|
2008 CHAPTER MEETING & EVENT SCHEDULE |
|
DATE |
SPEAKER |
PROGRAM TITLE |
SPONSOR |
|
January 8
11:30 am - 1:30 pm
1.5 CE |
Gary Schlossberg
|
Outlook for the Economy and Financial
Markets |
iShares,
Sarah Lochner |
|
February 12
9:30 am - 1:30 pm
3.0 CE |
Rich Arzaga
Don St. Clair
Randall Schneider |
Incorporating Complex Issues into Effective
Financial Plans:
Evaluating Real Estate
Restructuring Debt for Ret. Planning
Personal Liability High Risk |
DWS Scudder
Patrick Kearns |
|
March 11
11:30 am - 1:30 pm
1.5 CE
Ethics
1:40 pm - 3:20 pm
2.0 CE |
Esther Szabo, CFP
Gregg Clarke, CFP
Heather Hutchinson, CFP |
Policies on Social Security:
When to Take It, Whether to Count on It, and What Works for Different
Ages? |
Redwood Mortgage
Diana Mandarino |
|
Gregg Clarke, CFP
Barry Taylor, CFP |
ETHICS COURSE |
|
April 8th
11:30 am - 1:30 pm
1.0 CE |
Esther Koch, CPA, Gerontologist,
Encore Management |
Elder Care Planning:
How It Impacts Your Service, Clients, and Business |
Natixis Global Associates
Jennifer Chapman |
|
May 13
11:30 am - 1:30 pm
1.0 CE |
Patrick Geddes,
Aperio Group |
Socially Responsible Investing:
From the Social Conversation to Customized Portfolio Construction |
Innovations PSI Executive Search
Megan Taub-Smith |
|
June
No Chapter Meeting |
36th
Annual FPA NorCal Regional Conference, May
27-28, 2008 |
|
July 15
4:00 pm - 6:00 pm |
Marie Swift,
Impact Communications |
The Power of PR in Your Marketing Plan |
Laserfische
Marcel Tsai |
|
August 12th
11:30 am - 1:30 pm
1.0 CE
Study Group
1:30 pm - 2:30 pm |
Russell Fuller, CFA
Fuller & Thaler Asset Management, Inc. |
Behavioral Finance &
Investment Management |
Golden Gate University
Steve Hawkey |
|
Led by Sara Ellefsen |
STUDY GROUP SESSION |
|
September 9
11:30 am - 1:30 pm
1.5 CE
Orientation
1:30 pm - 2:30 pm |
TBA
|
The Psychology of Money |
Chubb Personal Finance
Randy Schneider |
|
Led by Ralph Latza |
NEW MEMBER ORIENTATION |
|
September 18
3:00pm – 5:30pm |
Brad White,
FPA National |
Media Training Event:
How to Work Effectively with the Media |
Laserfische
Marcel Tsai |
|
October 14
11:30 am - 1:30 pm
1.5 CE |
Kent E. Noard,
CFP, EA |
Expiring Tax Provisions and the Alternative
Minimum Tax |
William Blair & Co.
Roger Hill |
|
November 11
9:30 am - 1:30 pm
3.0 CE |
Kevin Landis, Firsthand
Nick Cherney, Barclay’s
TBA, Litman/Gregory |
Topics on Alternative Investments:
Alternative Energy Equities
Structured Products
Asset Allocation with Alternatives |
AdvisorIntelligence/
Masters' Select Funds
Elissa Crowther |
|
December 9
4:30 pm - 5:30 pm
Holiday Party
5:30 pm - 7:30 pm |
Practitioner Panel
3 Panelists TBA |
Advisor Panel Discussion:
Taking Charge of Your Advisory Role While Working with Allied
Professionals |
Morningstar Managed Portfolios
Aaron Peterson |
|
All Attendees |
HOLIDAY PARTY |
