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

FPA MONTHLY EVENT CALENDAR

OCTOBER 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

October – December 2015 Events for Northern California FPA Chapters

October 2015

01

FPA of San Francisco

Topic: Center-Of-Influence Networking: Beyond the ObviousLocation: Town Hall, private event space, second floor, 342 Howard Street, San FranciscoTime: 5:30 – 7:30 pm

Sponsors: Eric Lang, Artisan Partners; Mark Dickinson, DSM Capital Partners

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

02

FPA National

Topic: FPA 2015 Residency Program

Location: Inverness Hotel and Conference Center, Denver, Colorado

Time: October 2 – 7

Deans/Mentors: Kyra Morris, CFP®, EA; Sandra Bragar, CFP®; Elissa Buie, CFP®; Jonathan Guyton, CFP®; Nicholas Nicolette, CFP®; Dr. Dave Yeske, CFP®

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

06

FPA of the East Bay

Topic: Financial Firm Tour – Mt. Diablo Private Wealth Advisors, private wealth advisory practice of Ameriprise Financial Services, Inc.Location: 1333 North California Boulevard, Suite 630, Walnut CreekTime: 3:00 – 5:00 pm

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

07

FPA of the East Bay

Topic: The Power Panel: Growing and Sustaining your PracticeLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 7:15 – 9:15 am

Speakers: James P. King, MBA, CFP®, founder and president of J.P. King Advisors, Inc.; Jerry Mosher CFP®, president of Mosher & Ellis Financial Planning Inc.; Maureen Richardson, CFP®, Richardson Elite Financial Strategies

Sponsors: Bria Gilbert, Dreyfus

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

09

FPA of Silicon Valley

Topic: Growth and Evolution of Responsible Investment & ESG and Implications for Advisors and Their ClientsLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San JoseTime: 11:30 am – 1:30 pm

Speaker: John Streur, president and CEO, Calvert Investments

Sponsors: Allen Carr and Michael Fredrick, Deutsche Asset & Wealth Management

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

10

FPA of the East Bay

Topic: Oakland Financial Planning DayLocation: Oakland City Hall, 1 Frank H. Ogawa Plaza, OaklandTime: 9:00 am – 4:00 pm

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

13

FPA of the East Bay

Topic: Alameda Financial Planning DayLocation: Alameda County Community Food Bank, 7900 Edgewater Drive, OaklandTime: 9:00 – 11:00 am

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

13

FPA of San Francisco

Topic: Should You, Could You Bypass the Bypass?Location: The City Club of San Francisco, 155 Sansome Street, San FranciscoTime: 11:30 – 1:30 pm

Speakers: Mark Prendergast, CPA, CFP®, CFO and director of Tax Strategies, Inspired Financial; Raymond Sheffield, Esq., JD, LLM, Sheffield Law Office

Sponsor: Christina Gray, Stonecrest Managers

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

15

FPA of San Francisco

Topic: FWSF and FPA of SF Driving Economic Growth: A Discussion with Oakland Mayor Libby Schaaf and San Francisco Supervisor Katy TangLocation: Wells Fargo Learning Center, 333 Market Street, San FranciscoTime: 11:30 – 1:00 pm

Speakers: Libby Schaaf, mayor, City of Oakland; Katy Tang, supervisor, City of San Francisco; Janet Reilly, moderator

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

15

FPA of San Francisco

Topic: Bay Area Financial Education Foundation (BAFEF) – 9th Annual Wine Tasting ReceptionLocation: Alfred’s Steakhouse, 659 Merchant Street, San FranciscoTime: 4:30 – 7:30 pm

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

16

FPA of Silicon Valley

Topic: Brown Bag Meeting: Communications and Compliance: Considerations in the Age of Social MediaLocation: CampbellTime: 12:00 – 1:30 pm

Speaker: Marcos Lira, CFP®, EA, founder and principal, 360Dividends

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

17

FPA of Silicon Valley

Topic: Silicon Valley Financial Planning DayLocation: San Mateo Library, 55 West Third Avenue, San MateoTime: 12:00 – 5:00 pm

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

20

FPA of the East Bay

Topic: Martinez Financial Planning DayLocation: Martinez Public Library, 740 Court Street, MartinezTime: 6:30 – 8:30 pm

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

21

FPA of the East Bay

Topic: Networking EventLocation: Pyramid Alehouse, Diablo Room, 1410 Locust Street, Walnut CreekTime: 6:00 – 8:00 pm

> Click here for more information or to register for this event. The event is complimentary for FPA, AFWA, IMA, and EPC members and their guests.

