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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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UID:1677-1602243000-1602248400@www.fpasv.org
SUMMARY:October 2020 Chapter Meeting
DESCRIPTION:Overview:\nToday\, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods\, averaging roughly 8\,000 days each. The period from birth to college graduation is approximately 8\,000 days. College graduation to midlife\, or 46 years of age\, is another 8\,000 days. Midlife to the retirement age of 66 is also 8\,000 days. After that\, there’s generally another 8\,000 days for retirement. Retirement planning doesn’t exactly take into account the realities of an 8\,000-day retirement; a script hasn’t been written for that final\, but still lengthy\, phase.  \nLearn MIT AgeLab’s insights to help investors prepare for an 8\,000-day retirement. Help investors reduce uncertainty and prolong their independence so they can live the lives they aspire to.  \nTopic: 8\,000 Days – An Entire Phase of Your Life Waiting to be Invented \nSpeaker: Tom Barrett\, Director\, Applied Insights\, Hartford Funds \nFeatured Partner: Greg Hacker\, Open Mortgage – Home Equity Retirement Specialist \nLocation: Virtual Event \nAbout the Speaker: \nTom Barrett is part of the Applied Insights Team for Hartford Funds. In his current position\, Tom is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning\, investment planning\, and charitable planning\, to anticipating and preparing for long-term demographic and lifestyle changes.  \nIn October 2006\, Tom joined the organization as a sales coordinator\, and then became an internal advisor consultant before working on digital marketing and communications. He is a registered representative of Hartford Funds Distributors and is FINRA Series 7\, 6\, 63\, and Life registered.  \nOriginally from Wayne\, Pennsylvania\, Tom attended West Chester University. He currently lives in West Chester\, Pennsylvania. Tom spent six years as the president of the Hartford Funds Public Speaking Club.  \nCost: \nWebinar Registration: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here
URL:https://www.fpasv.org/event/october-2020-chapter-meeting
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20201016T120000
DTEND;TZID=America/Los_Angeles:20201016T130000
DTSTAMP:20201002T115553Z
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SUMMARY:CE Webinar with a Chapter Partner
DESCRIPTION:Overview:\nTBA \nTopic: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today \nSpeaker/Sponsor: Keith Haag\, Hines. \nLocation: TBA \nAbout the Speaker: \nTBA \nCost: \nFree to FPA Members \nRegistration: Click here
URL:https://www.fpasv.org/event/ce-webinar-with-a-chapter-partner-2
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20201023T115000
DTEND;TZID=America/Los_Angeles:20201023T130000
DTSTAMP:20201015T155154Z
CREATED:20200830T144549Z
LAST-MODIFIED:20201015T155154Z
UID:2093-1603453800-1603458000@www.fpasv.org
SUMMARY:October 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\n\nOverview:\nTopic: Steering the business: Financial planners reflect on pandemic & recovery \nWhen the pandemic hit and the market melted\, financial planning firms had to dig deep to steer their clients and their business through the unknown. Some of them relied on emergency and contingency plans set aside for more common emergencies. They sheltered in place\, counseled anxious clients via new remote platforms\, and helped them make life choices amid enormous uncertainty.  \nJoin us for an online panel discussion with Silicon Valley financial professionals and hear how they navigated the unprecedented challenges of 2020. How did they adapt? What are the sustaining lessons? What never changes? What will be the lasting impact on client relationships and operational plans? There will be plenty of time to ask questions. \nThis panel will be moderated by Dr. Renée Snow\, CFP®\, EA\, a registered principal and investment advisor representative and chair of the Personal Financial Planning Program at the UCSC Extension in Silicon Valley. \nThis event will be held online via Zoom.  We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. Registration closes on October 21st\, 2020. \nPanelists: Eric Solve\, CFP®\, EA\, Senior Advisor and Partner at Wade Financial Advisory\, Ethan Pepper\, CFP®\, EA\, Founder of Orchard City Wealth Management\, LLC \nLocation: Zoom Session \nClick here to register.\n \nSpeaker Bio: \nEric Solve\, CFP®\, EA\, is a senior advisor and partner at Wade Financial Advisory. He is an active member of the Financial Planners Association of Silicon Valley\, having served both as past president of the chapter and on the board of directors for several years. He earned a bachelor’s degree in Business Administration with an emphasis in Marketing from San Diego State University and received a certificate in Personal Financial Planning from UCSC Extension. Whether working with clients\, mentoring associate advisors\, or teaching students\, he is passionate about personal financial planning and the positive impact it can have on individuals and families. \nEthan Pepper\, CFP®\, EA\, is the founder of Orchard City Wealth Management\, LLC\, a comprehensive\, fee-only wealth management firm\, specializing in working with technology employees\, who often have tax planning concerns around various forms of equity compensation\, and want to understand their options yet want a professional advisor to manage the details. My firm was founded to help clients develop a financial plan regardless of their net worth. I am committed to people and relationships\, not products tied to incentives. As a fiduciary\, I sit on the same side of the table as my clients.  Outside of the office\, I enjoy spending time with my family at the beach or hiking one of the many trails in the Bay Area.
URL:https://www.fpasv.org/event/october-2020-student-forum
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20201024T120000
DTEND;TZID=America/Los_Angeles:20201024T160000
DTSTAMP:20200928T164208Z
CREATED:20200318T214904Z
LAST-MODIFIED:20200928T164208Z
UID:1853-1603540800-1603555200@www.fpasv.org
SUMMARY:October 24th 2020 Financial Planning Day
DESCRIPTION:Overview:\nFinancial Planning Day with San Mateo County Libraries \nLocation: Virtual Event \nTime: 12:00pm – 4:00pm \nRegistration: Click here \n  \n 
URL:https://www.fpasv.org/event/october-24th-2020-financial-planning-day
LOCATION:CA
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