Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley

FPA MONTHLY EVENT CALENDAR

NOVEMBER 2015

BROUGHT TO YOU BY

FPA of the East Bay

www.fpaeastbay.org

FPA of San Francisco

www.fpasf.org

FPA of Silicon Valley

www.fpasv.org

November 2015 – January 2016 Events for Northern California FPA Chapters

November 2015

04

FPA of the East Bay

Topic: The Black Holes in Your Protection Program

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

Time: 7:15 – 9:15 am

Speaker: Charles T. Wilson, founder, RiskSmart Solutions

Sponsor: JB Walker, Franklin Templeton Investments

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

04

FPA of the East Bay

Topic: CFP® 2-Hour Ethics Course

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

Time: 9:30 – 11:30 am

Speaker: Nancy Gire, CFP®

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

07

FPA of San Francisco

Topic: San Francisco Financial Planning DayLocation: San Francisco Public Library, 100 Larkin Street, San Francisco

Time: 9:00 am – 4:00 pm

> Click here for more information or to volunteer, here for the event flier, or here for attendee information

10

FPA of San Francisco

Topic: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial DecisionsLocation: The City Club of San Francisco, 155 Sansome Street, San Francisco

Time: 9:30 am – 1:30 pm

Speakers: Dr. Terrance Odean, Rudd Family Foundation Professor, Haas School of Business, University of California, Berkeley; Dr. Dave Yeske, CFP®, managing director, Yeske Buie, distinguished adjunct professor, Golden Gate University’s Ageno School of Business

Sponsor: Troy Chakarun, Voya

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

12

FPA of San Francisco

Topic: FPA of San Francisco and Financial Women of San Francisco: Unleash Your Hidden Creativity

Location: Zendesk, 1019 Market Street, San Francisco

Time: 5:30 – 7:00 pm

Speaker: Dr. Tina Seelig, professor, Stanford University School of Engineering

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

13

FPA of Silicon Valley

Topic: Combating Elderly Financial AbuseLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose

Time: 11:30 am – 1:30 pm

Speaker: Cherie Bourlard, deputy district attorney, Santa Clara County

Sponsor: Garianne Dashiell, ScholarShare

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

14

FPA of Silicon Valley

Topic: Financial Planners in the LibraryLocation: Sunnyvale Public Library, 665 West Olive Avenue, Sunnyvale

Time: 1:00 – 5:00 pm

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

17

FPA of San Francisco

Topic: Marin Brown Bag Meeting: Values-Based Investing: Why You Should Care and How to Guide Your ClientsLocation: Larkspur Landing, 100 Larkspur Landing Circle, second floor Sausalito conference room, Larkspur

Time: 11:30 am – 1:00 pm

Speaker: Patricia Farrar-Rivas, founding principal, CEO, and CCO, Veris Wealth Partners

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

December 2015

02

FPA of the East Bay

Topic: Turn Your Practice Into a BusinessLocation: 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. Registration will be available soon.

03

FPA of Silicon Valley

Topic: Personal Financial Services Networking and Career EventLocation: 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

08

FPA of San Francisco

Topic: Advising Children of ClientsLocation: The City Club of San Francisco, 155 Sansome Street, San Francisco

Time: 4:00 – 5:30 pm

Speakers: Patricia M. Armstrong, Abbott Downing; Joe Martin, Golub Group

Sponsor: Chris Lakumb, RiverNorth Capital Management, LLC

> Click here for more information about this event

08

FPA of San Francisco

Topic: Holiday Reception

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

Time: 5:30 – 7:30 pm

> Click here for more information about this event

11

FPA of Silicon Valley

Topic: Economic Update for 2016: A Guide to the MarketsLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose

Time: 11:00 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

January 2016

06

FPA of the East Bay

Topic: TBDLocation: 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.

08

FPA of Silicon Valley

Topic: Tax Review

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

Time: 11:30 am – 1:30 pm

Speaker: Kent Noard, CFP®, EA

> More information coming soon. Registration will open in December.

12

FPA of San Francisco

Topic: Economic Outlook 2016

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 about this event

29

FPA of Silicon Valley

Topic: Surviving an SEC Compliance Exam

Location: Campbell

Time: 12:00 – 1:30 pm

Speaker: Jennifer Cray, CFP®

> More information coming soon. Registration will open in December.

Connect with Your Chapter

FPA of the East Bay

www.fpaeb.org

FPA of San Francisco

www.fpasf.org

FPA of Silicon Valley

www.fpasv.org

FPA National

www.onefpa.org