23

FPA of Silicon Valley

Topic: Student Forum Meeting: Annuities 101: Understanding the Basics of Annuity ContractsLocation: UCSC Extension, 2505 Augustine Drive, Santa ClaraTime: 12:00 – 1:30 pm

Speaker: Renee Snow, PhD, CFP®, EA, principal, ASL Financial, LLC

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

27

FPA of San Francisco

Topic: Marin Brown Bag Lunch Meeting – The 35% Opportunity: Engaging Clients in PhilanthropyLocation: Larkspur Landing, second floor Tiburon conference room, 100 Larkspur Landing Circle, LarkspurTime: 11:30 – 1:00 pm

Speaker: Linda Sweeney, director of Philanthropic Planning, Marin Community Foundation

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

29

FPA of Silicon Valley

Topic: Joint Event with Community Foundation for San Benito County and Gilroy Community Foundation: Legacy Planning in Certain…and Uncertain TimesLocation: San Juan Oaks Golf and Country Club, 3825 Union Road, HollisterTime: 11:30 am – 1:30 pm

Speaker: Aviva Shiff Boedecker, J.D.

> Click here for more information. To register, click here to email Stephanie Hicks.

November 2015

04

FPA of the East Bay

Topic: Black Holes of Risk ManagementLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 7:15 – 9:15 am

Speaker: Charles T. Wilson, founder, RiskSmart Solutions

Sponsor: JB Walker, Franklin Templeton Investments

> More information coming soon

04

FPA of the East Bay

Topic: CFP® 2-Hour Ethics CourseLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 9:15 – 11:15 am

Speaker: Nancy Gire, CFP®

> More information coming soon

07

FPA of San Francisco

Topic: San Francisco Financial Planning DayLocation: San Francisco Public Library, 100 Larkin Street, San FranciscoTime: 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 How to Help Clients Make Good Financial DecisionsLocation: The City Club of San Francisco, 155 Sansome Street, San FranciscoTime: 9:30 am – 1:30 pm

Speakers: 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

13

FPA of Silicon Valley

Topic: Combatting Elderly Financial AbuseLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San JoseTime: 11:30 am – 1:30 pm

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

Sponsor: Garianne Dashiell, ScholarShare

> Save the date. Registration will open in October.

14

FPA of Silicon Valley

Topic: Financial Planners in the LibraryLocation: Sunnyvale Library, 665 West Olive Avenue, SunnyvaleTime: 1:00 – 5:00 pm

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

December 2015

02

FPA of the East Bay

Topic: TBDLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 7:15 – 9:15 am

Speaker: TBD

> More information coming soon

03

FPA of Silicon Valley

Topic: Personal Financial Services Networking and Career EventLocation: UCSC Extension, 2505 Augustine Drive, Santa ClaraTime: 6:00 – 8:30 pm

> Click here for more information. Registration is required and will open soon.

08

FPA of San Francisco

Topic: Advising Children of ClientsLocation: The City Club of San Francisco, 155 Sansome Street, San FranciscoTime: 4:00 – 5:30 pm

Speakers: Advisor panel TBD

Sponsor: Chris Lakumb, RiverNorth Capital Management, LLC

> Click here for more information about this event

08

FPA of San Francisco

Topic: Holiday ReceptionLocation: The City Club of San Francisco, 155 Sansome Street, San FranciscoTime: 5:30 – 7:30 pm

> Click here for more information about this event

11

FPA of Silicon Valley

Topic: Market Update and Outlook with J.P. MorganLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San JoseTime: 11:30 am – 1:30 pm

Speaker: Jack Roddy, vice president, Client Advisor, J.P. Morgan Asset Management

> Save the date. Registration will open in November.

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

Thank You To Our Partners

Gold Partners

Stonecrest Managers
Christina Gray
Click to email
(408) 557-0700 ext. 220

Golden Gate University
Dr. David Yeske, CFP®
Click to email
(415) 442-6584

TIAA-CREF Asset Management
Jeffrey Schwartz
Click to email
(415) 882-3508

DSM Capital Partners
Mark Dickinson
Click to email
(443) 253-8525

Invesco, Ltd.
Sean O’Leary
Click to email
(415) 441-6490

BlackRock
Brian Towns
Click to email
(415) 713-6460

Voya Investment Management
Troy Chakarun
Click to email
(415) 298-8974

Deutsche Asset &
Wealth Management
Allen Giles Carr
Click to email
(510) 849-7314

RiverNorth Capital Management, LLC
Chris Lakumb
Click to email
(312) 890-3740

Evercore Wealth Management
Keith McWilliams
Click to email
(415) 288-3010

Silver Partners

UC Berkeley Extension
Anna Lee
Click to email
(510) 664-4019

FlexShares ETFs
John Jordan
Click to email
(707) 696-0190

Redwood Mortgage Investors
Thomas Burwell
Click to email
(650) 365-5341 ext. 237

Diamond Hill Investments
Padraig Connolly and
Ed Vukrimovich
Click to email Padraig
Click to email Ed
(614) 255-5553 (Padraig)
(614) 255-3973 (Ed)

Parnassus Investments
Vidya Nathu
Click to email
(415) 857-0655

Wells Fargo Advantage Funds
Kyle Najarian
Click to email
(415) 396-7027

The Vanguard Group
Diron Scott
Click to email
(602) 228-8389

Reverse Mortgage Funding
Mary-Alice Cardenas
Click to email
(415) 233-1007

TD Ameritrade Institutional
Glenn Young
Click to email
(650) 378-1364

Hennessy Funds
A.J. Hennessy
Click to email
(415) 899-1555

Copyright © 2015 FPA. All rights reserved.