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

October – December 2017 Events for Northern California FPA Chapters

October

02

FPA National

Topic: 2017 FPA Annual Conference

Location: Music City Center, 201 Fifth Ave South, Nashville, Tennessee​​

Keynote Speakers: Ron Insana, contributor, CNBC and MSNBC; Jean Chatzky, journalist, author, and motivational speaker; Phillip Fulmer, former football coach, University of Tennessee

Highlighted Speakers: Susan Bruno, CPA/PFS, CFP®, managing director, Capital Wealth Advisors; Michael Falk, CFA, CRC, partner, Focus Consulting Group; Stacy Francis, CFP®, CDFA™, CES™, president and CEO, Francis Financial; Cheryl Holland, CFP®, president and founder, Abacus Planning Group; Ted Klontz, PhD, founder, Financial Psychology Institute and associate professor of Practice of Financial Psychology and Behavioral Finance, Creighton University Heider College of Business; Tim Kochis, founder and CEO, Kochis Global; Dr. Carolyn McClanahan, MD, CFP®, president, Life Planning Partners, Inc.; Bob Powell, president, Unison, LLC and executive producer, PBS ‘More than Money’; Dan Rubin, partner, Moses & Singer’s Trusts and Estates and Asset Protection Practices; Steven Ryder, president and owner, True North Networks; John Scroggins, partner and attorney, Scroggin & Company, P.C.; Dr. Katy Votava, president, GOODCARE.com and OnMedicare Columnist, InvestmentNews

Time: 7:00 am October 2 – 3:30 pm October 4

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

04

FPA of the East Bay

Topic: Advisor Panel: Becoming a Better Financial Planner

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

Time: 11:00 am – 1:30 pm (new time)

Panelists: Larry Ginsburg, CFP® ; Michael Ma, CFP®; Lynn Ballou, CFP®

Moderator: Eric Flett

Sponsor: David Shaffer, David Shaffer Insurance Services

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

06

FPA of Silicon Valley

Topic: Student Forum Meeting: Transitioning into the Financial Services Business

Location: UCSC Extension, 3175 Bowers Avenue, Santa Clara

Time: 12:00 – 1:30 pm

Panelists: Elisa Ordona, CFP®; Jessica Ann Johnson, CFP®; Jennipher Lommen, CFP®; Julie He, candidate for CFP®

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

09

FPA of the East Bay

Topic: Seventh Annual Golf Tournament

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

Time: 11:00 am – 6:00 pm

> Click here to register as a player, sponsor, or volunteer. Click here for a printable brochure about this event. Sponsorship opportunities available.

09

FPA of the East Bay

Topic: FPA of the East Bay Annual Bocce Tournament and Networking Event

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

Time: 3:00 – 6:00 pm

Beverage Sponsor: John Jordan, FlexShares/Northern Trust

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

10

FPA of San Francisco

Topic: Behavioral Finance and the Psychology of Wealth

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

Time: 9:30 am – 1:30 pm (registration opens at 9:00 am)

Panelists: Spencer Sherman, MBA, CFP®, founder and executive chairman, Abacus Wealth Partners; Kristen Berman, co-founder and principal, Common Cents Lab; Renée M. Snow, Ph.D., EA, CFP®, Financial Planning Department chair at UC Santa Cruz-Silicon Valley and associate professor at Sofia University

Moderator: Rick Lehman, MBA, Golden Gate University and UC Berkeley

Sponsor: Christina Gray, Stonecrest

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

13

FPA of Silicon Valley

Topic: Narrow Your Niche: How to Find Profitable Prospects to Easily Reach Your Goals

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

Time: 11:30 am – 1:30 pm

Speaker: Susan Danzig, certified business coach and owner, Susan Danzig, LLC

Sponsor: Todd Barney, Oppenheimer Funds

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

19

FPA of San Francisco

Topic: BAFEF Annual Wine Tasting Reception Co-Sponsored by FPA of San Francisco

Location: Merchants Exchange Club, 75 Leidesdorff Street, San Francisco

Time: 4:30 – 7:30 pm

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

20

FPA National

Topic: 2017 FPA Residency

Location: Inverness Hotel and Conference Center, 200 Inverness Drive West, Englewood, Colorado​​

Mentors: Jonathan Guyton, CFP®, principal, Cornerstone Wealth Advisors, Inc.; Sandra Bragar, CPA, CFP®, principal, Aspiriant; Gregg Clarke, CFP®, founder, Meritas Wealth Management, LLC; Kathleen M. Longo, CFP®, CAP®, CDFA, Flourish Wealth Management; Sabrina Lowell, CFP®; Michael Smith, CFP®, senior vice president and shareholder, RTD Financial Advisors, Inc.

