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

June – August 2018 Events for Northern California FPA Chapters

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.

06

FPA National

Topic: FPA Advocacy Day 2018

Location: Hyatt Regency Washington on Capitol Hill, 400 New Jersey Avenue NW, Washington, DC

Time: 12:30 pm June 6 – EOB June 7

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

08

FPA National

Topic: FPA Residency Program June 2018

Location: The Hilton Hotel Inverness, 200 Inverness Drive West, Englewood, Colorado

Time: 2:30 pm June 8 – 2:30 pm June 13

Deans and Mentors: Dave Yeske, DBA, CFP®, managing director, Yeske Buie; Karen Blodgett, MBA, CFP®, principal, Aspiriant; Diane Bourdo, CFP®, president, The Humphreys Group; Richard J. Busillo, CFP®, AIF®, RPA, chairman and CEO, RTD Financial Advisors, Inc.; Gregg Clarke, MBA, CFP®, founder, Meritas Wealth Management, LLC; Jon P. Yankee, MBA, CFP®, founder, FJY Financial

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

21

FPA of Silicon Valley

Topic: Triple Treat Social with FPA of Silicon Valley, Asian Pacific American Bar Association, and CalCPA

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

Time: 5:30 – 7:30 pm

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

24

FPA National

Topic: FPA NexGen Gathering 2018

Location: University of California, Santa Barbara

Time: 8:00 am June 24 – 12:00 pm June 26

Keynote Speakers: Kate Healy, managing director, Generation Next, TD Ameritrade Institutional; ​Courtney Pullen, ​president, The Pullen Consulting Group​

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

July

01

FPA of the East Bay

There is no chapter meeting in July.

10

FPA of San Francisco

Topic: Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments

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

Time: 11:30 am – 1:30 pm (webinar starts at 12:00 pm)

Speakers: Preston R. Sargent, executive vice president, Bailard Real Estate; Michael J. Faust, CFA, executive vice president, Bailard Wealth Management

Sponsor: Samantha Yalof, BlackRock

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

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

13

FPA of Silicon Valley

Topic: Crucial Estate Planning Issues for Elders: Powers of Attorney, Long-Term Care Planning, and Medi-Cal

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

Time: 11:30 am – 1:30 pm

Speaker: Alma Soongi Beck

Sponsor: Scott Pyes, Natixis

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

13

FPA of Silicon Valley

Topic: Ethics

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

Time: 2:00 – 4:00 pm

Speaker: Curt Weil, CFP®

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

26

FPA of Silicon Valley

Topic: NexGen Event: Building Your Own Practice

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

Time: 5:30 – 7:30 pm

Speaker: Russell Kroeger, CFP®, EA

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

August

01

FPA of Silicon Valley

There is no chapter meeting in August.

01

FPA of the East Bay

Topic: Social Media

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 about this event. Registration will open soon.

07

FPA of San Francisco

Topic: Charitable Giving & Strategy

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

Time: 11:30 am – 1:30 pm

Speakers: Pamela Doherty, The San Francisco Foundation; Barry Taylor, CFP®, Integral Financial Solutions, LLC

Sponsor: Pamela Doherty, The San Francisco Foundation

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

09

FPA Regional

Topic: 29th Annual FPA Far West Roundup 2018

Location: University of California, Santa Cruz, Porter College (revised location for 2018), 200 Heller Drive, Santa Cruz

Time: August 9 – 12

> Click here for more information or to register for this event. Registration opens approximately June 8.

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.

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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