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

April – June 2018 Events for Northern California FPA Chapters

April

11

FPA of the East Bay

Topic: Intentional Wealth: What Planners Can Do to Support the Legacies of their Clients

Location: Contra Costa Country Club, 801 Golf Club Road, Pleasant Hill (note new location)

Time: 7:15 – 9:15 am

Speaker: Courtney Pullen, Pullen Consulting

Sponsor: Matt Beck, American Century Investments

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

13

FPA of Silicon Valley

Topic: Nature, Nurture & Financial Planning

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

Time: 11:30 am – 1:30 pm

Speaker: Hersh Shefrin

Sponsor: Matt Beck, American Century Investments

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

17

FPA of San Francisco

Topic: Insurance Lessons Learned from the 2017 North Bay Fires

Location: Golden Gate University, 536 Mission Street, Room 2202, San Francisco

Time: 8:00 – 10:00 am (webinar starts at 8:15 am)

Speakers: Brian Trouette, Trouette Insurance Agency, LLC; Amy Bach, United Policyholders

Sponsor: Patrick Clancy, Litman Gregory Asset Management

> Click here for more information or to register for this event. Click here to register for the webinar.

27

FPA of Silicon Valley

Topic: Brown Bag Meeting: Tax Law 2018: What Have We Learned?

Location: Buckingham Strategic Wealth, 2445 Faber Place, Suite 250, Palo Alto

Time: 12:00 – 1:30 pm

Speaker: Lawrence KY Pon, CPA/PFS, CFP®, EA, USTCP

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

May

02

FPA of the East Bay

Topic: Case for Emerging Markets: Challenges and Opportunities

Location: Contra Costa Country Club, 801 Golf Club Road, Pleasant Hill (note new location)

Time: 7:15 – 9:15 am

Speaker: Justin Leverenz

Sponsor: Carolyn Sweeney, Robert Half

> Save the date. Registration will open soon.

02

FPA of Silicon Valley

Topic: Financial Firm Tour: United Capital Financial Advisors, LLC

Location: United Capital, LLC, 4300 El Camino Real, Suite 205, Los Altos

Time: 2:00 – 4:00 pm

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

08

FPA of San Francisco

Topic: Behavioral Finance: Risk Tolerance & Revealed Preference

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

Time: 11:30 am – 1:30 pm

Speaker: TBD

Sponsor: Dr. Dave Yeske, MA, CFP®, Golden Gate University

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

11

FPA of Silicon Valley

Topic: Property and Casualty: Earthquake, Flood & Wildfire

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

Time: 11:30 am – 1:30 pm

Speaker: TBD

Sponsor: Mike Sukle, NFP Private Client Insurance Group

> Save the date. Registration will open soon.

18

FPA of Silicon Valley

Topic: Joint Student Forum and Brown Bag Meeting: Generational Differences in Client Engagement: How to Adapt to Different Generational Needs and Capabilities Panel Discussion

Location: UCSC Extension, 3175 Bowers Avenue, Santa Clara

Time: 12:00 – 1:30 pm

Panelists: Eric Solve, CFP®, EA, partner, Wade Financial Advisory; Lloyd Yamada, CFP®, CEO, Aspire Planning Associates; Ethan Pepper, CFP®, EA, principal, Orchard City Wealth Management, LLC

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

22

FPA of San Francisco

Topic: Marin Brown Bag Meeting – Digital Asset Estate Planning: Risks & Rewards

Location: Larkspur Landing, 100 Larkspur Landing, Second Floor Tiburon Conference Room (in front of Suite 203), Larkspur

Time: 11:30 am – 1:00 pm

Speaker: Megan Yip

Sponsor: Mary-Alice Cardenas, Reverse Mortgage Funding LLC

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

29

FPA NorCal Conference

Topic: 2018 FPA NorCal Conference

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

Time: 7:30 am May 29 – 5:30 pm May 30

Keynote Speakers: Jennifer Dulski, head of Groups & Community, Facebook; Greg Valliere, chief global strategist, Horizon Investments; Rosie Rios, former treasurer of the United States; Matthew Luhn, writer and story consultant

> Click here for more information about this event. The conference is sold out; use the link to join the wait list.

31

FPA of Silicon Valley

Topic: NexGen Event: Virtual vs. In-Person Relationships

Location: Abacus Wealth Partners, 700 South B Street, Suite 200, San Mateo

Time: 5:30 – 7:30 pm

Speakers: Jackie Kleinman, CFP®; Landon Lovall, CFP®

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

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.

21

FPA of Silicon Valley

Topic: Triple Treat Social with APABA and CalCPA

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

Time: 5:30 – 7:30 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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