Northern CA Regional Event Calendar

FPA MONTHLY EVENT CALENDAR
MARCH ‐ MAY 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

MARCH 2020

04

FPA of the East Bay

Topic: Bay Area Biotech: Understanding the Geography of Opportunities in the Biomedical Industry

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

Time: 7:00 – 9:00 am

Speaker: Gregory Theyel, PhD, director, Biomedical Manufacturing Network and professor, California State University

Sponsor: Chad Perbeck, CIMA®, Litman Gregory Asset Management

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

10

FPA of California

Topic: Advocacy Day in Sacramento

Location: California State Capitol, 1315 10th Street, Sacramento

Time: 7:00 am – 4:00 pm

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

10

FPA of San Francisco

Topic: Cryptocurrency/Blockchain and Cannabis Investments presented in partnership with the CFA Society San Francisco

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

Time: 3:00 – 6:00 pm

Speakers: Meredith Johnson, CPA, CFP®, BPM (moderator); Bebo White, department associate (emeritus), SLAC National Accelerator Laboratory; Sumit Mehta, founder and chief executive officer, MAZAKALI; Dana Borys, CPA, MST

Strategic Partner: Christina Gray, Stonecrest Managers

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

10

FPA of San Francisco

Topic: Social Networking Mixer

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

Time: 6:00 – 8:00 pm

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

13

FPA of Silicon Valley

Topic: Advising Clients Effectively in the New Environment: What to do About Aging Clients and Diminished Capacity

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

Time: 11:30 am – 1:30 pm

Speaker: Dr. Jim McCabe

Sponsor: Mike Sukle, CAPI, NFP

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

20

FPA of Silicon Valley

Topic: Webinar: An Alternative Fixed Income Investment and Strategy (to Diversify and De-Risk Portfolios)

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: Shafiq Taymuree, executive vice president, Stonecrest Managers

Sponsor: Christina Gray, Stonecrest Managers

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

APRIL

08

FPA of the East Bay

Topic: Deterring Transnational Cybercrimes: Tips from the Secret Service for You and Your Clients

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

Time: 7:00 – 9:00 am

Speaker: Shawn Bradstreet, US Secret Service

Sponsor: Craig Kirkpatrick, Orinda Asset Management

» Save the date. Registration will open soon.

10

FPA of Silicon Valley

Topic: Long Term Care

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

Time: 11:30 am – 1:30 pm

Speaker: Cindy Eisenhower

Sponsor: Michael Ryan, Michael Ryan & Associates

» Save the date. Registration will open soon.

25

FPA of Silicon Valley

Topic: Financial Planners in the Library

Location: Gilroy Library, 350 West 6th Street, Gilroy

Time: 12:30 – 4:00 pm

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

30

FPA of Silicon Valley

Topic: NexGen Meeting: Case Study with CPAs of CalCPA

Location: 700 South B Street, Suite 200, San Mateo

Time: 5:30 – 7:30 pm

Speaker: TBD

» Save the date. Registration will open soon.

MAY

04

FPA National

Topic: FPA Retreat 2020

Location: Hyatt Regency Lost Pines Resort and Spa, 575 Hyatt Lost Pines Road, Cedar Creek, Texas

Time: 3:00 pm May 4 – 11:30 am May 7

Keynote Speakers: Austin Channing Brown, author and web-series creator and producer; Ashton Applewhite, author

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

06

FPA of the East Bay

Topic: TBD

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

Time: 7:00 – 9:00 am

Speaker: TBD

Sponsor: Clay Selland, Signet Mortgage Corporation

» Save the date. Registration will open soon.

08

FPA of Silicon Valley

Topic: Self-Directed IRAs and 401(k)s

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

Time: 11:30 am – 1:30 pm

Speaker: Rick Pendykoski

Sponsor: Keith Haag, Hines

» Save the date. Registration will open soon.

12

FPA of San Francisco

Topic: Planning for Diminished Capacity, Dying

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

Time: 10:00 am – 12:00 pm

Speaker: TBD

Strategic Partner: Chad Perbeck, CIMA®, Litman Gregory Asset Management

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

26

FPA NorCal Conference

Topic: 2020 FPA NorCal Conference

Location: The Palace Hotel, 2 New Montgomery Street, San Francisco

Time: 7:30 am May 26 – 5:30 pm May 27

Speakers: David DeVoe, DeVoe & Company; Carolyn McClanahan, Life Planning Partners; Michael Kitces, Pinnacle Advisory Group; Susan Bradley, CFP®, CeFT®, Financial Transitionist Institute; Dr. William “Marty” Martin, Zesty Sleep; Deb Wetherby, Wetherby Asset Management; Matthew Hougan, Bitwise; Steven Ryder, True North Networks, Inc.; Chad Ramberg, Box Professional Insurance, LLC; S. Katherine Roy, JPMorgan Asset Management; Andy Rothman, Matthews Asia; and many more

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

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) 253-1300
Stonecrest Managers
Kara Paik
Click to email
(415) 840-6815
Litman Gregory
Chad Perbeck, CIMA®
Click to email
(925) 253-5206
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
Diamond Hill
Joe Penner
Click to email
(614) 255-5735
Voya
Joe Yastrub
Click to email
(516) 695-6234
Thornburg
Kevin Parent
Click to email
(505) 467-7217
American Century
Investments

Tod McMichael, CIMA®
Click to email
(800) 900-1014
State Street Global Advisors
Christopher Murphy
Click to email
(415) 260-8308
Lincoln Financial Network
Alanah Phillips
Click to email
(925) 659-0203
Cantor Fitzgerald Capital
John Bacigalupi
Click to email
(650) 703-7180
Mutual of Omaha Mortgage
Amanda Keith
Rick San Vincente
Click to email Amanda / Rick
(415) 747-5668 (Amanda)
(925) 848-6575 (Rick)
The Financial Services Network
Tom Croxton
Click to email
(858) 414-5430
TD Ameritrade Institutional

(510) 717-4031

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