Northern CA Regional Event Calendar

FPA MONTHLY EVENT CALENDAR OCTOBER ‐ DECEMBER 2019

BROUGHT TO YOU BY FPA of the East Bay

www.fpaeb.org

FPA of San Francisco

www.fpasf.org

FPA of Silicon Valley

www.fpasv.org

Events for Northern California FPA Chapters

OCTOBER 2019

02

FPA of the East Bay

Topic: What You Need to Know About Longevity

Location: Round Hill Country Club, 3169 Roundhill Road, Alamo

Time: 7:00 – 9:00 am

Speaker: Ken Smith, senior research scholar, Stanford Center on Longevity

Sponsor: Corey Silva, MFS Fund Distributors, Inc.

» Click here for more information or to register for this event

08

FPA of San Francisco

Topic: An Alternative Perspective on Retirement: Incorporating Lessons from the FIRE Movement into Your Practice

Location: San Francisco Italian Athletic Club, 1630 Stockton Street, San Francisco

Time: 11:00 am – 1:30 pm

Speaker: Dylin Redling, co-founder, Retire By 45

Sponsor: David Richter, TCS Insurance

» Click here for more information or to register for this event

11

FPA of Silicon Valley

Topic: Rewiring Your Practice: A Process Driven Approach To Better Retirement Income Outcomes

Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose

Time: 11:30 am – 1:30 pm

Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, director of Retirement Research, Carson Wealth

Sponsor: Christina Gray, Stonecrest

» Click here for more information or here to register for this event

11

FPA of Silicon Valley

Topic: Ethics

Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose

Time: 2:00 – 4:00 pm

Speaker: Curt Weil, CFP®

» Click here for more information or here to register for this event

14

FPA of the East Bay

Topic: FPA of the East Bay Ninth Annual Golf Tournament

Location: Contra Costa Country Club, 801 Golf Club Road, Pleasant Hill

Time: 10:30 am – 6:30 pm

» Click here for more information or to register as a sponsor, player, or volunteer for this event

16

FPA National

Topic: FPA Annual Conference 2019

Location: Minneapolis Convention Center, 1301 2nd Avenue South, Minneapolis, Minnesota

Time: 7:00 am October 16 – 3:15 pm October 18

General and Highlighted Session Speakers: Rabbi Daniel Cohen, author and radio host; Kevin Jorgeson, climber and adventurer; Sheelah Kolhatkar, columnist, commentator, and former hedge fund analyst; Justice Alan C. Page, Minnesota Supreme Court; David M. Blanchett, PhD, CFA, CFP®, head of retirement research, Morningstar Investment Management; Stephanie Bogan, founder, Educe, Inc., and CEO coach; Curtis Cloke, RICP®, award-winning international speaker, educator, and author; Joe Messinger, CFP®, ChFC®, CLU®, partner and director of college planning, Capstone Wealth Partners; Wade D. Pfau, PhD, CFA, professor of retirement income, The American College; Dr. William Reichenstein, CFA, professor emeritus, Baylor University, and head of research, Social Security Solutions, Inc. and Retiree, Inc.; Lili A. Vasileff, CFP®, MAFF™, CDFA®, president, Wealth Protection Management

» Click here for more information or to register for this event

25

FPA of Silicon Valley

Topic: Student Forum: Preparing for the CFP® Exam

Location: UC Santa Cruz Silicon Valley Extension, 3175 Bowers Avenue, Santa Clara

Time: Networking beginning at 11:30 am, program from 12:00 – 1:30 pm

Panelists: Dave Crook; Karla Rees, CFP®, EA, associate advisor, Wade Financial Advisory Inc.; Sridhar (Sri) Krishnan, MBA, owner, Encover Personal Finance LLC; James Yi

» Click here for more information or here to register for this event

25

FPA National

Topic: FPA Residency Program 2019

Location: Hyatt Regency Aurora-Denver Conference Center, 13200 East 14th Place, Aurora, Colorado

Time: 2:30 pm October 25 – 2:30 pm October 30

Dean and Mentors: Kyra Morris, CFP®, EA, dean, founder, Morris Financial Concepts; Diane Bourdo, CFP®, president, The Humphreys Group; Sandi Bragar, CFP®, mentor, Financial Planning Association’s Residency Program and instructor, Certificate Program, Personal Financial Planning Program, University of California-Berkeley; Richard Busillo, CFP®, chairman and CEO, RTD Financial Advisors, Inc.; Jonathan Guyton, CFP®, principal, Cornerstone Wealth Advisors, Inc. and Retiree, Inc.; Cheryl R. Holland, CFP®, CFBA, president and founder, Abacus Planning Group, Inc.

» Click here for more information or to register for this event

26

FPA of San Francisco

Topic: Tenth Annual San Francisco Financial Planning Day

Location: San Francisco Public Library Main Branch, 100 Larkin Street, San Francisco

Time: 9:00 am – 3:00 pm

» Click here for more information or here to register for this event

26

FPA of Silicon Valley

Topic: Financial Planning Day in Redwood City

Location: Redwood City Library, 1044 Middlefield Road, Redwood City

Time: 1:00 – 4:00 pm

» Click here to volunteer for this event

NOVEMBER 2019

02

FPA of San Francisco

Topic: Marin Financial Planning Day

Location: Marin Center Exhibit Hall, 10 Avenue of the Flags, East End, San Rafael

Time: 10:00 am – 3:00 pm

» Click here for more information or here to register for this event

06

FPA of the East Bay

Topic: Underserved, High Value Markets: Women and NexGen

Location: Round Hill Country Club, 3169 Roundhill Road, Alamo

Time: 11:15 am – 2:00 pm (lunch meeting)

Speaker: Jackie Wilke, advisory practices consultant, First Trust

Sponsor: Clay Selland, Signet Mortgage Corporation

» Save the date. Registration will open soon.

