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

February – April 2019 Events for Northern California FPA Chapters

February

06

FPA of the East Bay

Topic: Estate Planning: Hot Topics and Danger Signals

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

Time: 7:00 – 9:00 am

Speaker: John Hartog, JD, LLM, Hartog, Baer & Hand, APC

Sponsor: Craig Kirkpatrick, Orinda Asset Management

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

08

FPA of Silicon Valley

Topic: Getting Started with LinkedIn

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

Time: 11:30 am – 1:30 pm

Speaker: Steve Fox, regional advisor consultant, Putnam Retail Management

Sponsor: Rich Dayton, The Dayton Law Firm

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

12

FPA of San Francisco

Topic: Tax Planning for Small Business Owners: Doing a Deep Dive into Section 199A

Location: Golden Gate University, 536 Mission Street, Room 2201, San Francisco

Time: 8:00 – 10:00 am

Speaker: Susan Jordan, CPA, CFP®, partner, Mowat Mackie & Anderson

Sponsor: Wendy Hales, CFP®, CWS, Innovative Portfolios, LLC

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

13

FPA of Silicon Valley

Topic: Joint Student Forum/Brown Bag Meeting: Surviving an Audit of Your Practice (California)

Location: UCSC Extension, 3175 Bowers Avenue, Santa Clara

Time: 11:30 am – 1:30 pm

Panelists: Teresa Scagliotti, CFP®, principal, Scagliotti & Associates; Renée Snow, Ph.D., CFP®, EA; Chris Wentzien, CFP®, CPA, MBA, principal, Natural Bridges Financial Advisors

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

March

05

FPA of California

Topic: Sixth Annual Advocacy Day in Sacramento

Location: California State Capitol, 1315 10th Street, Sacramento

Time: 8:00 am – 5:00 pm

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

06

FPA of the East Bay

Topic: TBD

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

Time: 7:00 – 9:00 am

Speaker: TBD

Sponsor: Chad Perbeck, Litman Gregory Asset Management

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

08

FPA of Silicon Valley

Topic: What Financial Planners Should Know About Real Estate Tax Issues

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

Time: 11:30 am – 1:30 pm

Speaker: Ron Ricard, Certified Exchange Specialist®, vice president, Investment Property Exchange Services, Inc.

Sponsor: Mike Sukle, NFP Private Client Insurance Group

> Save the date. Registration will open soon.

12

FPA of San Francisco

Topic: Equity Compensation Planning: From Start-up to Liquidity

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

Time: 9:00 am – 2:00 pm

Speakers: Alison Wright, partner, Hanson Bridgett; Landon Lovell, CFP®, KB Advisors; Meredith Johnson, CPA/CFP®, tax director, BPM

Sponsor: Homa Rassouli, Retirement Funding Solutions

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

28

FPA of Silicon Valley

Topic: NexGen Social

Location: TBD

Time: 5:30 – 7:30 pm

> Save the date. Registration will open soon.

April

10

FPA of the East Bay

Topic: TBD

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

Time: 7:00 – 9:00 am

Speaker: TBD

Sponsor: John Sorrell, Bluerock

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

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: Dan Friedberg

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

> Save the date. Registration will open soon.

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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

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