Northern CA Regional Event Calendar

FPA MONTHLY EVENT CALENDAR NOVEMBER 2019 ‐ JANUARY 2020

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

NOVEMBER 2019

02

FPA of San Francisco

Topic: Marin Financial Planning Day

Location: Marin Center Manzanita Room, 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

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

08

FPA of Silicon Valley

Topic: Economic Update – More Growth Ahead in 2020, followed by “Business and Beverages” cocktail 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

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

09

FPA of Silicon Valley

Topic: Volunteers Needed: Financial Planning Day in San Mateo

Location: San Mateo Library, 55 West Third Avenue, San Mateo

Time: 12:00 – 4:00 pm

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

12

FPA of San Francisco

Topic: 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, Room 5208, 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; Daniel Lee, CFP®, CFA, Plancorp

Sponsor: Sue Summers, CIMA®, RobustWealth

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

15

FPA of Silicon Valley

Topic: Webinar: Capital Gains Tax Deferral and Avoidance Strategies

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: Mike Ryan, Michael Ryan & Associates

Sponsor: Mike Ryan, Michael Ryan & Associates

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

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 San Francisco

Topic: Sponsored Webinar – Using Option Strategies for Financial Planning Solutions

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: Jim Murphy, CFP®, director of investments, Sheaff Brock Investment Advisors and Innovative Portfolios

Sponsor: Wendy Hales, CFP®, CWS, Innovative Portfolios, LLC

» Click here for more information or to register 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

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

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: The Psychology of Money

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

Time: 4:00 – 5:30 pm

Speakers: Joan DeFuria, MFCC, co-founder, Money, Meaning & Choice Institute; Marlis Jansen, FBS, founder, The Money Conversation; Renee Spencer, MFT, private practice on wealth counseling

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 and Holiday Social Featuring The Murder Mystery Co.

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

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

JANUARY 2020

08

FPA of the East Bay

Topic: 2020 Economic and Stock Market Outlook

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

Time: 7:00 – 9:00 am

Speaker: Kent Shepherd, CFA, portfolio manager, Franklin Templeton Group

» Save the date. Registration will open soon.

10

FPA of Silicon Valley

Topic: 2020 Tax Topic (Business Tax and Fiduciary Income Tax)

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

Time: 11:30 am – 1:30 pm

Speaker: Meredith Johnson, CPA, CFP®

» Save the date. Registration will open soon.

14

FPA of San Francisco

Topic: TBD

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

Time: 4:00 – 6:00 pm

Speaker: TBD

» Click here for more information about this event. 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
Click to email Amanda
Click to email Rick

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