Northern CA Regional Event Calendar

 

Financial Planning Association

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

August – October 2019 Events for Northern California FPA Chapters

August

01

FPA of Silicon Valley

There is no chapter meeting in August.

07

FPA of the East Bay

Topic: Financial Planning 301: Improving Your Planning Process

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

Time: 7:00 – 9:00 am

Panelists: Bill DeMar, CFP®, principal, Enso Wealth; Lee Ann Coburn, CFP®, senior vice president, Merrill Lynch; and Corey Silva, associate managing director, MFS Fund Distributors, Inc.

Sponsor: Kurtis Cicero, CFA, Ivy Investments

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

08

FPA Regional

Topic: 30th Annual FPA Far West Roundup 2019

Location: University of California, Santa Cruz

Time: August 8 (check in) – 12:00 pm August 11

Speakers: Craig Martin, MSFS, CFP®, president, The Family Wealth Consulting Group (FWCG); Eric Lewis, CFP®, CFA, managing director, United Capital (Silicon Valley); Dr. David B. Yeske, CFP®, founder and managing director, Yeske Buie; Elissa Buie, CFP®, CEO, Yeske Buie; Harry Sit, founder, Advice-Only Financial; Jeff Hertz, senior vice president and 1031/OZ product specialist, Cantor Fitzgerald Capital; Dr. Jim McCabe, president, Eldercare Resources; John Bacigalupi, senior vice president, Cantor Fitzgerald Capital; Linda Willis, CEO and president, Career Management Advisors; Lynn Ballou, CFP®, senior VP/partner, EP Wealth Advisors; Mike McGinley, general manager, Live Oak Bank; Raymond Sheffield, probate, trusts and estates attorney, Sheffield Law Office; Rob Keasel, CPA, partner and tax director, Peterson Sullivan LLP; Sharon Lacy, CFP®, fee-only financial planner; Sonya Britt-Lutter, PhD, CFP®, professor of Personal Financial Planning, College of Human Ecology at Kansas State University; Susan Danzig, business development expert, Susan Danzig, LLC; Tim Rembowski, RIA consultant, DPL Financial Partners

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

13

FPA of San Francisco

Topic: Evaluating Real Estate, the Misunderstood Investment

Location: Golden Gate University, 536 Mission Street, Room 5208, San Francisco

Time: 8:00 – 10:00 am

Speaker: Scott Fong, SIFF Investment Services

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

22

FPA of Silicon Valley

Topic: Eighth Annual Bocce Event

Location: Campo di Bocce, 565 University Avenue, Los Gatos

Time: 5:30 – 8:00 pm

Sponsor: Click here for available team captain/sponsor opportunities

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

September

04

FPA of the East Bay

Topic: Straight Talk on Crypto: What Is It, Why It Matters, and How It Fits Into A Portfolio

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

Time: 7:00 – 9:00 am

Speaker: Matt Hougan, global head of research, Bitwise Asset Management and chairman, Inside ETFs

Sponsor: Alex Hayes, Oppenheimer Funds

> Save the date. Registration will open soon.

10

FPA of San Francisco

Topic: Communications Workshop

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

Time: 3:00 – 5:00 pm

Speaker: Apollo D. Lupescu, vice president, Dimensional Fund Advisors

Sponsor: Christina Gray, Stonecrest

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

10

FPA of San Francisco

Topic: Member Appreciation Event – Delicious Food Tasting Tour

Location: North Beach/Chinatown, departing immediately after chapter meeting

Time: 5:30 – 7:30 pm

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

13

FPA of Silicon Valley

Topic: Wealth Management Strategies: Maximizing the Value of 529 Plans in 2019 to the Client’s Benefit

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

Time: 11:30 am – 1:30 pm

Speaker: Chris Stack, Esq., Savingforcollege.com

Sponsor: Scott Pyes, Natixis Investment Managers

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

20

FPA of Silicon Valley

Topic: Webinar: Estate Planning

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: Rich Dayton, The Dayton Law Firm

Sponsor: Rich Dayton, The Dayton Law Firm

> Save the date. Registration will open soon.

26

FPA of Silicon Valley

Topic: NexGen Meeting (topic TBD)

Location: Abacus Wealth Partners, 700 South B Street, Suite 200, San Mateo

Time: 5:30 – 7:30 pm

Speaker: TBD

> Save the date. Registration will open soon.

October

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.

> Save the date. Registration will open soon.

08

FPA of San Francisco

Topic: Planning for Second Generation Clients

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

Time: 9:00 am – 2:00 pm

Speaker: TBD

Sponsor: David Richter, TCS Insurance

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

11

FPA of Silicon Valley

Topic: Delivering Value to Your Clients

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

Time: 11:30 am – 1:30 pm

Speaker: Paul West, CFP®, managing partner, Carson Wealth Management

Sponsor: Christina Gray, Stonecrest

> Save the date. Registration will open soon.

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®

> Save the date. Registration will open soon.

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 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

Connect with Your Chapter

FPA of the East Bay

East Bay Linkedin www.fpaeb.org

FPA of San Francisco

San Francisco Facebook San Francisco Twitter San Francisco Linkedin www.fpasf.org

FPA of Silicon Valley

Silicon Valley Twitter Silicon Valley Linkedin www.fpasv.org

FPA National

National FPA Facebook National FPA Twitter National FPA LinkedIn www.onefpa.org

Thank You To Our Partners

Gold Partners

Silver Partners

Copyright © 2019 FPA. All rights reserved.