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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20190913T113000
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UID:1110-1568374200-1568381400@www.fpasv.org
SUMMARY:September 2019 Chapter Meeting
DESCRIPTION:Overview:\nTopic: Wealth Management Strategies Using 529 Education Plans  \nWhy do advisors need to talk about investing in 529 plans?  Because investing in education for family members is only 2nd to retirement savings.  Learn the following from Mr. Stack’s presentation:  \n\nHow to plan and prepare as college costs continue to rise and how financial aid may or may not help families pay for college.  \nWhat are some of the federal income and estate tax laws that may affect college planning?  \nLast\, but not least\, what are the options available to clients when the money is not used for a designated beneficiary’s college?\n\nAbout the Speakers:\nChris Stack\, Esq.\, managing consultant\, Savingforcollege.com\, is a nationally recognized 529 authority\, experienced in educational finance.  He has been an attorney for more than 25 years\, licensed in New York and Pennsylvania\, with experience in finance\, investments and law relating to tax-advantaged products\, including Section 529\, since it became federal law in 1996.  \nAs a partner at a major New York law firm\, Mr. Stack advocated to his state clients the benefits of 529 programs and\, beginning in 1997\, served as the principal or participating author for several states’ legislation establishing 529 programs.  He assisted several states in implementing their 529 saving programs.  \nMr. Stack has been leading Savingforcollege.com LLC consulting and educational services since 2001.  Currently\, he advises and consults with states and investment companies and presents nationally to employers\, financial advisors\, accountants\, attorneys and actual investors on 529 plans.  He has participated in 529 programs for his two boys since 1997.   \nFeatured Partner: Scott Pyes\, Natixis \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nRegistration: Click here
URL:https://www.fpasv.org/event/september-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:20190920T120000
DTEND;TZID=America/Los_Angeles:20190920T130000
DTSTAMP:20190824T042150Z
CREATED:20190727T030012Z
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UID:1520-1568980800-1568984400@www.fpasv.org
SUMMARY:September 2019 Webinar
DESCRIPTION:Overview:\nTopic: TBA \nLocation: Online Only \nSpeaker/Featured Partner: Rich Dayton\, the Dayton Law Firm \nRegistration will open soon.
URL:https://www.fpasv.org/event/september-2019-webinar
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20190926T163000
DTEND;TZID=America/Los_Angeles:20190926T180000
DTSTAMP:20190829T032448Z
CREATED:20181220T000915Z
LAST-MODIFIED:20190829T032448Z
UID:1189-1569515400-1569520800@www.fpasv.org
SUMMARY:NexGen Firm Tours
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 waitlist. \nOverview:\nTopic:  Have you ever wondered… \nWhat various roles are available within an RIA?  \nIf there was another way to run your financial planning practice? \nWhether you need to have a broker-dealer affiliation? \nAbout the challenges of joining an ensemble firm versus starting your own? \nIf you’ve ever asked yourself any of these questions\, the FPA Silicon Valley chapter NexGen group has scheduled a “Firm Tour” with two firms to help answer those questions plus any others you may have. We are opening this event to members and non-members. \nSpeaker: Ballast Point Financial Planning & Main Street Financial Planning. \nLocation: Main Street Financial Planning\, 340 Lorton Ave\, Suite 215\, Burlingame\, CA 94401 \nDate/Time:  Thursday\, September 26\, 2019\, 4:30 – 6:00 pm \nRegistration here
URL:https://www.fpasv.org/event/september-2019-nexgen-meeting
LOCATION:Main Street Financial Planning\, 340 Lorton Avenue\, Suite 215\, Burlingame\, CA\, 94401\, United States
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