Time: October 20 – 25

> Click here for more information about this event. The conference is sold out. To join the waiting list, please call (800) 322-4237.

21

FPA of Silicon Valley

Topic: Financial Planning Day

Location: Sunnyvale Public Library, 665 West Olive Avenue, Sunnyvale

Time: 1:00 – 4:30 pm

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

25

FPA of Silicon Valley

Topic: Welcome Wednesday Social

Location: Steins Beer Garden, 895 Villa Street, Mountain View

Time: 5:00 – 7:00 pm

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

28

FPA of San Francisco

Topic: San Francisco Financial Planning Day

Location: San Francisco Public Library, 100 Larkin Street, San Francisco

Time: 9:00 am – 3:00 pm

> Click here for more information or here to volunteer at this event. Download a flier here.

November

04

FPA of San Francisco

Topic: Marin Financial Planning Day

Location: Marin Center Exhibit Hall, Manzanita Room, 10 Avenue of the Flags (East End), San Rafael

Time: 10:00 am – 3:00 pm

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

04

FPA of Silicon Valley

Topic: Financial Planning Day

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

Time: 1:00 – 4:00 pm

> Save the date. Registration will open soon.

07

FPA of the East Bay

Topic: TBD

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

Time: 7:15 – 9:15 am

Speaker: TBD

Sponsor: Alex Hayes, Oppenheimer Funds

> Save the date. Registration will open soon.

10

FPA of Silicon Valley

Topic: Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today

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

Time: 11:30 am – 1:30 pm

Speaker: Nancy Reyes Mullins, founder, RI Strategy Consulting

Sponsor: Christina Gray, Stonecrest

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

14

FPA of San Francisco

Topic: Divorce Planning

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

Time: 11:30 am – 1:30 pm

Speaker: TBD

Sponsor: Gwendaline Mazzara, Fidelity

> Click here for more information about this event

16

FPA of Silicon Valley

Topic: November NexGen Event

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

Time: 6:00 – 8:00 pm

> Save the date. Registration will open soon.

December

01

FPA of Silicon Valley

Topic: Student Forum: The Good, the Bad, and the Very Ugly Truth about Starting Your Own RIA Practice

Location: UCSC Extension, 3175 Bowers Avenue, Santa Clara

Time: 12:00 – 1:30 pm

Speaker: Chris Wentzien, CFP®, CPA, MBA, Natural Bridges Financial Advisors

> Save the date. Registration will open soon.

06

FPA of the East Bay

Topic: TBD

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

Time: 7:15 – 9:15 am

Speaker: TBD

Sponsor: Michael Fredrick, Deutsche Asset Management

> Save the date. Registration will open soon.

08

FPA of Silicon Valley

Topic: What is Your 140.6 Challenge? Chapter Meeting and Holiday Social

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

Time: 4:00 – 6:00 pm (note time change)

Speaker: Bobbi LaPorte

Sponsor: James Park, Ameriprise Financial Services, Inc.

> Save the date. Registration will open soon.

12

FPA of San Francisco

Topic: Planning Profession 10 Years in the Future

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

Time: 4:00 – 5:30 pm

Speaker: TBD

Sponsor: Chris Lakumb, RiverNorth Capital Management, LLC

> Click here for more information about this event

12

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

Sponsor: Mary-Alice Cardenas, Reverse Mortgage Funding

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

Connect with Your Chapter

FPA of the East Bay

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San Francisco Facebook San Francisco Twitter San Francisco Linkedin www.fpasf.org

FPA of Silicon Valley

Silicon Valley Facebook Silicon Valley Twitter Silicon Valley Linkedin www.fpasv.org

FPA National

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