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SUMMARY:July 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: Business Planning Beyond the Numbers\nSPEAKER: Teresa Riccobuono \nAttendees will learn what it takes to prepare a comprehensive business plan\, including the foundational pieces\, client service aspects\, client acquisition strategies\, as well as how to create a staff development plan. Then turn it all into an implementation plan\, including a list of actionable items assigned to team members with due dates. \n1.5 hours CE available pending approval by the CFP Board \nFeatured Partner: Mike Ryan\, Michael Ryan & Associates \nAbout the Speaker:\nTeresa started her career in 1997 as a financial advisor. Her career has evolved into a practice management and recruiting specialist for the industry. Teresa is a frequent contributor to Advisor Perspectives and an occasional contributor for Michael Kitces. She’s the Public Relations chair for our East Bay chapter. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nClick here to register
URL:https://www.fpasv.org/event/july-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:20190719T120000
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SUMMARY:July 2019 Webinar
DESCRIPTION:Overview:\nPlease join Pete Klos of Natixis Investment Managers for a seminar designed to educate participants on the impact taxes can have on investments and the techniques that can be applied to maximize after-tax returns. The course also compares and contrasts the taxation of different investment vehicles\, and looks at the effects of recent tax code changes.  \nTopic: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing \nLocation: Online Only \nSpeaker: Pete Klos \nPeter Klos is a Portfolio Manager and Senior Vice President at Managed Portfolio Advisors®\, a division of Natixis Advisors\, L.P. His areas of focus include manager due diligence\, tax management\, and trade implementation. Mr. Klos started with the company in 2004. Prior to joining Natixis\, Mr. Klos worked at UBS in multiple roles within their managed account and private client groups. He has more than 16 years of investment management experience. Mr. Klos received his MBA from the Haas School of Business at the University of California\, Berkeley and a BS in finance from Villanova University. Mr. Klos is also a CFA® charterholder and member of the CFA Society of San Francisco. \nFeatured Partner: Scott Pyes\, Natixis \nRegister here
URL:https://www.fpasv.org/event/july-2019-webinar
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20190725T173000
DTEND;TZID=America/Los_Angeles:20190725T193000
DTSTAMP:20190620T030514Z
CREATED:20181220T002613Z
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SUMMARY:July 2019 NexGen Social
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:\nJoin our NexGen group for a social. \nLocation: Antonio’s Nut House\, 321 California St\, Palo Alto. We will meet near the taqueria. \nDate/Time: Thursday\, July 25\, 2019\, 5:30 – 7:30 pm \nRegister here
URL:https://www.fpasv.org/event/july-2019-nexgen-social
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
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