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 2019 Events for Northern California FPA Chapters

April

10

FPA of the East Bay

Topic: Internal Succession: A Case Study

Location: Round Hill Country Club, 3169 Roundhill Road, Alamo (new location)

Time: 7:00 – 9:00 am

Speakers: James P. King, CFP® and Scott Horton, CFP®, J.P. King Advisors, Inc.

Sponsor: John Sorrell, Bluerock

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

12

FPA of Silicon Valley

Topic: Era of Blockchain

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

Time: 11:30 am – 1:30 pm

Speaker: Daniel S. Friedberg

Sponsor: Greg Hacker, Open Mortgage – Home Equity Retirement Specialist

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

17

FPA of San Francisco

Topic: Beyond the Obvious: Center of Influence Networking Event

Location: 100 Larkspur Landing, main floor atrium, Larkspur

Time: 4:00 – 6:00 pm

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

24

FPA of San Francisco

Topic: FPA NexGen Welcomes Morgan Housel

Location: Golden Gate University, 536 Mission Street, second floor, San Francisco

Time: 6:00 – 7:30 pm

Speaker: Morgan Housel, partner, The Collaborative Fund and former columnist, The Motley Fool and The Wall Street Journal

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

24

FPA of San Francisco

Topic: San Francisco Mini Financial Planning Day

Location: Ortega Branch Library, 3223 Ortega Street, San Francisco

Time: 6:30 – 8:30 pm

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

May

01

FPA of the East Bay

Topic: Ethical Lessons: Tom Hardin’s Journey from Analyst to Tipper X

Location: Round Hill Country Club, 3169 Roundhill Road, Alamo (new location)

Time: 7:00 – 9:00 am

Speaker: Tom Hardin

Sponsor: David Shaffer, David Shaffer Insurance Services

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

06

FPA National

Topic: FPA Retreat 2019

Location: Hilton La Jolla Torrey Pines, 10950 North Torrey Pines Road, La Jolla

Time: 1:00 pm May 6 – 12:00 pm May 9

Speakers: Susan Bradley, Founder/CEO, Sudden Money Institute; Karthik Dinakar, AI researcher/CTO, MIT/Pienso; Joseph Messinger, founder, Capstone College Partners; Leo Rydzewski, general counsel, CFP Board; Jon P. Yankee, partner and CEO, FJY Financial; and many more

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

10

FPA of Silicon Valley

Topic: Buying and Selling your Financial Advisory Practice: Value Trends and an M&A Update

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

Time: 11:30 am – 1:30 pm

Speaker: Christine Sjolin, vice president of Strategic Development & Operations, FP Transitions

Sponsor: Chad Perbeck, CIMA®, Litman Gregory Asset Management

> Save the date. Registration will open soon.

14

FPA of San Francisco

Topic: Comprehensive Review of Property & Casualty Insurance

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

Time: 4:00 – 6:00 pm

Speaker: TBD

Sponsor: Chad Perbeck, CIMA®, Litman Gregory Asset Management

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

14

FPA of San Francisco

Topic: Sponsor 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.

17

FPA of Silicon Valley

Topic: Student Forum: Retirement Tools and Processes: Guiding Clients Through the Retirement Planning Process

Location: UCSC Extension, 3175 Bowers Avenue, Santa Clara

Time: 12:00 – 1:30 pm

Speaker: TBD

> Save the date. Registration will open soon.

18

FPA of Silicon Valley

Topic: Financial Planning Day in Santa Clara

Location: Santa Clara Central Park Public Library, 2635 Homestead Road, Santa Clara

Time: 1:00 – 4:00 pm

> Save the date. Volunteers will be needed.

28

FPA NorCal Conference

Topic: 2019 FPA NorCal Conference

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

Time: 7:30 am May 28 – 5:30 pm May 29

Keynote Speakers: Mike Robbins, CEO, Mike Robbins, LLC; Marci Rossell, PhD, economist; Brock Long, former administrator, Federal Emergency Management Agency (FEMA); Greg McKeown, CEO, McKeown, Inc.

> Click here for more information about this event. The conference is sold out and the wait list is full.

30

FPA of Silicon Valley

Topic: NexGen Meeting: Impact Investing

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

Time: 5:30 – 7:30 pm

Speaker: Andrew Olig, Calvert Research and Management

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

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.

02

FPA National

Topic: FPA NexGen Gathering 2019

Location: Loyola University, New Orleans, Louisiana

Time: 8:00 am June 2 – 12:00 pm June 4

Hosts: Saundra Davis, financial coach and educator, Golden Gate University; Michael Branham, partner and senior financial planner, The Planning Center, Inc. (TPC)

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

05

FPA National

Topic: FPA Advocacy Day 2019

Location: Liaison Washington Capitol Hill, 415 New Jersey Avenue NW, Washington, DC

Time: 12:30 pm June 5 – EOB June 6

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

07

FPA National

Topic: FPA Residency 2019 – June

Location: The Hyatt Regency Aurora-Denver Conference Center, 13200 East 14th Place, Aurora, Colorado

Time: 2:30 pm June 7 – 2:30 pm June 12

Deans and Mentors: Dr. Dave Yeske, DBA, CFP®, managing director, Yeske Buie, and many more

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

20

FPA of Silicon Valley

Topic: Triple Treat Networking Event with FPASV, CalCPA, and APABA

Location: Vault 164, 154 South B Street, San Mateo

Time: 5:30 – 8:00 pm

> Click here for more information about this event. 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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