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 2018 Events for Northern California FPA Chapters

October

03

FPA National

Topic: FPA Annual Conference 2018

Location: Hyatt Regency Chicago, 151 East Wacker Drive, Chicago, Illinois

Time: 7:00 am October 3 – 3:15 pm October 5

Speakers: Daniel Crosby, PhD, president, Nocturne Capital; Ron Carson, CFP®, ChFC, founder and CEO, Carson Group; Joe Davis, PhD; Robyn Scott, actor, speaker, and coach; The Second City; and many more

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

03

FPA of the East Bay

Topic: Performance Excellence of World Class Advisors: Client Acquisition thru Community Involvement and Philanthropic Planning

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

Time: 7:15 – 9:15 am

Speaker: Susan Kay, vice president and director of business development, MFS Fund Distributors, Inc.

Sponsor: David Shaffer, David Shaffer Insurance Services

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

03

FPA of Silicon Valley

Topic: Student Forum: A Day in the Life of a Financial Planner

Location: UCSC Extension, 3175 Bowers Avenue, Santa Clara

Time: 11:30 am – 1:30 pm

Panelists: Russ Blahetka, DBA, CFP®, managing director, Vestnomics Wealth Management, LLC; Renata Carico, CFP®, vice president, financial consultant; Michael Gray, CFP®, PhD, wealth advisor, Family CFO, Inc.

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

08

FPA of the East Bay

Topic: Eighth Annual Golf and Bocce Tournament

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

Time: 11:00 am – 6:30 pm (golf); 3:00 – 6:30 pm (bocce)

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

09

FPA of San Francisco

Topic: Serving Aging Clients and Their Families

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

Time: 8:30 am – 1:30 pm

Speakers: Dr. Carolyn McClanahan, MD, CFP®, Life Planning Partners, Inc.; Adriana Alex, MAG, CAC, Sage Eldercare; Elizabeth Krivatsy, Esq., Law Offices of Elizabeth Krivatsy, APC

Sponsor: Christina Gray, Stonecrest

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

11

FPA of Silicon Valley

Topic: Financial Firm Tour – Ameriprise Financial Services, Inc.

Location: Ameriprise Financial Services, Inc., 1919 South Bascom Avenue, Suite 100, Campbell

Time: 2:00 – 4:00 pm

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

12

FPA of Silicon Valley

Topic: Performance Excellence of World Class Advisors: Asset Acquisition thru Community Involvement and Philanthropic Planning

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

Time: 11:30 am – 1:30 pm

Speaker: Susan Kay, vice president and director of business development, MFS Fund Distributors, Inc.

Sponsor: Todd Barney, Oppenheimer Funds

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

14

FPA of Silicon Valley

Topic: Silicon Valley Financial Planning Day in Sunnyvale

Location: Sunnyvale Library, 665 West Olive Avenue, Sunnyvale

Time: 1:00 – 4:30 pm

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

27

FPA of San Francisco

Topic: Ninth Annual San Francisco Financial Planning Day

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

Time: 9:00 am – 3:00 pm

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

November

01

FPA of Silicon Valley

Topic: Welcome Wednesday

Location: TBD

Time: 5:30 – 7:30 pm

> Save the date. Registration will open soon.

03

FPA of San Francisco

Topic: Third Annual Marin Financial Planning Day

Location: Marin Center Exhibit Hall, 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

03

FPA of Silicon Valley

Topic: Silicon Valley Financial Planning Day in San Mateo

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

Time: 12:00 – 4:00 pm

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

07

FPA of the East Bay

Topic: Understanding Dementia and its Impact on Your Clients

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

Time: 11:15 am – 2:00 pm (special lunch meeting)

Speaker: Dori Sproul, Alzheimer’s Assocation

Sponsor: John Sorrell, Bluerock

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

09

FPA of Silicon Valley

Topic: Presentation and Q&A with FPA

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

Time: 11:30 am – 1:30 pm

Speakers: FPA Executive Director Lauren Schadle, CAE; 2018 FPA President Frank Paré, CFP®; 2018 President-Elect Evelyn Zohlen, CFP®

Sponsor: Christina Gray, Stonecrest

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

13

FPA of San Francisco

Topic: Sophisticated Retirement Qualified and Non-Qualified Plans

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

Time: 11:30 am – 1:30 pm

Speaker: TBD

Sponsor: Alex Kemper, Guideline

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

17

FPA of Silicon Valley

Topic: Silicon Valley Financial Planning Day in Redwood City

Location: Redwood City Library, 1044 Middlefield Road, Redwood City

Time: 10:00 am – 1:00 pm

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

29

FPA of Silicon Valley

Topic: NexGen Social

Location: TBD

Time: 5:30 – 7:30 pm

> Save the date. Registration will open soon.

December

05

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: Michael Fredrick, Deutsche Asset Management

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

11

FPA of San Francisco

Topic: Integrating Millennial Employees and Partners Into Your Practice

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

Time: 4:00 – 6:00 pm

Speaker: Brian Shenson, Schwab

Sponsor: Chris Lakumb, RiverNorth

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

11

FPA of San Francisco

Topic: Holiday Reception

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

Time: 6:00 – 8:00 pm, immediately following chapter meeting

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

14

FPA of Silicon Valley

Topic: End of Year 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

> Save the date. Registration will open soon.

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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