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UID:3650-1715254200-1715261400@www.fpasv.org
SUMMARY:May 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO REGISTER TODAY!\n  \n\n\n\n\n\n\n\n\n\nOUR FEATURED ANNUAL PARTNER\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin us on May 9th for a transformative Chapter Meeting exploring AI’s role in financial services. Discover its benefits\, practical applications in daily advisory work\, and strategies to enhance client relations and operational efficiency. Learn how AI reshapes traditional models\, streamlines processes\, and provides actionable insights. Don’t miss this chance to unlock AI’s potential in revolutionizing your financial advisory practice. Register now for invaluable insights and strategies!\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nOverview of Presentation: AI Intro & Practical Use Cases for Financial Professionals\nIntroduction (5 mins) \n\nBrief overview of the evolution of technology in financial planning.\nIntroduction to AI and its relevance in today’s financial advisory landscape.\n\nThe Role of AI in Financial Planning (5 mins) \n\nOverview of AI’s capabilities and potential in financial advising.\nDiscussion on how AI can save time\, increase knowledge\, and enhance client connections.\n\nCase Studies: AI in Action (20 minutes) \n\nReal-world practical examples using AI for financial advisors\nDemonstrating time savings and efficiency gains through AI applications.\n\nImplementing AI in Your Practice (10 minutes) \n\nSteps to adopt AI technologies in financial planning practices.\nConsiderations for ensuring compliance and aligning with regulatory requirements.\nUse case discussion and Q&A (10 minutes)\n\nTotal – 50 mins\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSpeaker Biography\nDavid Itzkovits\, CFA \nDavid has 20 years of experience in Financial Services and has worked in various senior roles at top tier financial institutions. He was a founding member of a startup which was eventually acquired by a $50 Billion global investment firm. \nDavid is an acknowledged thought-leader in the use of Artificial Intelligence in the investments industry and is an international key-note speaker on the subject. He has been instrumental in driving the use AI in investment management and launched multiple funds including the first UCITS Balanced Fund in 2017 utilizing AI exclusively in the decision-making process. \nDavid is a CFA Charter holder\, and has an MBA from Ivey Business School at Western University.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/may-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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DTSTART;TZID=America/Los_Angeles:20240518T120000
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UID:3722-1716033600-1716048000@www.fpasv.org
SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complimentary financial planning sessions to the community\n\n\nSanta Clara Financial Planning Day\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Library Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP®  professionals and members of an FPA chapter. (Logistics Volunteers do not have to be.)\n\nLogistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. Logistics volunteers can sit in on the one-on-one sessions if time permits to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.\n\nThank you for your time\, and if you have questions\, please get in touch with the event organizer\, Cary Tucker\, via email: tucker.cary.w@gmail.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-5
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
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DTSTART;VALUE=DATE:20240528
DTEND;VALUE=DATE:20240530
DTSTAMP:20231027T144429Z
CREATED:20231027T144429Z
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UID:3487-1716854400-1717027199@www.fpasv.org
SUMMARY:52nd Annual FPA NorCal Conference
DESCRIPTION:52nd Annual FPA NorCal Conference\nLEARN MORE: https://www.fpanorcal.org/ \nREGISTRATION TO OPEN IN DECEMBER 2023 \n\n\nWhat Is FPA NorCal?\n\n\n\nThe FPA NorCal Conference is the premier financial planning conference dedicated to the education\, knowledge\, and growth of financial planners. We cover the latest in financial education\, professional development\, and business success. Every year we host inspiring speakers who contribute useful insights to our industry.\n\n\n\nInspiring Excellence And Fostering Community\n\n\n\n\nWe are dedicated to providing leadership and great networking opportunities. Our purpose of delivering excellence is what motivates us to offer high-quality conferences year after year and has resulted in a national reputation. \nThe FPA NorCal Conference is put on every year in a collaborative effort by volunteers from the four local Bay Area FPA Chapters\, East Bay\, Northern CA (Sacramento)\, Silicon Valley\, and San Francisco.  Our motto within the FPA NorCal planning committee is a conference For Us\, By Us. \nEmbrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference. \nChange.  Change is the one thing in life that is  constant and unavoidable.  Change is growing faster and more dynamically with each turn of the calendar.  There has been\, and there continues to be\, change across so many aspects of a financial advisor’s daily life from the regulatory environment\, the technology we use\, our clients’ priorities shifting dramatically during a global pandemic\, and the increased emphasis on investors’ psychology.  Change in our industry over the past few years has been exponential. \n\n\n2024 FPA NorCal Conference Theme – Embrace Change\n\n\n\n\nNorCal features a 5‑track series of breakouts spanning 2 days\, with a very rigorous conference committee process that vets all the sessions and doesn’t permit any ‘pay‑to‑play’ speaking slots\, which typically includes a mixture of both more technical (CE‑oriented) sessions and practice management sessions. \nIn addition\, the NorCal agenda features 4 national‑caliber keynote speakers. Registration to the conference includes a recording of all the conference sessions (not just the keynotes\, but every breakout\, for those who want to go back and listen!).”
URL:https://www.fpasv.org/event/52nd-annual-fpa-norcal-conference
LOCATION:Palace Hotel\, 2 New Montgomery St\, San Francisco\, CA\, 94105\, United States
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