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UID:3658-1726140600-1726147800@www.fpasv.org
SUMMARY:September 2024 Chapter Meeting
DESCRIPTION:CLICK HERE TO RSVP HERE\n\n\nTOPIC & SUMMARY \n\nElections Come and Go\, Results Last a Lifetime: Investing in a presidential election year\n\nSPEAKER BIO \n \n  \n  \n  \n  \n  \nMike Stern is a wealth management consultant at Capital Group\, home of American Funds\, covering the San Francisco area. He has 28 years of investment industry experience and has been with Capital Group for 19 years. Prior to joining Capital\, Mike was a vice president with SunAmerica in Los Angeles. He holds a bachelor’s degree from the University of California\, Santa Barbara\, and attended Pepperdine University for graduate studies. He also holds the Certified Investment Management Analyst® designation. Mike is based in Danville\, Calif. \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/september-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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DTSTART;VALUE=DATE:20240918
DTEND;VALUE=DATE:20240921
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UID:3724-1726617600-1726876799@www.fpasv.org
SUMMARY:2024 FPA National Conference
DESCRIPTION:At FPA Annual Conference 2024\, connection\, learning\, and community take center stage. It’s where you’ll rub shoulders with the brightest minds\, exchange ideas\, and discover the latest strategies that will supercharge your success. It’s an experience like no other\, and it’s tailor-made for YOU. \nThe conference brings together financial planners\, thought leaders\, service providers\, and allied professionals. And\, as the largest annual gathering of CFP® professionals\, you’ll be surrounded by the very best in the business—all under one roof. \nRSVP & LEARN MORE
URL:https://www.fpasv.org/event/2024-fpa-national-conference
LOCATION:Greater Columbus Convention Center\, 400 N High Street\, Columbus\, OH\, 43215\, United States
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DTSTART;TZID=America/Los_Angeles:20240919T170000
DTEND;TZID=America/Los_Angeles:20240919T190000
DTSTAMP:20240905T234520Z
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UID:3796-1726765200-1726772400@www.fpasv.org
SUMMARY:Next-Gen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network.
URL:https://www.fpasv.org/event/next-gen-social
LOCATION:Yard House @ Santana Row\, 300 Santana Row Suite 101\, San Jose\, CA\, 95128\, United States
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DTSTART;TZID=America/Los_Angeles:20240921T120000
DTEND;TZID=America/Los_Angeles:20240921T140000
DTSTAMP:20240710T171702Z
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UID:3760-1726920000-1726927200@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 and is seeking volunteers\n\n\nGilroy Financial Planning Day\n\nCLICK HERE TO SIGNUP\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Gilroy Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nThe day will begin with a presentation on the topic of Social Security by Kerry Worden\, a Registered Social Security Analyst at 11 am\, followed by 1:1 financial planning sessions from noon until 2pm.\n\nFinancial planners who are interested in volunteering their time to offer one to one financial planning are encouraged to sign up. Please 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\, Jennipher Lommen\, via email: jennnipher.lommen@wildflowerfinancial.com
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-6
LOCATION:Gilroy Library\, 350 W Sixth Street\, Gilroy\, CA\, 95020\, United States
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