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UID:1645-1581584400-1581606000@www.fpasv.org
SUMMARY:FPA of Silicon Valley Symposium - Vision 2020
DESCRIPTION:Symposium Snapshot\nThe First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo\, planners serious about gaining a clear vision for their practices will attend this premiere event. Financial professionals will be offered the opportunity to learn how to relate to their clients who are preparing for their aging cycle individually along with how to develop language that resonates with all of their clients\, no matter their investing stage. Attendees will hear from one of Franklin Templeton’s top executives on the pulse of 2020\, and throughout the day\, will be offered the opportunity to earn essential continuing education credits. All of this would not be complete without ample time to network with other professionals and FPA chapter partners. Begin 2020 with a clear vision and register for the FPA Silicon Valley Symposium – Vision 2020. \nMark your calendar and sign up today!  Get valuable information and 5 CE hours in one day. Price also includes lunch. \nEarly Bird Registration has been extended to January 10th! \nRegistration: Click Here \n$99 for FPA members and $169 for Non-Members \nAfter January 10th:  $149 for FPA members and $219 for Non-Members \nOn the Itinerary – 5 Hours CFP® CE\n\nThe Solo Ager Client – Sara Zeff Geber\, Ph.D.\, Certified Retirement Coach \nLearn who & what a solo ager is and how to identify their specific aging needs. Gain insights into how they view their social networks and their influences on a solo ager’s quality of life. Also\, be informed of how to gauge what’s important to them in their planning process and how to encourage facilitating critical conversations with their social network for the solo ager’s well-being. \nMarket Update –  Mike Reed\, Franklin Templeton \nPriceless – The Meaning of Value – Todd Barney CIMA®\, CPWA®\, VP – Sr. Advisor Consultant\, Invesco \nFees are on sale. Should you join the discounters\, or should you learn how to better communicate your value? The research from a 6-month study by Invesco Consulting and Maslansky + Partners uncovered new “cries” from investors and resonating responses from advisors when defending\, defining and delivering value. \nDivorce\, Financially Speaking – Karen Sparks\, CDFA™\, JD\, Divorce Financial Strategists™ \nLunch\, snacks and beverages will be provided. There will be ample time for networking with other planners and valuable chapter partners. \nQuestions? Contact Susan Adams at execdirector@fpasv.org.
URL:https://www.fpasv.org/event/fpa-of-silicon-valley-symposium-vision-2020
LOCATION:Franklin Templeton\, 1 Franklin Pkwy #960\, San Mateo\, CA\, 94403\, United States
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DTSTART;TZID=America/Los_Angeles:20200226T120000
DTEND;TZID=America/Los_Angeles:20200226T133000
DTSTAMP:20191228T035018Z
CREATED:20191201T050849Z
LAST-MODIFIED:20191228T035018Z
UID:1726-1582718400-1582723800@www.fpasv.org
SUMMARY:February 2020 Student Forum
DESCRIPTION:Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program\, alumni\, and for members of any FPA chapter.  These meetings are not open to the general public. \n\nTopic: Working with Affiliated Professionals \n\nOverview:\nFinancial Planning is not an “individual sport”.  It requires regular collaboration and consultation with other affiliated professionals in order to deliver the best comprehensive results to your clients.  For this session\, we have invited 3 affiliated professionals\, and one CFP® to address the following points: \n\nBuilding a professional network\nHow the affiliated professionals work with Financial Planners and vice versa\nCommon mistakes or oversights that they see Financial Planners make\nOther suggestions or tips on working with Affiliated Professionals\n\nThe panelists will introduce themselves and speak about their practices and how they engage with others.  The session will then open up for a general question and answer period. Come with your questions!!. \nPanelists:Tracy Cook\, CPA; Richard C. Dayton\, J.D.\,  Founder of the Dayton Law Firm; Jesse Dogillo\, CFP®\, CLU®\, ChFC®\, AEP®\, Founder of Bay Area Financial Advisers; Lavina Nagar\, CFP®\, President and Founder\, Maya Advisors\, Inc. \nLocation: UCSC Extension in Silicon Valley (3175 Bowers Avenue\, Santa Clara) \nRegistration: Click here to register. Badges will be prepared for those registering for this event. Walk-ins may be restricted. Lunch is not provided\, though attendees are welcome to bring a brown bag lunch. \nPanelist Bios: \nTracy Cook is a licensed CPA\, and has worked with medium to high net worth clients in Silicon Valley since 1999 working for three notable CPA firms in the Bay Area before starting her own firm in 2015 specializing in individual\, estate and trust income tax preparation and court/trust accounting.  In addition to her work at CPA firms\, Tracy formerly taught the individual income tax course for the Personal Financial Planning Program and later the Certified Public Accounting Program at the University of California Santa Cruz Extension.  