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

August – October 2018 Events for Northern California FPA Chapters

August

01

FPA of Silicon Valley

There is no chapter meeting in August.

01

FPA of the East Bay

Topic: How to Use LinkedIn to Enhance Your Sales and Referral Success

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

Time: 7:15 – 9:15 am

Speaker: Kevin Knebl

Sponsor: J.B. Walker, Franklin Templeton

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

07

FPA of San Francisco

Topic: Charitable Gift Planning

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

Time: 11:30 am – 1:30 pm (webinars start at 12:00 pm)

Speakers: Barry Taylor, CFP®, Integral Financial Solutions, LLC; Erik Dryburgh, attorney and principal, Adler & Colvin

Sponsor: Pamela Doherty, The San Francisco Foundation

> Click here for more information or to register for The City Club meeting

> Click here for more information or to register for the webinar

> Click here for more information or to register for the Santa Rosa simulcast

09

FPA Regional

Topic: 29th Annual FPA Far West Roundup 2018

Location: University of California, Santa Cruz, Porter College (revised location for 2018), Porter-Kresge Road, Santa Cruz

Time: 4:00 pm August 9 – 12:00 pm August 12

Speakers: Glen Hammel, PhD, neuropsychologist; Martin Stever, president, Pacific West Land, LLC; Claude Thau, director of Long Term Care Insurance Funding Solutions, Target Insurance Services; Andrew Olig, vice president of Responsible Investment Strategy, Eaton Vance; Steve Ryder, president and founder, True North Networks, LLC; Nancy Akalin, licensed Clinical Psychologist; PhD, Murat Akalin, MD, board certified in Psychiatry and Family Medicine; Matt Lemen, AccesseHR Insurance Services; Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP, Pon & Associates; Sarah Fallaw, PhD, founder and president, DataPoints LLC

> Click here for more information about this event. The conference is sold out.

16

FPA of Silicon Valley

Topic: Seventh Annual Bocce Event

Location: Campo di Bocce, 565 University Avenue, Los Gatos

Time: 5:30 – 8:00 pm. First ball thrown at 6:00 pm.

> Click here for more information or here to register for this event. Team sponsorships are available; click here for more information.

September

05

FPA of the East Bay

Topic: Aging: Care Management, Cost Analysis & Laws

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

Time: 7:15 – 9:15 am

Speaker: Linda Fodrini-Johnson, Eldercare Services

Sponsor: Alex Hayes, Oppenheimer Funds

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

11

FPA of San Francisco

Topic: Succession Planning

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

Time: 4:00 – 6:00 pm

Speaker: Tim Kochis, JD, MBA, CFP®, Aspiriant

Sponsor: Harold Bauer, The Bauer Team

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

11

FPA of San Francisco

Topic: Member Appreciation Event

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.

14

FPA of Silicon Valley

Topic: To Think, Feel, Act, and Learn Like a Financial Planner

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

Time: 11:30 am – 1:30 pm

Speaker: Dr. Dave Yeske, CFP®, managing director, Yeske Buie

Sponsor: Rich Dayton, The Dayton Law Firm

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

17

FPA of California

Topic: FPA of California Advocacy Week

Location: TBD

Time: September 17 – 21

> Click here to email FPA of California for more information or to register for this event

27

FPA of Silicon Valley

Topic: Firm Tour

Location: Aspire Planning Associates, Inc., 19925 Stevens Creek Boulevard, Suite 100, Cupertino

Time: 2:00 – 4:00 pm

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

27

FPA of Silicon Valley

Topic: NexGen Social

Location: TBD, Palo Alto

Time: 5:30 – 7:30 pm

> Save the date. More information will be available soon.

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. Advance registration ends August 17.

03

FPA of the East Bay

Topic: Best Practices for Top Advisors

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

Time: 7:15 – 9:15 am

Speaker: Susan Kay

Sponsor: David Shaffer, David Shaffer Insurance Services

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

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: 12:00 – 1:30 pm

Panelists: TBD

> 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. Registration deadline is September 30.

09

FPA of San Francisco

Topic: Planning for Aging Clients

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

Time: 9:30 am – 1:30 pm

Speaker: Carolyn McClanahan, MD, CFP®, Whealthcare Planning, LLC

Sponsor: Christina Gray, Stonecrest

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

12

FPA of Silicon Valley

Topic: Marketing

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

Time: 11:30 am – 1:30 pm

Speaker: Susan Kay, MFS

Sponsor: Todd Barney, Oppenheimer Funds

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

14

FPA of Silicon Valley

Topic: Silicon Valley Financial Planning Day

Location: Sunnyvale Library, 665 West Olive Avenue, Sunnyvale

Time: TBD

> Save the date. More information will be available soon.

27

FPA of San Francisco

Topic: 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

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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