa.org.  Or\, you may click here for information about benefits and here to join online.  Be sure to choose Silicon Valley as your chapter upon joining.
URL:https://www.fpasv.org/event/financial-firm-tour-may-2018
LOCATION:United Capital\, 4300 El Camino Real\, Suite 205\, Los Altos\, CA\, 94022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180511T113000
DTEND;TZID=UTC:20180511T133000
DTSTAMP:20180424T072132Z
CREATED:20180103T090152Z
LAST-MODIFIED:20180424T072132Z
UID:576-1526038200-1526045400@www.fpasv.org
SUMMARY:May 2018 Chapter Meeting
DESCRIPTION:Overview:\nUNDERSTANDING CATASTROPHIC RISKS IN CALIFORNIA\nAttendees will learn about the perils of wildfire\, earthquake\, mudslide and water damage (highlighting recent examples in California including the Northern CA wildfires and mudslides in Santa Barbara). Attendees will also learn about loss prevention and mitigation techniques to better protect our mutual clients who are exposed to these perils. \nLearning Objective:  Gain an understanding for catastrophicrRisks in California to better advise clients on preparation and loss mitigation. \n1.5 hours CFP CE available pending approval by the CFP Board. \nFeatured Partner:  Mike Sukle\, NFP Private Client Insurance Group \nRegister here.  Registration closes Monday\, May 7th.  No refunds after Tuesday\, May 8th. \nEarly Registration $40.00 members $60.00 non- members.  At the door $60.00 for FPA members\, $75.00 non-members. \nAbout the Speaker:\nKelly Greene is the Pacific Region Risk Consulting Manager for Chubb Personal Risk Services. She leads a team of 18 Risk Consultants who consult with clients during onsite home inspections. Her team documents and values properties in addition to providing individualized loss prevention advice and solutions. Kelly has over 25 years of experience in the Personal Insurance industry and has developed a strong understanding of the high net worth customer. She also has deep expertise in loss prevention including the perils of wildfire\, earthquake and water damage. \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/may-2018-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180518T113000
DTEND;TZID=UTC:20180518T133000
DTSTAMP:20180425T021802Z
CREATED:20180301T101715Z
LAST-MODIFIED:20180425T021802Z
UID:731-1526643000-1526650200@www.fpasv.org
SUMMARY:May 2018 Joint Brown Bag / Student Forum Meeting
DESCRIPTION:Overview\nGenerational Differences in Client Engagement: How to Adapt to Different Generational Needs and Capabilities\n****Please join us in this collaborative session between the UCSCX In Silicon Valley’s PFP Student Forum Group\, and the FPASV’s Brown Bag Lunch team. A light lunch will be served. Registration is required and seating will be limited.**** \nEngaging clients effectively has become increasingly challenging in today’s world\, not because it’s difficult to find a way to communicate with clients but because there’s often uncertainty about how best to communicate with different generations from the young to the elderly. \nFinancial Advisers typically have clients that run the gamut of demographics and must adapt accordingly. In this session\, we will hear from a few advisers on the different expectations\, needs\, beliefs\, and capabilities of clients from the “major” generations: Baby Boomers\, Generation Xers\, and Millennials. \nThis will be an interactive panel session\, with the audience leading with specific questions. The content is expected to include the different financial needs and priorities of each group\, client expectations for their advisers and themselves\, preferred communication methods and styles\, uses of technology\, and other areas. It is also expected that some common assumptions/perceptions about each group may be dispelled or confirmed. \nRegistration for this free event is available here.  Registration closes May 16th.  Badges will be prepared for those registering for this event.  Walk-ins may be restricted. \nMeeting Schedule: 11:30 am – 12:00 pm (Networking / Light Lunch Served); 12:00 pm (Presentation Begins); 1:30 pm (Meeting Ends) \nPanelists’ Biographies: \nEric Solve\, CFP®\,EA\, Partner at Wade Financial Advisory    Eric is a Senior Advisor and partner at Wade Financial Advisory.  He is a Certified Financial Planner® and an Enrolled Agent.  He is passionate about family\, client relationships\, professional growth\, and feels his life experiences are his greatest assets.  He is an active member of the FPA of Silicon Valley and served on the board of directors for several years.  He earned a Bachelor’s degree in Business Administration with an emphasis in Marketing from San Diego State University\, and received a Certificate in Personal Financial Planning from the University of California at Santa Cruz Extension.  Eric\, his wife Bridget\, and their two daughters live in the Santa Cruz Mountains.  They enjoy outdoor activities\, cooking\, spending time with friends and family\, and appreciate traveling to new places. \nLloyd Yamada\, CFP®\, CEO\, Aspire Planning Associates    Lloyd began his professional life in electrical engineering as a student at University of Hawaii and then at Stanford Telecom for nearly a decade before transitioning into a new career as a financial planner in his mid-40s. He aspired to own a practice\, and decided that he would apply the best practices of the companies he worked for while discarding the worst. Over the years because of his experience\, he understands the need of transitioning clients with strategies that support them as they move into the next phase of their journey. He emphasizes steps that can build confidence and support clarity\, such as career counseling or new income strategies.  Today\,  Lloyd spends more time running the business than direct client engagement. He oversees the firm’s strategy and revenue base\, and works with his partners to integrate financial planning and investment strategies so clients can continue to build on their wealth’s potential. \nLloyd and wife Suzanne are longtime residents of Cupertino. When Lloyd is not in the office\, he’s usually pursuing his passion for capturing the beauty of landscapes in photography including the countryside of Croatia\, and soon Antarctica\, his future favorite travel spot. Lloyd has been the Chapter President and Board Chair\, of the FPA of Silicon Valley\, also Chapter Leadership Resource Council Member\, FPA National. \nEthan Pepper\, CFP®\, EA\, Principal of Orchard City Wealth Management\, LLC    Ethan is passionate about helping people build a roadmap for their current and future financial vision.  He founded Orchard City Wealth Management\, LLC\, a fee-only comprehensive wealth management firm\, after years of working for traditional advisory firms typically focused on helping very high net worth\, older generations\, achieve their financial goals\, while excluding younger generations still building their wealth\, who didn’t meet the minimum asset level required to become a client.  Ethan’s passion for helping people of all ages and net worth achieve financial freedom drove him to establish OCWM.  He was previously a student at UC Santa Cruz Extension in the personal financial planning program and a past-president of the Silicon Valley chapter of the Financial Planning Association. \nLocation:  UCSC Extension \nClick here to Register.  This is a free event for FPA members and UCSC Ext. PFP students.  A light lunch will be served.  Registration is required; seating is limited.
URL:https://www.fpasv.org/event/may-2018-joint-brown-bag-student-forum-meeting
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180531T173000
DTEND;TZID=UTC:20180531T193000
DTSTAMP:20180501T045630Z
CREATED:20180107T031835Z
LAST-MODIFIED:20180501T045630Z
UID:600-1527787800-1527795000@www.fpasv.org
SUMMARY:May 2018 NexGen Event - Virtual vs In-Person Relationships
DESCRIPTION:FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed and you would like to attend\, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. \nOverview:\nJoin us for our May NexGen Event.  Jackie Keinman and Landan Lovall will be discussing challenges and opportunities of virtual versus in-person relationships. \nClick here to register. \nAbout the Speakers:\nJackie Kleinman\, CFP® and Landon Lovall\, CFP® \nCost:\n$10 per person.
URL:https://www.fpasv.org/event/may-2018-nexgen-event
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
END:VEVENT
END:VCALENDAR