FPA MONTHLY EVENT CALENDAR NOVEMBER 2019 ‐ JANUARY 2020

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

Events for Northern California FPA Chapters

NOVEMBER 2019

FPA of San Francisco

Topic: Marin Financial Planning Day

Location: Marin Center Manzanita Room, 10 Avenue of the Flags, East End, San Rafael

Time: 10:00 am – 3:00 pm

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

FPA of the East Bay

Topic: Underserved, High Value Markets: Women and NexGen

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

Time: 11:15 am – 2:00 pm (lunch meeting)

Speaker: Jackie Wilke, advisory practices consultant, First Trust

Sponsor: Clay Selland, Signet Mortgage Corporation

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

FPA of Silicon Valley

Topic: Economic Update – More Growth Ahead in 2020, followed by “Business and Beverages” cocktail social

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

Time: 4:00 – 6:00 pm

Speaker: Bryce Gill, economic analyst, First Trust

Sponsor: Todd Barney, Invesco

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

FPA of Silicon Valley

Topic: Volunteers Needed: Financial Planning Day in San Mateo

Location: San Mateo Library, 55 West Third Avenue, San Mateo

Time: 12:00 – 4:00 pm

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

FPA of San Francisco

Topic: Panel: The Tax Tightrope: How to Save Your Clients Money, Respect Their Tax Professionals, and Make Everybody Happy

Location: Golden Gate University, 536 Mission Street, Room 5208, San Francisco

Time: 11:30 am – 1:30 pm

Panelists: Heather Liston, CFP®, UC Berkeley (Moderator); Lauren Stansell, CFP®, Yeske Buie; Sandi Bragar, CPA, CFP®, Aspiriant; Daniel Lee, CFP®, CFA, Plancorp

Sponsor: Sue Summers, CIMA®, RobustWealth

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

FPA of Silicon Valley

Topic: Webinar: Capital Gains Tax Deferral and Avoidance Strategies

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: Mike Ryan, Michael Ryan & Associates

Sponsor: Mike Ryan, Michael Ryan & Associates

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

FPA of Silicon Valley

Topic: Financial Planning Day in Menlo Park

Location: Menlo Park Library, 800 Alma Street, Menlo Park

Time: 1:00 – 4:00 pm

» Click here to volunteer for this event

FPA of San Francisco

Topic: Sponsored Webinar – Using Option Strategies for Financial Planning Solutions

Location: Online only

Time: 12:00 – 1:00 pm

Speaker: Jim Murphy, CFP®, director of investments, Sheaff Brock Investment Advisors and Innovative Portfolios

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

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

FPA of Silicon Valley

Topic: NexGen Social

Location: Antonio’s Nut House, 321 California Avenue, Palo Alto

Time: 5:30 – 7:30 pm

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

DECEMBER 2019

FPA of the East Bay

Topic: Building Great Teams

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

Time: 7:00 – 9:00 am

Speaker: Bob Ladouceur, legendary football coach, De La Salle High School

Sponsor: Susan Danzig, Susan Danzig LLC

» Save the date. Registration will open soon.

FPA of San Francisco

Topic: The Psychology of Money

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

Time: 4:00 – 5:30 pm

Speakers: Joan DeFuria, MFCC, co-founder, Money, Meaning & Choice Institute; Marlis Jansen, FBS, founder, The Money Conversation; Renee Spencer, MFT, private practice on wealth counseling

Sponsor: Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.

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