08

FPA of Silicon Valley

Topic: Economic Update – More Growth Ahead in 2020, followed by extended networking social

Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose

Time: 4:00 – 6:00 pm

Speaker: Bryce Gill, economic analyst, First Trust

Sponsor: Todd Barney, Invesco

» Save the date. Registration will open soon.

12

FPA of San Francisco

Topic: Panel: Panel: The Tax Tightrope: How to Save Your Clients Money, Respect Their Tax Professionals, and Make Everybody Happy

Location: Golden Gate University, 536 Mission Street, San Francisco

Time: 11:30 am – 1:30 pm

Panelists: Heather Liston, CFP®, UC Berkeley (Moderator); Lauren Stansell, CFP®, Yeske Buie; Sandi Bragar, CPA, CFP®, Aspiriant

Sponsor: Sue Summers, CIMA®, RobustWealth

» Click here for more information about this event. Registration will open soon.

15

FPA of Silicon Valley

Topic: Webinar: TBD

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: Mike Ryan, Michael Ryan & Associates

Sponsor: Mike Ryan, Michael Ryan & Associates

» Save the date. Registration will open soon.

16

FPA of Silicon Valley

Topic: Financial Planning Day in Menlo Park

Location: Menlo Park Library, 800 Alma Street, Menlo Park

Time: 1:00 – 4:00 pm

» Click here to volunteer for this event

21

FPA of Silicon Valley

Topic: NexGen Social

Location: Antonio’s Nut House, 321 California Avenue, Palo Alto

Time: 5:30 – 7:30 pm

» Save the date. Registration will open soon.

DECEMBER 2019

04

FPA of the East Bay

Topic: Building Great Teams

Location: Round Hill Country Club, 3169 Roundhill Road, Alamo

Time: 7:00 – 9:00 am

Speaker: Bob Ladouceur, legendary football coach, De La Salle High School

Sponsor: Susan Danzig, Susan Danzig LLC

» Save the date. Registration will open soon.

10

FPA of San Francisco

Topic: TBD

Location: San Francisco Italian Athletic Club, 1630 Stockton Street, San Francisco

Time: 4:00 – 5:30 pm

Speaker: TBD

Sponsor: Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.

» Click here for more information about this event. Registration will open soon.

10

FPA of San Francisco

Topic: Holiday Reception

Location: San Francisco Italian Athletic Club, 1630 Stockton Street, San Francisco

Time: 5:30 – 7:30 pm

» Click here for more information about this event. Registration will open soon.

13

FPA of Silicon Valley

Topic: End of Year Chapter Meeting, Holiday Social, and Murder Mystery Show

Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose

Time: 4:00 – 6:00 pm

Speaker: N/A

Sponsor: Michael Jones, TDAmeritrade

» Save the date. Registration will open soon.

Connect With Your Chapter

FPA of the East Bay

www.fpaeb.org

FPA of San Francisco

www.fpasf.org

FPA of Silicon Valley

www.fpasv.org

FPA National

www.onefpa.org

Thank You To Our Partners

GOLD PARTNERS

David Shaffer Insurance Services
David Shaffer
Click to email
(925) 944-7100
MFS Fund Distributors, Inc.
Corey Silva
Click to email
(510) 506-8486
Orinda Asset Management
Craig Kirkpatrick
Click to email
(925) 402-1678
Stonecrest Managers
Kara Paik
Click to email
(415) 840-6815
Litman Gregory
Chad Perbeck, CIMA®
Click to email
(925) 253-5245
Bluerock Capital Markets
John Sorrell
Click to email
(925) 858-2497
Invesco
Alex Hayes
Click to email
(925) 765-9745
Signet Mortgage Corporation
Clay Selland
Click to email
(925) 807-1500 ext. 303
Susan Danzig LLC
Susan Danzig
Click to email
(925) 954-1773
Ivy Distributors, Inc.
Kurtis Cicero, CFA
Click to email
(480) 549-0359

SILVER PARTNERS

UC Berkeley Extension
Heather C. Liston, CFP®, EA
Click to email
(510) 643-2331
FlexShares
ETFs – Northern Trust

John Jordan, CFA
Click to email
(707) 696-0190
Hennessy Funds
A.J. Hennessy
Click to email
(800) 966-4354
IMD Goldman Sachs
Brian Nash
Click to email
(773) 304-8627
Jackson
Brian Carlson
Click to email
(925) 787-7343
Russell Investments
Mike Whitney
Click to email
(925) 548-6836
Voya
Joe Yastrub
Click to email
(516) 695-6234
TD Ameritrade Institutional
Jeff Zabel
Click to email
(206) 582-5067
American Century
Investments

Matt Beck
Click to email
(816) 340-9771
State Street Global Advisors
Christopher Murphy
Click to email
(415) 260-8308
Lincoln Financial
Alanah Egan
Click to email
(925) 659-0203
C2 Reverse Mortgage
Harold Bauer
Click to email
(925) 548-2293
Retirement Funding Solutions
Amanda Keith
Rick San Vicente
Toney Sebra
Click to email Amanda
Click to email Rick
Click to email Toney

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