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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
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DTSTART;VALUE=DATE:20190506
DTEND;VALUE=DATE:20190510
DTSTAMP:20190322T141139Z
CREATED:20190322T141139Z
LAST-MODIFIED:20190322T141139Z
UID:1341-1557100800-1557446399@www.fpasv.org
SUMMARY:May 2019 FPA Retreat
DESCRIPTION:Overview:\nMore Information Coming Soon \nLocation: Hilton La Jolla Torrey Pines\, 10950 North Torrey Pines Road\, La Jolla \nRegister: https://fparetreat.org/register-2019/
URL:https://www.fpasv.org/event/may-2019-fpa-retreat
LOCATION:Hilton La Jolla Torrey Pines\, 10950 North Torrey Pines Road\, La Jolla\, CA\, 92037\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190510T113000
DTEND;TZID=America/Los_Angeles:20190510T133000
DTSTAMP:20190328T031904Z
CREATED:20181029T204017Z
LAST-MODIFIED:20190328T031904Z
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SUMMARY:May 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: Buy/Sell a Practice\nSPEAKER: Christine Sjolin\, VP. Strategic Development & Operations\, FP Transitions \nJoin us for an update on M&A activity on financial advisory practices\, and learn what trends are driving value growth overall. This presentation will include information from FP Transitions proprietary data\, including current deal structuring statistics as well as long-term insight from the valuation database. Attendees will receive an overview on what it takes to be successful in today’s marketplace and how to build a business with sustainable growth. Whether you’re interested in acquiring a practice or are preparing to sell\, this presentation will deliver valuable insights to develop your strategy and take the next steps. \nFeatured Partner: Chad Perbeck\, CIMA®\, Litman Gregory Asset Management \nAbout the Speaker:\nChristine Sjolin has 10 years’ experience in business management and strategic development for relationship-based businesses with emphasis on financial practices. She is an experienced consultant to small business owners. \nSince joining FP Transitions in 2011\, Christine has been one of the principal drivers behind the growth and success of the Equity Management System\, a program that now boasts approximately 2\,000 members and 20 independent Broker-Dealers and Custodians. Whether speaking\, publishing or helping advisors one-on-one\, she brings to her work at FP Transitions an enthusiasm and perspective befitting a seasoned traveler. \nChristine is a graduate of Oregon State University\, where she focused on European history and politics\, and participated in international study programs in France and the Czech Republic. She has completed post-graduate courses in taxation and accounting. As the VP of Strategic Development and Operations\, Christine is one of the chief architects of the FP Transitions vision and team. \nCost:\nEarly Registration $40.00 members $45.00 non- members.\nAt the door $60.00 for FPA members\, $65.00 non-members.
URL:https://www.fpasv.org/event/may-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:20190518T130000
DTEND;TZID=America/Los_Angeles:20190518T163000
DTSTAMP:20190406T194339Z
CREATED:20190313T191557Z
LAST-MODIFIED:20190406T194339Z
UID:1288-1558184400-1558197000@www.fpasv.org
SUMMARY:May 2019 Financial Planning Day
DESCRIPTION:Overview:\nSave the date. Volunteers needed. To learn more or to volunteer click the link below \nVolunteer Registration
URL:https://www.fpasv.org/event/may-2019-financial-planning-day
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20190528
DTEND;VALUE=DATE:20190530
DTSTAMP:20190322T142213Z
CREATED:20190322T142213Z
LAST-MODIFIED:20190322T142213Z
UID:1344-1559001600-1559174399@www.fpasv.org
SUMMARY:May 2019 FPA NorCal Conference
DESCRIPTION:Overview:\nTBA \nLocation: \nRegistration: http://www.fpanorcal.org/ \n 
URL:https://www.fpasv.org/event/may-2019-fpa-norcal-conference
LOCATION:CA
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190530T173000
DTEND;TZID=America/Los_Angeles:20190530T193000
DTSTAMP:20190406T194936Z
CREATED:20181220T000726Z
LAST-MODIFIED:20190406T194936Z
UID:1187-1559237400-1559244600@www.fpasv.org
SUMMARY:May 2019 NexGen Meeting
DESCRIPTION:FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. 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:\nTopic:  Impact Investing \nSpeaker: Andrew Olig of Calvert Research and Management \nLocation: 700 South B Street\, Suite 200\, San Mateo \nDate/Time:  Thursday\, May 30\, 2019\, 5:30 – 7:30 pm \nRegister Here
URL:https://www.fpasv.org/event/may-2019-nexgen-meeting
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
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