Northern CA Regional Event Calendar

FPA MONTHLY EVENT CALENDAR JANUARY ‐ MARCH 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

JANUARY 2020

08

FPA of the East Bay

Topic: 2020 Economic and Stock Market Outlook

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

Time: 7:00 – 9:00 am

Speaker: Kent Shepherd, CFA, portfolio manager, Franklin Templeton Group

Sponsor: David Shaffer, David Shaffer Insurance Services

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

» Click here to buy a 2020 season pass at a 10% discount (members only)

10

FPA of Silicon Valley

Topic: Business Taxation: Advising Clients Effectively in the New Environment

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

Time: 11:30 am – 1:30 pm

Speaker: Meredith Johnson, CPA, CFP®, director of tax, BPM

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

14

FPA of San Francisco

Topic: Global Market Outlook

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

Time: 4:00 – 6:00 pm

Speaker: Omar Aguilar, PhD, senior vice president and chief investment officer, Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc.

Strategic Partner: Homa Rassouli, Mutual of Omaha Mortgage

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

FEBRUARY

05

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: Alex Hayes, Invesco

» Save the date. Registration will open soon.

11

FPA of San Francisco

Topic: San Francisco Federal Reserve

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

Time: 10:00 am – 12:00 pm

Speaker: Liz Laderman, San Francisco Federal Reserve

Strategic Partner: Mary-Alice Cárdenas, Reverse Mortgage Funding LLC

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

13

FPA of Silicon Valley

Topic: Vision 2020 – FPA of Silicon Valley Symposium

Location: Franklin Templeton, 1 Franklin Parkway, #960, San Mateo

Time: 9:00 am – 3:00 pm

Speakers: Sara Zeff Geber, Ph.D., certified retirement coach, LifeEncore; Todd Barney, CIMA®, CPWA®, vice president/senior advisor consultant, Invesco; Mike Reed, Franklin Templeton; Karen Sparks, CDFA™, JD, Divorce Financial Strategists™; and more

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

26

FPA of Silicon Valley

Topic: Student Forum: Working with Affiliated Professionals

Location: UCSC Extension in Silicon Valley, 3175 Bowers Avenue, Santa Clara

Time: 12:00 – 1:30 pm

Panelists: Tracy Cook, CPA; Richard C. Dayton, JD, founder, The Dayton Law Firm; Jesse Dogillo, CFP®, CLU®, ChFC®, AEP®, founder, Bay Area Financial Advisers; Lavina Nagar, CFP®, president and founder, Maya Advisors, Inc.

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

27

FPA of Silicon Valley

Topic: NexGen Social – Diversity and Inclusion

Location: TBD

Time: 5:30 – 7:30 pm

Speaker: TBD

» Save the date. Registration will open soon.

MARCH

04

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: Chad Perbeck, CIMA®, Litman Gregory

» Save the date. Registration will open soon.

10

FPA of California

Topic: Advocacy Day in Sacramento

Location: California State Capitol, 10th and L Streets, 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: TBD

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

Time: 2:00 – 6:00 pm

Speakers: Paul Veradittakit, Pantera Capital, Bitwise, Rachel Caldwell, Sumit Mehta

Strategic Partner: Christina Gray, Stonecrest Managers

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

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 about this event. Registration will open soon.

13

FPA of Silicon Valley

Topic: Working with a Senior Care Manager

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

Time: 11:30 am – 1:30 pm

Speaker: Dr. Jim McCabe

» Save the date. Registration will open soon.

20

FPA of Silicon Valley

Topic: Webinar – TBD

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

Time: 12:00 – 1:00 pm

Speaker: TBD

» Save the date. Registration will open soon.

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 2019 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) 402-1678
Stonecrest Managers
Kara Paik
Click to email
(415) 840-6815
Litman Gregory
Chad Perbeck, CIMA®
Click to email
(925) 253-5245
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
Russell Investments
Mike Whitney
Click to email
(925) 548-6836
Voya
Joe Yastrub
Click to email
(516) 695-6234
TD Ameritrade Institutional
Jeff Zabel
Click to email
(206) 582-5067
American Century
Investments

Tod McMichael, CIMA®
Click to email
(925) 980-4880
State Street Global Advisors
Christopher Murphy
Click to email
(415) 260-8308
Lincoln Financial
Alanah Egan
Click to email
(925) 659-0203
C2 Reverse Mortgage
Harold Bauer
Click to email
(925) 548-2293
Mutual of Omaha Mortgage
Amanda Keith
Rick San Vicente
Click to email Amanda
Click to email Rick

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