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

December 2017 – February 2018 Events for Northern California FPA Chapters

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

Speakers: Chris Wentzien, CFP®, CPA, MBA, Natural Bridges Financial Advisors; Anandi Krishnamurthy, CFP®, MS, On Track Financial Advisory

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

06

FPA of the East Bay

Topic: How to Recruit & Compensate Top Talent

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

Time: 7:15 – 9:15 am

Speaker: Kelli Cruz, Cruz Consulting Group

Sponsor: Michael Fredrick, Deutsche Asset Management

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

07

FPA of San Francisco

Topic: NexGen Holiday Reception

Location: Aspiriant, 50 California Street, Suite 2600, San Francisco

Time: 6:00 – 8:00 pm

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

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: Bobbie LaPorte, Bobbie LaPorte and Associates

Sponsor: James Park, Ameriprise Financial Services, Inc.

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

12

FPA of San Francisco

Topic: To Think, Feel, Act and Learn Like a Financial Planner – A Presentation 50 Years in the Making!

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

Time: 4:00 – 5:30 pm

Speakers: Dr. Dave Yeske, CFP®, managing director, Yeske Buie, Director of Financial Planning & distinguished adjunct professor, Golden Gate University; Elissa Buie, CFP®, CEO, Yeske Buie, distinguished adjunct professor, Golden Gate University

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 LLC

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

January

09

FPA of San Francisco

Topic: Economic Forecast

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

Time: 11:30 am – 1:30 pm

Speaker: Jurrien Timmer, director of global macro research, Fidelity

> Click here for more information about this event

10

FPA of the East Bay

Topic: 2018 Economic and Stock Market Outlook

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

Time: 7:15 – 9:15 am

Speaker: Rich Taylor

Speaker: Kara Paik, Stonecrest

> Save the date. Registration will open soon.

12

FPA of Silicon Valley

Topic: Making Sense of the Uncertainty: Tax Planning in 2018

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 to register for this event

20

FPA of Silicon Valley

Topic: Financial Planning Day

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

Time: 10:00 am – 1:30 pm

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

25

FPA of Silicon Valley

Topic: NexGen Event

Location: TBD

Time: 6:00 – 8:00 pm

> Save the date. Registration will open soon.

February

07

FPA of the East Bay

Topic: TBD

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

Time: 7:15 – 9:15 am

Speaker: TBD

Sponsor: Clay Selland, Signet Mortgage Corporation

> Save the date. Registration will open soon.

09

FPA of Silicon Valley

Topic: TBD

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

Time: 11:30 am – 1:30 pm

Speaker: TBD

> Save the date. Registration will open soon.

13

FPA of San Francisco

Topic: Risk Management Potholes!

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

Time: 8:00 – 10:00 am

Speaker: Brian Trouette, Trouette Insurance Agency LLC

> Click here for more information about this event

23

FPA of Silicon Valley

Topic: Senior Housing: Choices and Decision Making

Location: TBD

Time: 12:00 – 1:30 pm

Speaker: Jim McCabe, Eldercare Resources

> 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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