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December 2015 – February 2016 Events for Northern California FPA Chapters
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December 2015
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02
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FPA of the East Bay
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Topic: Turn Your Practice Into a Business
Location: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:15 – 9:15 am
Speaker: Scott T. Hanson, CFP®, CFS®, ChFC, Hanson McClain
Sponsor: John Sorrell, Franklin Square Capital Partners
> Click here for more information or to register for this event |
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03
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FPA of Silicon Valley
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Topic: Personal Financial Services Networking and Career Event
Location: UCSC Extension, 2505 Augustine Drive, Santa Clara
Time: 6:00 – 8:30 pm
> Click here for more information or here to register for this event |
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08
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FPA of San Francisco
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Topic: Family Wealth: Advising the Rising Generation
Location: The City Club of San Francisco, 155 Sansome Street, San Francisco
Time: 4:00 – 5:30 pm
Speakers: Patricia M. Armstrong, senior director, Family Dynamics and Education, Abbott Downing; Joe Martin, partner, Golub Group
Sponsor: Chris Lakumb, RiverNorth Capital Management, LLC
> Click here for more information or to register for this event |
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08
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FPA of San Francisco
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Topic: Holiday Reception
Location: The City Club of San Francisco, 155 Sansome Street, San Francisco
Time: 5:30 – 8:00 pm
> Click here for more information or to register for this event |
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11
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FPA of Silicon Valley
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Topic: Economic Update for 2016: A Guide to the Markets
Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose
Time: 11:30 am – 1:30 pm
Speaker: Jack Roddy, CIMA®, vice president, client advisor, JP Morgan Asset Management
> Click here for more information or here to register for this event |
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January 2016
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06
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FPA of the East Bay
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Topic: 2016 Market Outlook
Location: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:15 – 9:15 am
Speaker: Heidi Richardson, managing director, Head of US Investment Strategy, iShares
Sponsor: Michael Fredrick and Allen Carr, Deutsche Asset & Wealth Management
> Click here for more information. Registration will be available soon. |
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06
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FPA of the East Bay
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Topic: FPA Member Professional Headshots
Location: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:00 – 10:00 am
Photographer: Julie Cheshire
> More information coming soon |
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08
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FPA of Silicon Valley
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Topic: Annual Tax Update – Tax Topics Planners Need to Know
Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose
Time: 11:30 am – 1:30 pm
Speaker: Kent Noard, CFP®, EA
> Click here for more information or to register for this event |
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12
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FPA of San Francisco
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Topic: 2016: The Year of Divisiveness
Location: The City Club of San Francisco, 155 Sansome Street, San Francisco
Time: 11:30 am – 1:30 pm
Speaker: Jeffrey J. Sherman, CFA, DoubleLine
> Click here for more information or to register for this event |
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29
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FPA of Silicon Valley
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Topic: Brown Bag Meeting: How to Survive a Compliance Review Compliance Issues a Firm May Face
Location: Campbell
Time: 12:00 – 1:30 pm
Speaker: Jennifer Cray, CFP®
> Click here for more information about this event. Registration will open soon. |
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February 2016
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03
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FPA of the East Bay
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Topic: TBD
Location: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:15 – 9:15 am
Speaker: TBD
> Click here for more information. Registration will be available soon. |
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12
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FPA of Silicon Valley
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Topic: Supporting the Needs of our Senior Clients: Managing the Process from Wants to Needs
Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose
Time: 11:30 am – 1:30 pm
Speaker: Dr. Jim McCabe
> Save the date. Registration will open in January. |
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09
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FPA of San Francisco
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Topic: TBD
Location: The City Club of San Francisco, 155 Sansome Street, San Francisco
Time: 11:30 am – 1:30 pm
> Click here for more information about this event |
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19
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FPA of Silicon Valley
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Topic: Brown Bag Meeting: The Intersection of Wealth and Medi-Cal: Financial Planning for Clients (or Parents) in Long-Term Care
Location: Campbell
Time: 12:00 – 1:30 pm
Speaker: Lisa Bryant
> Save the date. Registration will open in January. |
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26
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FPA of Silicon Valley
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Topic: Student Forum: Tracking and Reporting Hours to the CFP Board: What You Need to Know
Location: UCSC Extension, 2505 Augustine Drive, Santa Clara
Time: 12:00 – 1:30 pm
Speakers: Panel TBD
> Save the date. Registration will open in January.
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