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DTSTART;TZID=America/Los_Angeles:20190208T113000
DTEND;TZID=America/Los_Angeles:20190208T133000
DTSTAMP:20190109T203227Z
CREATED:20181029T202835Z
LAST-MODIFIED:20190109T203227Z
UID:1100-1549625400-1549632600@www.fpasv.org
SUMMARY:February 2019 Chapter Meeting
DESCRIPTION:Overview:\nGetting Started with LinkedIn \nNote: Level of complexity is Intermediate; not beginner level. \nSocial networks are a time and cost-efficient way for financial advisors to market themselves. While social networks like Twitter and Facebook definitely have their place\, LinkedIn is by far the most valuable for planners and advisors. \nLinkedIn is now an all-in-one professional social media network because it allows users showcase their skills and experience\, create original content\, keep in touch with current clients and centers of influence as well as prospect new clients. If you want to make the most of your social media activity it should not be used just as a passive digital resume. \nIn this presentation Steve Fox will go over how to properly set up your LinkedIn account\, write a good summary\, develop your network\, create and personalize your content\, stay on top of mind with your connections\, and how to do prospecting and be creative with this powerful tool. \nAbout the Speaker:\nSteve Fox is a Regional Advisor Consultant in the Putnam Retail Management group. He is responsible for working with financial advisors in the San Francisco Bay Area to provide market and economic commentary\, as well as updates and insight on Putnam’s products and services. Steve Fox\, who holds Series 6\, 63\, 7\, and 65 licenses with FINRA\, has been in the investment industry since he joined Putnam in 2013. He holds a B.A. from Brown University in Business Economics. \nCost:\nEarly Registration thru February 4th – $40.00 members $60.00 non-members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \n 
URL:https://www.fpasv.org/event/february-2019-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:20190213T113000
DTEND;TZID=America/Los_Angeles:20190213T133000
DTSTAMP:20181219T235541Z
CREATED:20180927T181920Z
LAST-MODIFIED:20181219T235541Z
UID:1043-1550057400-1550064600@www.fpasv.org
SUMMARY:Student Forum/Brown Bag - Surviving an Audit in Your Practice (CA)
DESCRIPTION:Student 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. \nSurviving an Audit of Your Practice (California)\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. Doors open at 11:30 am for networking.**** \nAll financial planners and wealth managers registered with either the State of California\, or for larger firms\, with the SEC\, face the prospect of a practice audit. This session is specifically focused on the State of California Department of Corporations audit process. For many\, the prospect of an audit brings feelings of trepidation and uncertainty\, especially for a first time audit. \nPlease join us at this interactive session where 2-3 practitioners will share their recent experiences with a Department of Corporations practice audit. Practitioners representing both an in-office audit\, and a paper audit will be on the panel. They will share information regarding the communication methods of auditors\, the process that it used to identify and gather the required information\, the access the auditors require to complete their assessment\, and even more importantly\, the process of communicating deficiencies and the expected resolution steps or process. \nThe panelists will share their learnings and suggestions for other practitioners to take steps now to prepare their practice\, as well as any recommendations to reduce the stress involved during the process. \nThis will be an interactive panel session\, with opportunities for questions from the audience. \nRegistration for this free event will be available soon at on this website and at www.ucsc.edu. Badges will be prepared for those registering for this event. Registration will close when we reach maximum capacity.Walk-ins may be restricted. \nClick here to register. \nPanelists:\nTeresa Scagliotti\, CFP®\, Principal\, Scagliotti & Associates\, has worked in the financial services industry for 24 years. She spent a very short period of time with a large insurance company but soon realized there was a lot more to this industry than just insurance. This led her to venture out and establish her own private practice while pursuing the CFP designation through the UCSC Extension program. Today her firm offers hourly financial planning to individuals and families\, and risk management services for her clients as well as to clients of other financial planning firms who do not offer this service. Teresa is a former instructor in the UCSC Extension program and served as President of the local FPA of Silicon Valley for 2 years as well as on a national committee with the Financial Planning Association. \nDr. Renée Snow\, Ph.D.\, CFP®\, EA has worked as a CERTIFIED FINANCIAL PLANNER™ for the past 20 years and has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in Accountancy and worked 8 years for a large regional CPA firm. While at the firm\, she prepared income taxes for clients and began pursuing her CFP® designation. Today\, Dr. Snow manages her own firm and specializes in tax planning\, asset management\, and the psychological aspects of wealth management. Dr. Snow is an associate professor at Sofia University\, formerly the Institute of Transpersonal Psychology\, where she teaches Transpersonal Finance\, Quantitative Research\, and Mixed Methods Research. She is also Chair of the Personal Financial Planning Program at the University of California Santa Cruz Extension and teaches the Practicum course. \nChris Wentzien\, CFP®\, CPA\, MBA\, Principal\, Natural Bridges Financial Advisors\, is the founder and principal of Natural Bridges Financial Advisors. He holds a BA in Economics from the University of California at Santa Barbara and an MBA from Westminster College. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant and Personal Financial Specialist (CPA/PFS). He is currently an instructor at the UCSC Extension Silicon Valley Personal Financial Planning Department and serves on the Board of Directors for the Alliance of Comprehensive Planners (ACP)\, a nationwide non-profit community for financial planners. As a former professional soccer player\, Chris is one of the founders of the Santa Cruz County FC Revolution\, a non-profit premier youth soccer club working with underserved children in Santa Cruz County.
URL:https://www.fpasv.org/event/student-forum-brown-bag-surviving-an-audit-in-your-practice-ca
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
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