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UID:580-1536924600-1536931800@www.fpasv.org
SUMMARY:September 2018 Chapter Meeting
DESCRIPTION:Overview:\nTo Think\, Feel\, Act\, and Learn Like a Financial Planner – A presentation 50 years in the making!\nOur profession traces its roots back to a confab in Chicago in 1969—we’ve come a long way since then and the best is yet to come! Review the highlights of the evolution of our profession as Dave Yeske address the Pillars of our Profession—the Vision (to Think)\, our Values (to Feel)\, the Fiduciary Role (to Act) and Developing our Body of Knowledge (to Learn). He’ll delve into what it means to be a profession and to earn a living as a professional. \nWith a firm foundation of our history in everyone’s mind\, he’ll then lead us on an exploration of the future of the profession—identifying both the challenges and the opportunities that lie ahead. \nClick here to register. \nAbout the Speaker:\nDr. Dave Yeske\, CFP® has been practicing financial planning since 1990. Dave has been named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including\, The Wall Street Journal\, The New York Times\, Businessweek and more. He has written feature articles for several publications and is also the Practitioner Editor of the Journal of Financial Planning. Dave has appeared on CBS\, CNBC\, CNN and NBC News. \nHe holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business\, where he is director of the University’s financial planning program. \nDave is a past Chair of the Financial Planning Association (US) and currently sits on the Board of Trustees of the Foundation for Financial Planning. Dave served as Chair of the Financial Planning Association PAC from 2005-06 and chaired FPA’s Research Center Team and its Academic Advisory Council. Dave received FPA’s Heart of Financial Planning award in 2012. \nIn October 2017\, he was awarded the prestigious P. Kemp Fain\, Jr. Award\, the Financial Planning profession’s lifetime achievement award. \nCost:\nEarly Registration (Through September 10th) $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/september-2018-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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DTSTART;TZID=America/Los_Angeles:20180927T140000
DTEND;TZID=America/Los_Angeles:20180927T160000
DTSTAMP:20180725T164215Z
CREATED:20180711T192151Z
LAST-MODIFIED:20180725T164215Z
UID:930-1538056800-1538064000@www.fpasv.org
SUMMARY:September 2018 Firm Tour
DESCRIPTION:Join us for our 2nd Financial Firm Tour for 2018.  This firm tour will be hosted by Aspire Planning Associates\, a fee-only independent RIA with three Bay Area offices. This tour will be located at their Cupertino office.  Space is limited; pre-registration is required.  Sign up here. \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 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! \nFirm tours are open only to current FPA members\, whether new to the profession or long-established in their financial planning careers. \nTo learn about FPA membership or to join\, click here.
URL:https://www.fpasv.org/event/september-2018-firm-tour
LOCATION:Aspire Planning Associates\, 19925 Stevens Creek Blvd\, Suite 100\, Cupertino\, CA\, 95014\, United States
ORGANIZER;CN="":MAILTO:execdirector@fpasv.org
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DTSTART;TZID=UTC:20180927T173000
DTEND;TZID=UTC:20180927T193000
DTSTAMP:20180820T031050Z
CREATED:20180107T032635Z
LAST-MODIFIED:20180820T031050Z
UID:606-1538069400-1538076600@www.fpasv.org
SUMMARY:September 2018 NexGen Social
DESCRIPTION:FPA NexGen is a community for FPA members 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. \n\nJoin us for a social on September 27th at Antonio’s Nut House in Palo Alto from 5:30 – 7:30 pm.  RSVP here to let us know you are planning to attend.  Walk-ins welcome.
URL:https://www.fpasv.org/event/september-2018-nexgen-social
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
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