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

July – September 2017 Events for Northern California FPA Chapters

July

01

FPA of the East Bay

There is no chapter meeting in July.

11

FPA of San Francisco

Topic: Tax Planning in the Trump Era

Location: The City Club of San Francisco, 155 Sansome Street, San Francisco

Time: 11:30 am – 1:30 pm (webinar starts at 12:00 pm)

Speaker: Lawrence Pon, CPA/PFS, CFP®, EA, USTCP, Pon & Associates

Sponsor: Matthew Beck, American Century Investments

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

> Click here to for more information or to register for the San Mateo lunch and webinar (only 20 spaces available)

> Click here to register for the webinar (view on your computer)

13

FPA of San Francisco

Topic: Emerging Advisors Forum – The Comprehensive Planning Approach to Long-Term Care for Advisors

Location: Golden Gate University, 536 Mission Street, Room 4225, San Francisco

Time: 5:30 – 7:00 pm

Speaker: Allen Hamm, Superior LTC

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

14

FPA of Silicon Valley

Topic: Municipal Bond Investing in California: Risks and Rewards

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

Time: 11:30 am – 1:30 pm

Speaker: Christopher Sperry, CFA, vice president and portfolio manager, Franklin Templeton Fixed Income Group

Sponsor: Todd Barney, Oppenheimer Funds

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

21

FPA of Silicon Valley

Topic: Brown Bag Meeting: Working with Newly Bereaved or Widowed Clients

Location: 1919 South Bascom Avenue, Suite 100, Campbell

Time: 12:00 – 1:30 pm

Speaker: Rory Morse, JD, The Dayton Law Firm

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

27

FPA of Silicon Valley

Topic: NexGen Event

Location: The Patio, 412 Emerson Street, Palo Alto

Time: 6:00 pm

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

August

02

FPA of the East Bay

Topic: Education Funding

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

Time: 7:15 – 9:15 am

Speaker: Chris Stack

Sponsor: Scott Scherer, Preferred Capital Securities, LLC

> Save the date. Registration will open soon.

08

FPA of San Francisco

Topic: TBD

Location: The City Club of San Francisco, 155 Sansome Street, San Francisco

Time: 11:30 am – 1:30 pm

Speaker: TBD

Sponsor: Dr. Dave Yeske, Golden Gate University

> Click here for more information about this event

10

FPA Far West Roundup

Topic: 28th Annual Far West Roundup

Location: University of California, Santa Cruz, College 8, 200 Heller Drive, Santa Cruz

Time: August 10 – 12:00 pm August 13

Speakers: Bonnie Sewell, CFP®, CDFA™, AIF®; Brian Trouette Founder, Trouette Insurance Agency; Don St. Clair, CFP®, AIF®, president, St. Clair Financial; Jeffrey Kleintop, CFA, chief global investment strategist, Charles Schwab & Co., Inc.; Mike Consol, editor, Real Assets Adviser; Pamela Doherty, director of development, The San Francisco Community Foundation; Renee Snow, PhD, CFP®, EA, associate professor, Sofia University; Russell Kroeger, CFP®; Susan Bradley, CFP®, CeFT™, founder, Sudden Money® Institute (SMI); Yusuf Abugideiri, CFP®, senior financial planner, Yeske Buie

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

17

FPA of Silicon Valley

Topic: Sixth Annual Bocce Ball Event

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

Time: 5:30 – 8:00 pm

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

> Click here for team sponsor opportunities

September

06

FPA of the East Bay

Topic: Total Client Engagement: From Vapor to Paper

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

Time: 7:15 – 9:15 am

Speaker: Duncan MacPherson, Pareto Systems

Sponsor: J.B. Walker, CPA, CIMA®, Franklin Templeton

> Save the date. Registration will open soon.

08

FPA of Silicon Valley

Topic: TBD

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

Time: 11:30 am – 1:30 pm

Speaker: TBD

Sponsor: Patrick Clancy, Litman Gregory Asset Management

> Save the date. Registration will open soon.

12

FPA of San Francisco

Topic: ETF Due Diligence

Location: The City Club of San Francisco, 155 Sansome Street, San Francisco

Time: 4:00 – 6:00 pm

Speaker: TBD

Sponsor: Samantha Yalof, BlackRock

> Click here for more information about this event

12

FPA of San Francisco

Topic: Member Appreciation Event

Location: TBD

Time: 6:00 – 8:00 pm

> Click here for more information about this event

28

FPA of Silicon Valley

Topic: NexGen Event

Location: TBD

Time: 6:00 pm

> Save the date. Registration will open soon.

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