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August – October 2015 Events for Northern California FPA Chapters
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August 2015
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01
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FPA of Silicon Valley
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Topic: There is no chapter meeting in August. |
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04
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FPA National
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Topic: FPA Diversity Scholarship Application Deadline
> Click here for more information or to apply
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05
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FPA of the East Bay
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Topic: Wealth Management Strategies – Maximizing the Value of 529 Plans in 2015
Location: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:15 – 9:15 am
Speaker: Chris Stack, Esq., managing consultant, savingforcollege.com LLC
Sponsor: Grant Martin, MFS Investments
> Click here for more information or to register for this event
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05
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FPA of the East Bay
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Topic: Improve Your Golf Game in One Hour
Location: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 10:00 – 11:00 am, following chapter meeting
Speaker: Cory Kelly, Polycomp and The Golfing Sifu
> Click here for more information or to register for this event |
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11
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FPA of San Francisco
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Topic: Extending Philanthropy Through Impact InvestingLocation: The City Club of San Francisco, 155 Sansome Street, San FranciscoTime: 11:30 – 1:30 pm
Speaker: Elizabeth Stelluto, chief growth officer, ImpactAssets
Speaker: Sean O’Leary, Invesco
> Click here for more information or to register for this event |
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13
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FPA Far West Roundup
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Topic: 2015 FPA Far West RoundupLocation: University of California, Santa Cruz – College 8, 200 Heller Drive, Santa CruzTime: Evening August 13 – 12:00 pm August 16
> Click here for more information, here for the event flyer, or here to register for this event |
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20
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FPA of Silicon Valley
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Topic: Fourth Annual Bocce Ball EventLocation: Campo di Bocce, 565 University Avenue, Los GatosTime: 5:00 pm – close
> Click here for more information or to register for this event. Click here for sponsorship opportunities. |
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27
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FPA of the East Bay
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Topic: Bocce Tournament and Networking EventLocation: Contra Costa Country Club, 801 Golf Club Road, Pleasant Hill (new location)Time: 5:30 – 8:30 pm
> Click here for more information or to register for this event |
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28
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FPA of Silicon Valley
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Topic: Student Forum Meeting: Preparing for the CFP® ExamLocation: UCSC Extension, 2505 Augustine Drive, Santa ClaraTime:12:00 – 1:30 pm
Panelists: Iori Omura, CFP®, VP-financial consultant, Charles Schwab; Stanley Tseng, owner, Nova Financial Services
> Click here for more information or here to register for this event |
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September 2015
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02
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FPA of the East Bay
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Topic: Currency Hedging: The Importance of Managing Currency ExposureLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 7:15 – 9:15 am
Speaker: Dodd Kittsley, head of ETF Strategy and National Accounts, Deutsche Asset & Wealth Management
Sponsor: David Shaffer, David Shaffer Insurance Services
> More information coming soon |
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08
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FPA of San Francisco
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Topic: Robo-AdvisorLocation: The City Club of San Francisco, 155 Sansome Street, San FranciscoTime: 4:00 – 6:00 pm
Speakers: TBD
Sponsor: Mark Dickinson, DSM Capital Management
> Click here for more information about this event. More details to follow soon. |
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08
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FPA of San Francisco
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Topic: Member Appreciation EventLocation: The Irish Bank, 10 Mark Lane, San FranciscoTime: 6:00 – 8:00 pm
> Click here for more information about this event. More details to follow soon. |
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11
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FPA of Silicon Valley
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Topic: Planned Giving OptionsLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San JoseTime: 11:30 am – 1:30 pm
Speaker: Rebecca Dupras, Esq., Silicon Valley Community Foundation
Sponsor: Christina Gray, Stonecrest Managers
> Click here for more information or here to register for this event |
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11
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FPA of the East Bay
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Topic: Financial Firm Tour – MetLife Premier Client Group of the Pacific Financial Planning DivisionLocation: 1255 Treat Boulevard, #400, Walnut CreekTime: 3:00 – 5:00 pm
> Click here for more information or to register for this event |
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15
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FPA of Silicon Valley
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Topic: Financial Firm Tour – Morgan Stanley Wealth ManagementLocation: Palo AltoTime: 2:00 pm
> Click here for more information or here to register for this event |
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18
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FPA of Silicon Valley
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Topic: Brown Bag Meeting: Asset Allocation in Tax-Deferred AccountsLocation: CampbellTime: 12:00 – 1:30 pm
Speaker: Eric Lewis, CFA, CFP®, CIO, Bedrock Capital
> Click here for more information about this event. Registration will open later this summer. |
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21
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FPA of the East Bay
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Topic: Fifth Annual Golf TournamentLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 11:00 am Registration, 12:00 pm Shotgun Start, 4:30 pm Cocktails and Dinner
> Click here for more information or to register for this event. Sponsorship opportunities available. |
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24
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FPA of San Francisco
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Topic: Marin Brown Bag Lunch Meeting – Advising Clients on PhilanthropyLocation: Larkspur Landing, 100 Larkspur Landing, LarkspurTime: 11:30 am – 1:00 pm
Speaker: Brian Van Weele, Marin Community Foundation
> Click here for more information about this event |
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26
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FPA National
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Topic: FPA BE 2015 – Business and Education Annual ConferenceLocation: Boston Convention and Exhibition Center, 415 Summer Street, Boston, MassachusettsTime: 7:45 am September 26 – 3:00 pm September 28
Speakers: Jill Schlesinger, CFP®; Sharon Epperson; Jim Craig; Dr. Michio Kaku; David Meerman Scott; Marcia S. Wagner, Esq.; Vanessa Oligino
> Click here for more information or to register for this event |
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October 2015
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01
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FPA of San Francisco
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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
Sponsor: Mark Dickinson, DSM Capital Management
> Click here for more information or to register for this event |
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06
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FPA of the East Bay
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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 |
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07
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FPA of the East Bay
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Topic: Chapter Meeting TBDLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 7:15 – 9:15 am
Speaker: TBD
Sponsors: Allen Carr and Michael Fredrick, Deutsche Asset & Wealth Management
> More information coming soon |
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09
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FPA of Silicon Valley
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Topic: Socially Responsible InvestingLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San JoseTime: 11:30 am – 1:30 pm
Speaker: Bennett Freeman, Sr.
Sponsors: Allen Carr and Michael Fredrick, Deutsche Asset & Wealth Management
> Click here for more information about this event. Registration will open in September. |
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13
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FPA of San Francisco
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Topic: Portability in Estate PlanningLocation: The City Club of San Francisco, 155 Sansome Street, San FranciscoTime: 11:30 – 1:30 pm
Speakers: Mark Prendergast and Ray Sheffield
> Click here for more information about this event |
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16
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FPA of Silicon Valley
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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 about this event. Registration will open later this summer. |
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17
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FPA of Silicon Valley
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Topic: Financial Planners in the LibraryLocation: San Mateo Library, 55 West Third Street, San MateoTime: TBD
> Click here for more information about this event |
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21
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FPA of the East Bay
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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 |
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23
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FPA of Silicon Valley
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Topic: Student Forum Meeting: AnnuitiesLocation: UCSC Extension, 2505 Augustine Drive, Santa ClaraTime:12:00 – 1:30 pm
Panelists: Renee Snow, CFP®
> Save the date. Registration will open in September.
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Connect with Your Chapter
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