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DTSTART;TZID=America/Los_Angeles:20181003T120000
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UID:934-1538568000-1538573400@www.fpasv.org
SUMMARY:Student Forum: A Day in the Life of a Financial Planner
DESCRIPTION:Meeting Overview\nStudent Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program\, UCSCX PFP alumni\, and for members of the Financial Planning Association (any chapter).  These meetings are not open to the general public.  \nUpcoming Meeting \nDate and Time:  Wednesday\, October 3rd\, 2018\, 12:00 – 1:30 pm \nLocation:           UCSC Extension in Santa Clara (3175 Bowers Avenue) \nTopic:                  A Day in the Life of a Financial Planner \nPanelists:           Russ Blahetka D.B.A.\, CFP®\, Renata Carico\, CFP®\, Michael Gray\, CFP®\, Ph.D.\n \nMeeting Overview\nAs students\, we spend our time learning about the financial planning framework\, studying rules and metrics\, and using our calculators to solve problems.  Case studies are the closest that we come to being a financial planner.  But\, what is it like to actually be a planner?  What are their primary tasks?  What does a “Day in the Life” look like? \nIn this session\, we will hear from a few panelists representing different business models discuss tasks such as: conducting new client introduction meetings\, gathering client data and records\, preparing a plan for a client\, rebalancing portfolios\, researching methods and resources\, taking time for professional networking\, etc. \nThis session is expected to be interactive with audience questions guiding the session.  Please bring your questions for an interesting and dynamic event! \nClick here to register for this free event.  Badges will be prepared for those registering for this event.  Walk-ins may be restricted.  Networking begins at 11:30 am. \nPanelist Bios\nRuss Blahetka D.B.A.\, CFP® is the founder and Managing Director of Vestnomics Wealth Management\, LLC. Dr. Blahetka has been a financial advisor since 2002. Previous to this\, he worked as an international consultant and trainer in the area of data communications and networking. He is an instructor at the UC Santa Cruz Extension where he teaches in the CFP® programs. When not working with clients or students he enjoys his HAM radio hobby. He currently holds an Amateur Extra license and is interested in Software Defined Radio (SDR) and digital mode operations. \nRenata Carico\, CFP® graduated from the University of Illinois\, Urbana-Champaign with a B.S. degree in Metallurgy and Mining Engineering in 1986. She worked in the high tech and medical industries for more than 25 years before she began her career in the financial industry in 2012. She currently works at a well-known national brokerage firm as a Vice President – Financial Consultant. Renata holds Series 7\, 66 and Insurance licenses. She earned her CFP® designation in May 2016. \nMichael Gray\, CFP®\, Ph.D. is a CERTIFIED FINANCIAL PLANNER™ Professional at Family CFO\, Inc.\, where he aims to connect people with investment solutions\, working to understand his clients’ life stories and current circumstances before developing financial strategies that best address their needs. Michael considers it a privilege to work with his clients\, and he enjoys establishing strong\, long-lasting relationships with them based on mutual trust. Michael earned a bachelor’s degree from Williams College\, and a Ph.D. in Cognitive Science from the University of California-San Diego. He has completed the Certificate Program in Personal Financial Planning at the University of California Santa Cruz\, holds a NASAA Series 65 license for investment advisors and is a member of the Silicon Valley chapter of the Financial Planning Association. When not helping clients\, you might find Michael playing with his 2 boys and family\, running\, swimming or meditating.
URL:https://www.fpasv.org/event/student-forum-a-day-in-the-life-of-a-financial-planner
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
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DTSTART;TZID=America/Los_Angeles:20181011T140000
DTEND;TZID=America/Los_Angeles:20181011T160000
DTSTAMP:20180915T064457Z
CREATED:20180915T064457Z
LAST-MODIFIED:20180915T064457Z
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SUMMARY:October 2018 Firm Tour
DESCRIPTION:Join us for our last Financial Firm Tour for 2018.  This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell (in the Pruneyard).  Space is limited; pre-registration is required.  Sign up here. \nParking: Parking is free; open parking has 2-hour limits; the parking structure in the back is unlimited. \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/october-2018-firm-tour
LOCATION:Ameriprise Financial Services\, Inc.\, 1919 S. Bascom Avenue\, Suite 100\, Campbell\, CA\, 95008
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DTSTART;TZID=UTC:20181012T113000
DTEND;TZID=UTC:20181012T133000
DTSTAMP:20181004T195929Z
CREATED:20180103T090637Z
LAST-MODIFIED:20181004T195929Z
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SUMMARY:October 2018 Chapter Meeting
DESCRIPTION:Performance Excellence:\nAsset Acquisition Success Through Community Involvement and Philanthropic Planning\nOverview:\nPlease note that the session information has been updated.  This session will focus on philanthropic planning. Advisors will gain from this session: \n– How to help clients fulfill their charitable / philanthropic intents by creating a “Family Giving Plan”.\n– How to be a Family Wealth Management Advisor through philanthropic planning with clients.\n– How to create events that honor clients and the charities they support.\n– How to be involved in their community. \nSession Objective:  Philanthropic planning \n1.5 hours CE has been granted by the CFP Board for this session. \nRegister Here. \nAbout the Speaker:\nSusan E. Kay is a vice president and a director of business development at MFS Fund Distributors\, Inc.\, a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 25 years. \nSusan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS\, she has traveled extensively\, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves\, how they maintain visibility\, how they treat their clients to a consistent five-star experience\, how they get referrals effortlessly and how they have essentially created raving fans out of their clients. \nSusan has lectured widely and is frequently invited to speak on a variety of topics\, ranging from developing a client-centric practice and exceeding client expectations to marketing oneself effectively. She shares ideas that develop strong generational reach and tactics that create unparalleled five-star experiences\, lectures on using community involvement as a driver for acquiring new clients\, highlights strategies for engaging clients in philanthropic planning and reveals tactics that lead to success in marketing to women. She is known for her competence and experience in developing practice strategies in the industry. Susan is a 13-year member of the National Speakers Association. \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/october-2018-chapter-meeting-marketing
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:20181014T130000
DTEND;TZID=America/Los_Angeles:20181014T163000
DTSTAMP:20180925T185000Z
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SUMMARY:Financial Planning Day - October 14\, 2018
DESCRIPTION:Financial Planning Day – October 14\, 2018\, Sunnyvale Library\nHelp members of our community by providing complimentary one to one financial planning advice at the Sunnyvale Public Library. Please note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be). \nTo volunteer – http://govoluntr.com/events/2613 \nLocation:  Sunnyvale\, Public Library\, 665 W Olive Ave\, Sunnyvale \nDate/Time: Sunday\, October 14th\, 1:00 – 4:30 pm (volunteer shifts begin at 12:30/12:45 pm – see registration link)
URL:https://www.fpasv.org/event/financial-planning-day-october-14-2018
LOCATION:Sunnyvale LIbrary\, 665 W Olive Ave\, Sunnyvale\, CA\, 94086
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