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

December 2018 – February 2019 Events for Northern California FPA Chapters

December 2018

01

FPA of Silicon Valley

Topic: Annual Meeting Pass Registration Opens December 1

> Click here for more information or to purchase an annual pass

05

FPA of the East Bay

Topic: Conscious Inclusivity: Why and How Financial Advisors Can Lead the Way

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

Time: 7:15 – 9:15 am

Speaker: Kellie McElhaney, PhD, Haas School of Business, UC Berkeley

Sponsor: Michael Fredrick, DWS Distributors, Inc.

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

11

FPA of San Francisco

Topic: Integrating Millennials and Career Changers Into Your Practice

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

Time: 4:00 – 5:30 pm

Panelists: Daniel Lee, CFA, CFP®, portfolio manager, B|O|S, LLC; Bryan Hasling, CFP®, EA, senior financial planner, JW Harrison; Lauren Stansell, CFP®, Yeske Buie

Sponsor: Chris Lakumb, RiverNorth

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

11

FPA of San Francisco

Topic: Holiday Reception

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

Time: 5:30 – 7:30 pm, immediately following chapter meeting

> Click here for more information about this event. No RSVP required.

14

FPA of Silicon Valley

Topic: Chapter Meeting and Holiday Social with Comedy Sportz

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

Time: 4:00 – 6:00 pm

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

January 2019

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: Mary-Alice Cárdenas, Reverse Mortgage Funding LLC

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

09

FPA of the East Bay

Topic: 2019 Economic and Stock Market Outlook

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

Time: 7:15 – 9:15 am

Speaker: Charles Blankley, CFA, chief investment officer, Gemmer Asset Management

Sponsor: Kara Paik, Stonecrest

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

11

FPA of Silicon Valley

Topic: New Tax Planning Conversations Arising from the Tax Cuts and Jobs Act

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

Time: 11:30 am – 1:30 pm

Speaker: Mike Morales, CPA, MST, Buchanan & Reed

Sponsor: TBD

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

31

FPA of Silicon Valley

Topic: NexGen Meeting

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.

February 2019

06

FPA of the East Bay

Topic: TBD

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

Time: 7:15 – 9:15 am

Speaker: TBD

Sponsor: TBD

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

08

FPA of Silicon Valley

Topic: LinkedIn Marketing

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

Time: 11:30 am – 1:30 pm

Speaker: Steve Fox, Putnam

Sponsor: TBD

> Save the date. Registration will open soon.

12

FPA of San Francisco

Topic: TBD

Location: TBD

Time: TBD

Speaker: TBD

Sponsor: Homa Rassouli, Retirement Funding Solutions

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

13

FPA of Silicon Valley

Topic: Student Forum/Brown Bag: Surviving an Audit in Your Practice (CA)

Location: UCSC Extension, 3175 Bowers Avenue, Santa Clara

Time: 11:30 am – 1:30 pm

Panelists: Teresa Scagliotti, CFP®, principal, Scagliotti & Associates; Renée Snow, Ph.D., CFP®, EA; Chris Wentzien, CFP®, CPA, MBA, principal, Natural Bridges Financial Advisors

> Save the date. Registration will open soon.

Connect with Your Chapter

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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

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