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SUMMARY:January 2021 Chapter Meeting
DESCRIPTION:Overview:\nJoin us for “inside the beltway” insights on the latest developments in Washington. You’ll get the\ninformation you need to navigate this rapidly evolving market environment. \nWe will cover today’s most important topics:\n•    The 2020 election\n•    The US fiscal situation\n•    Impact of COVID-19 on businesses\, individuals and industries \n1.0 hour CFP CE will be available for this session\, pending approval by the CFP Board. \n**You will need to be logged into your computer or Zoom app to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer. \nTopic: Update from “Inside the Beltway” \nSpeaker:Jeff Bush\, The Washington Update \nFeatured Partner: Keith Haag\, Hines \nVenue: Online \nAbout the Speaker: \nA dynamic and insightful speaker and author\, Jeff Bush is known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington D.C. into winning growth strategies for business owners\, executives and high-net-worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update\, the industry’s nonpartisan experts on all things Washington. He frequently appears on CNBC’s Nightly Business Report\, is featured in various industry publications\, including Investment News. \nJeff is a 30-year veteran of the financial industry. By the end of his career on Wall Street\, he was managing a $50+ billion sales organization. Before that\, Jeff was the youngest managing partner in the 150-year history of The New England Financial.\nJeff earned a bachelor’s degree in business administration/management with an emphasis in accounting\,computers and philosophy from William Jewell College. \nJeff’s dedication\, forward thinking and strategic abilities have resulted in performance records\, industry awards and industry accolades. \nPricing and Registration\nFPA Members:  $25         Non-Members  $75         Students:  $10\nNo refunds after 3:00 pm\, Thursday\, January 7th. \nRegistration: Click here
URL:https://www.fpasv.org/event/january-2021-chapter-meeting
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20210121T173000
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SUMMARY:January 2021 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: Negotiations 101: How to Help your Clients Negotiate a Job Offer\nSpeaker: Shawn Tydlaska\, CFP®\, MBA\nVenue: Online \nJoin us for our first NexGen Meeting of 2021. Shawn Tydlaska\, CFP®\, MBA will be presenting the topic. Meeting begins at 5:30 pm. Zoom link will be sent to you the week of the meeting. \nNegotiations don’t have to be scary. They can actually be really fun. The key is to be prepared by having a good framework to break down the negotiation into interests. \nIn this session\, Shawn will teach you the tips and trick he has used with his clients to help them negotiate for a higher salary\, larger bonus\, additional stock\, and even a higher title. You can apply these strategies to yourself when you apply for new roles or ask for a raise. \nShawn learned these skills through a course he took when he earned his MBA from the University of Michigan. He will share the Excel file template as well as the strategies during the session. \nAbout the Speaker: \nAfter graduating from UCLA with a degree in Economics\, Shawn was unprepared to manage his own personal financial life. Credit scores\, 401(k)s\, and budgeting were all foreign concepts and he felt overwhelmed. When he started to learn how to best manage his own finances\, he was hooked. He knew he found his professional calling. \nHe earned the CFP® designation in 2010 and his MBA from the University of Michigan – Ross School of Business in 2015. He launched Ballast Point Financial Planning to be your partner in achieving your financial goals and dreams. \nRSVP here. \n 
URL:https://www.fpasv.org/event/january-2021-nexgen-social
LOCATION:CA
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