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X-WR-CALNAME:Financial Planning Association of Silicon Valley
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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20191011T113000
DTEND;TZID=America/Los_Angeles:20191011T133000
DTSTAMP:20190919T064829Z
CREATED:20181029T205021Z
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UID:1112-1570793400-1570800600@www.fpasv.org
SUMMARY:October 2019 Chapter Meeting
DESCRIPTION:Overview:\nAmericans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But\, it is not just a lack of literacy holding Americans back. Behavioral biases and heuristics like narrow framing and loss aversion are also creating significant roadblocks. Learn how to incorporate best practices around behavioral finance techniques and technology to help achieve better evidence-based retirement outcomes for your clients. This presentation will show you how you can rewire the way your clients think about saving for retirement to spending in retirement. \n1.5 hours CFP CE has been granted for this session by the CFP Board. \n**Ethics for CFP® Professionals will be offered in a separate session at 2pm on October 11th.  If you would like to also register for Ethics\, it is $40 for members and $60 for non-members.  Registration for both Chapter Meeting and Ethics can be done simultaneously. \nTopic: Rewirement: Improving Retirement Income Client Outcomes By Embracing Behavioral Finance Best Practices. \nSpeaker: Jamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP® \nAbout The Speaker:\nJamie Hopkins\, Esq.\, LLM\, MBA\, CFP®\, RICP®\, is the Director of Retirement Research at Carson Wealth and a Finance Professor of Practice at Creighton University’s Heider School of Business\, a former professor of Taxation at The American College\, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie is a Finance Professor of Practice at the Heider School of Business at Creighton University. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. His most recent book\, Rewirement: Rewiring The Way You Think About Retirement\, details the behavioral finance issues that hold people back from a more financially secure retirement. \nHe has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017\, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. \nFeatured Partner: Christina Gray\, Stonecrest \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/october-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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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191011T140000
DTEND;TZID=America/Los_Angeles:20191011T160000
DTSTAMP:20190919T064744Z
CREATED:20190717T145451Z
LAST-MODIFIED:20190919T064744Z
UID:1501-1570802400-1570809600@www.fpasv.org
SUMMARY:Ethics
DESCRIPTION:Overview:\nThis program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct\, which is effective October 1\, 2019. The goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. \nTOPIC: Ethics \nSpeaker: Curt Weil\, CFP® \nAbout the Speaker:\nOur presenter\, Curt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \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 \n 
URL:https://www.fpasv.org/event/ethics
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20191016
DTEND;VALUE=DATE:20191019
DTSTAMP:20190521T122247Z
CREATED:20190521T122247Z
LAST-MODIFIED:20190521T122247Z
UID:1440-1571184000-1571443199@www.fpasv.org
SUMMARY:FPA Annual Conference 2019
DESCRIPTION:Overview:\nTBA \nLocation: Minneapolis Convention Center\, Minneapolis\, MN \nRegistration: Register here
URL:https://www.fpasv.org/event/fpa-annual-conference-2019
LOCATION:Minneapolis Convention Center\, 1301 2nd Ave S\, Minneapolis\, MN\, 55403\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20191025
DTEND;VALUE=DATE:20191031
DTSTAMP:20190824T033924Z
CREATED:20190824T033924Z
LAST-MODIFIED:20190824T033924Z
UID:1545-1571961600-1572479999@www.fpasv.org
SUMMARY:October 2019 FPA Residency
DESCRIPTION:Overview:\n​​​What is FPA Residency program? \n​It a highly acclaimed\, intensive\, week-long\, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors\, program participants or residents spend their days role-playing and working through real-life financial planning scenarios.  \nWith the end goal of building the confidence and skills needed to create meaningful relationships with clients\, residents gain a deep understanding of how to “do” financial planning\, and more importantly\, what it means to “be” a financial planner for their clients. Additionally\, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board’s three-year requirement.  \nLocation: The Hyatt Regency Aurora – Denver Conference Center\, 13200 East 14th Place\, Aurora\, Colorado \nRegistration: https://www.onefpa.org/residency
