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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20200710T120000
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SUMMARY:July 2020 Chapter Meeting - Online Only
DESCRIPTION:Overview:\nDialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies. \nTopic: Dialogue of Volatile Markets \nSpeaker: Chris Jeppesen\, First Trust \nFeatured Partner: Josh Wineriter\, TD Ameritrade Institutional \nLocation: Online Only \nAbout the Speaker: \nChris Jeppesen is Chief of Advisor Consulting at First Trust. For more than 20 years\, Chris has been giving financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. He is dedicated to finding and investing his efforts in creative ways to help financial advisors grow their practices. Chris has coached a select group of advisors and collaborates with business development areas of firms with long-standing relationships with First Trust. \nThe Advisor Playbook (co-authored by Chris Jeppesen) is the culmination of his years of practice management in assisting financial advisors to achieve success through these proven methods and strategies. Chris received his BS in Finance from Northern Illinois University. \nCost: \nEarly Registration $20 FPA members\, $30 Non-members\, $10 Students. \nRegistration: Click here
URL:https://www.fpasv.org/event/july-2020-chapter-meeting
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20200710T140000
DTEND;TZID=America/Los_Angeles:20200710T160000
DTSTAMP:20200605T124855Z
CREATED:20200416T150836Z
LAST-MODIFIED:20200605T124855Z
UID:1883-1594389600-1594396800@www.fpasv.org
SUMMARY:July 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. \nRegistration: Click here \n 
URL:https://www.fpasv.org/event/july-2020-ethics
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20200715T120000
DTEND;TZID=America/Los_Angeles:20200715T124000
DTSTAMP:20200614T162509Z
CREATED:20200520T131112Z
LAST-MODIFIED:20200614T162509Z
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SUMMARY:July 2020 Member Webinar Series
DESCRIPTION:Overview:\nJoin Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile\, content strategy\, reaching out to COIs and even how to find them. \nFPASV is happy to offer this webinar to FPA members. \nTo learn more about membership\, contact Member Services at 800-322-4237 or memberservices@onefpa.org. \nTopic: Ready\, set\, plan! Improve your LinkedIn networking skills for today\, tomorrow and beyond. \nSpeaker: Cameo Roberson\, AAMS® \nLocation: Online \nDate/Time:  Wednesday\, July 15th\, 2020\, 12:00- 12:40 PM \nRegistration: Click here 
URL:https://www.fpasv.org/event/june-2020-member-webinar-series
LOCATION:CA
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