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

June – August 2019 Events for Northern California FPA Chapters

June

01

FPA of the East Bay

There is no chapter meeting in June.

01

FPA of Silicon Valley

There is no chapter meeting in June.

01

FPA of San Francisco

There is no chapter meeting in June.

02

FPA National

Topic: FPA NexGen Gathering 2019

Location: Loyola University, 6363 St. Charles Avenue, New Orleans, Louisiana

Time: 8:00 am June 2 – 12:00 pm June 4

Hosts: Saundra Davis, financial coach and educator, Golden Gate University; Michael Branham, partner and senior financial planner, The Planning Center, Inc. (TPC)

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

05

FPA National

Topic: FPA Advocacy Day 2019

Location: Liaison Washington Capitol Hill, 415 New Jersey Avenue NW, Washington, DC

Time: 12:00 pm June 5 – EOB June 6

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

07

FPA National

Topic: FPA Residency 2019 – June

Location: The Hyatt Regency Aurora-Denver Conference Center, 13200 East 14th Place, Aurora, Colorado

Time: 2:30 pm June 7 – 2:30 pm June 12

Deans and Mentors: Dr. Dave Yeske, CFP®, DBA, managing director, Yeske Buie; Karen Blodgett, CFP®, MBA, principal, Aspiriant; Kacy Gott, CFP®, board chair, Foundation for Financial Planning; Sabrina Lowell, CFP®; Nick Nicolette, CFP®, founder and principal, Sterling Financial Planning, Inc. (SFPI); Lauren Stansell, CFP®, partner and financial planner, Yeske Buie

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

13

FPA of San Francisco

Topic: Member Appreciation Event

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

Time: 5:30 – 7:00 pm

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

20

FPA of Silicon Valley

Topic: Triple Treat Networking Event with FPASV, CalCPA, and Asian Pacific American Bar Association (APABA)

Location: Vault 164, 164 South B Street, San Mateo

Time: 5:30 – 7:30 pm

Sponsor: Opportunities available. Contact Susan Adams at execdirector@fpasv.org for more information.

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

July

01

FPA of the East Bay

There is no chapter meeting in July.

09

FPA of San Francisco

Topic: Turning Questions on Politics into Productive Investment Dialogues

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

Time: 4:00 – 6:00 pm

Speaker: Ben Phillips, CFA, chief investment officer

Sponsor: Dr. David Yeske, CFP®, Golden Gate University, Ageno School of Business

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

09

FPA of San Francisco

Topic: Summer Social 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

12

FPA of Silicon Valley

Topic: Business Planning Beyond the Numbers

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

Time: 11:30 am – 1:30 pm

Speaker: Teresa Riccobuono

Sponsor: Mike Ryan, Michael Ryan & Associates

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

19

FPA of Silicon Valley

Topic: Webinar: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: TBD

Sponsor: Scott Pyes, Natixis

> Save the date. Registration will open soon.

25

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

August

01

FPA of Silicon Valley

There is no chapter meeting in August.

07

FPA of the East Bay

Topic: TBD

Time: 7:00 – 9:00 am

Speaker: TBD

Sponsor: Tonya Lore, Ivy Funds

> Save the date. Registration will open soon.

08

FPA Regional

Topic: 30th Annual FPA Far West Roundup 2019

Location: University of California, Santa Cruz

Time: August 8 – 11

Speakers: TBD

> Click here for more information about this event. Registration should open around the second Monday in June. For notification, email info.fwroundup@gmail.com.

13

FPA of San Francisco

Topic: Evaluating Real Estate Rentals

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

Time: 8:00 – 10:00 am

Speaker: Scott Fong

Sponsor: Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.

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

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: Team captain/sponsor opportunities available. Click here for more information.

> 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

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