URL:https://www.fpasv.org/event/october-2019-fpa-residency
LOCATION:The Hyatt Regency Aurora\, 13200 East 14th Place\, Aurora\, CO\, 80011\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191025T120000
DTEND;TZID=America/Los_Angeles:20191025T133000
DTSTAMP:20190930T190559Z
CREATED:20190817T041451Z
LAST-MODIFIED:20190930T190559Z
UID:1530-1572004800-1572010200@www.fpasv.org
SUMMARY:October 2019 Student Forum
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. \n\nTopic: Preparing for the CFP®Exam \n\nOverview:\nThe CFP® exam seems a mystery. You hear it is “hard”.  The PFP courses provide a foundation\, but most students need more preparation before attempting to pass the 6-hour exam that is taken electronically. Are you looking for more on the exam details\, how to prepare for it\, experiences with the prep classes and words of advice? \nIn this session\, we will hear from four recent test takers on their experiences.  This is an opportunity to learn from former students who were in your shoes a few scant months ago. You will hear a candid assessment of the areas where they felt unprepared\, feedback on the prep classes that they took\, strategies they used and some hints for the exam day. The panelists will introduce themselves and speak about their exam experience prior to opening the session up for a general question and answer period. Come with your questions!! \nThe room opens for networking at 11:30am. \nPanelists: Dave Crook\, Karla Rees\, CFP®\, EA\, Sridhar (Sri) Krishnan\, BS\, MBA\, James Yi. \nLocation: UCSC Extension\, Santa Clara \nRegistration: Click here to register \nPanelist Bios: \nDave Crook is an alum of the UCSCX PFP program and a CFP® certificant\, having passed the exam in late 2017.  He is currently working on accruing hours needed for the credential.  His background is somewhat unconventional\, with degrees in engineering and many years spent in the local high tech industry in a HR/recruiting role — combining the analytic and the interpersonal\, which has proved useful in his early work with clients. \nSridhar (Sri) Krishnan\, BS\, MBA is the owner of Encover Personal Finance LLC\, a Registered Investment Advisor in Fremont\, CA. Sri began his career in Financial Planning after over 20 years of management and start-up experience in the Silicon Valley. He pursued his financial planning education through College for Financial Planning and passed the CFP® Board exam and Series-65 in 2017. His firm provides fee-only financial planning to professionals in the Bay Area who want to build\, grow and secure their financial future. He is a member of XY Planning Network\, FPA and NAPFA. \nKarla Rees\, CFP®\, EA\, has worked as an Associate Advisor at Wade Financial Advisory\, Inc. for the past three years and holds a BS in Business Administration with a concentration in accounting from San Jose State University.  Karla is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent\, enrolled to practice and to represent taxpayers before the IRS.  Karla completed the Personal Financial Planning Certificate program at UCSC Extension in 2015. She sat for the CFP® exam and the final parts of the EA exam in 2016.  Prior to changing careers to financial planning\, Karla worked as a corporate accountant in various roles/companies/industries for 20 years. \nJames Yi passed the CFP® exam in July of 2019 after completing the Certificate of Personal Financial Planning program at UCSC Silicon Valley Extension in December of 2018. He had been a business strategy and operations professional in the high-performance computer industry. He is seeking to build a new career in the financial planning field. \n 
URL:https://www.fpasv.org/event/october-2019-student-forum
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191026T130000
DTEND;TZID=America/Los_Angeles:20191026T160000
DTSTAMP:20190824T034628Z
CREATED:20190824T034628Z
LAST-MODIFIED:20190824T034628Z
UID:1547-1572094800-1572105600@www.fpasv.org
SUMMARY:October 2019 Financial Planning Day
DESCRIPTION:Overview:\nLocation is Redwood City Library\, 1044 Middlefield Rd\, Redwood City\, CA. Volunteer registration is now open for CFP® and logistics volunteers. \nVolunteer Registration
URL:https://www.fpasv.org/event/october-2019-financial-planning-day
LOCATION:CA
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