Tracy has her B.S. in Accounting from San Jose State University with a minor in Vocal Performance. During her time at San Jose State University\, she was a member of the Choraliers during their 1995 European tour and took part in international choral competitions. She is an avid San Francisco Forty Niner fan and loves attending professional sporting events and traveling. \nRichard C. Dayton\, J.D.\, is the Founder of the Dayton Law Firm in San Jose.  Rich has been practicing estate planning\, trust\, and probate law since 1998. As a respected leader in his field\, Rich has addressed professional groups\, charitable organizations\, and the public on topics related to advanced planning and tax savings.  In 2004\, Rich was certified as a certified specialist in estate planning\, trust\, and probate law by the State Bar of California Board of Legal Specialization. He teaches estate planning in the Personal Financial Planning Program for prospective CFP®s at the University of California\, Santa Cruz Extension Silicon Valley.  He is a member of a number of different professional organizations\, including the American Bar Association\, the California Bar Association\, The National Academy of Elder Law Attorneys among others. Rich is a retired lieutenant colonel of the United States Army Reserve. In addition to his law career\, he previously served as a senior software engineering manager for IBM. \nJesse Dogillo\, CFP®\, CLU®\, ChFC®\, AEP®\, has been a financial service professional since 1988 and has a private practice in Silicon Valley. He also provides expert witness litigation support and consulting\, including financial counseling and education to current U.S. military service members through the Department of Defense. He enjoys teaching and is the Risk Management instructor at UCSC.  Jesse serves as president for the Santa Clara County Estate Planning Council and was appointed by the California insurance commissioner to serve in his administration as a member of the Curriculum Board\, which oversees education for brokers and develops standards for providers and instructors. He was formerly on the national board of the Society of Financial Service Professionals. His hobbies include sabre fencing at Stanford Fencing Club – his top result was CA State Champion and Silver Medal Vet-40 National Championships. Jesse enjoys bocce ball\, golf and sailing on the SF Bay. \nLavina Nagar\, CFP®\, President and Founder\, Maya Advisors\, Inc.  Financial planning is a second career for Lavina. Before founding Maya Advisors\, she worked on solutions for investment banks and other global financial institutions. She founded Maya Advisors when faced with a life transition herself. It made her realize the importance of a trusted professional when life gets overwhelming. Someone who cares\, and can also provide guidance with professional objectivity. This realization has impacted her decision on whom to serve. The focus of her practice is people undergoing life transitions. She believes it is an honor and a responsibility\, and tries her best to serve her clients with integrity\, and accountability.  Lavina is an active member of the Financial Planning Association (FPA). She has served on the board of Silicon Valley chapter of FPA as its Treasurer for three years and volunteers regularly for Financial Planning Days. \n 
URL:https://www.fpasv.org/event/february-2020-student-forum
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
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DTSTART;TZID=America/Los_Angeles:20200228T173000
DTEND;TZID=America/Los_Angeles:20200228T173000
DTSTAMP:20200201T010647Z
CREATED:20191201T044427Z
LAST-MODIFIED:20200201T010647Z
UID:1722-1582911000-1582911000@www.fpasv.org
SUMMARY:February 2020 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: Diversity & Inclusion \nSpeaker: Cameo Roberson\, AAMS® \nLocation: Abacus Wealth Partners\, 700 South B Street\, Ste 200\, San Mateo \nDate/Time:  Thursday\, February 27\, 2020\, 5:30 – 7:30 pm \nSpeaker Bio:  Cameo Roberson has harnessed her experience working in the financial planning profession (over 15 years) into an innovative practice management and financial advisory practice serving financial advisors and women who want to launch into entrepreneurship. In 2017\, she co-founded and co-chairs the National Association of Personal Financial Advisors (NAPFA) Diversity & Inclusion initiative. She is currently the PR/Communications Director for the Financial Planning Association\, FPA Silicon Valley Chapter\, Conference Committee Member for the FPA NorCal Conference and San Francisco Regional Delegate for Females & Finance (F&F)\, a dynamic group that supports women and male allies working in financial services.\nTo learn more about Cameo’s background\, please visit: https://www.atlasparkco.com/meet-cameo/ \nRegistration: Click here to register
URL:https://www.fpasv.org/event/february-2020-nexgen-social
LOCATION:Abacus Wealth Partners\, 700 South B Street\, Suite 200\, San Mateo\, CA\, 94401\, United States
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