January 2015
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07
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FPA of the East Bay
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Topic: The Economic And Financial-Market Outlook Into 2015: What Next For The Post-‘Meltdown’ EconomyLocation: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:15 – 9:15 am
Speaker: Gary Schlossberg, Vice President and Senior Economist, Wells Capital Management
Sponsor: Carolyn Sweeney, Robert Half
> Click here for more information or to register for this event |
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09
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FPA of Silicon Valley
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Topic: Tax Planning for 2015Location: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose
Time: 11:30 am – 1:30 pm
Speaker: Randy Warshawsky, EA
> Click here for more information or here to register for this event |
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13
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FPA of San Francisco
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Topic: Navigating Through the Changing Investment Landscape: What to Know, What to DoLocation: The City Club of San Francisco, 155 Sansome Street, San Francisco
Time: 11:30 am – 1:30 pm
Speaker: Nelli Oster, PhD, Investment Strategist, BlackRock Investment Institute
Sponsor: Sean O’Leary, Invesco, Ltd.
> Click here for more information or to register for this event |
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16
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FPA of Silicon Valley
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Topic: Brown Bag Meeting: How to Get More of the Best Clients: Differentiating Your FirmLocation: Campbell, near the Pruneyard
Time: 12:00 – 1:30 pm
Speaker: Bruce La Fetra
> Click here for more information or here to register for this event |
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21
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FPA of the East Bay
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Topic: NexGen Study GroupLocation: Mass Mutual Office, 2121 North California Street, Suite 395 (inside the Mass Mutual office), Walnut Creek
Time: 6:00 – 7:00 pm
> For more information or to register, please contact Charles Cole at (925) 949-7415 or ccole5@metlife.com. |
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February 2015
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04
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FPA of the East Bay
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Topic: Breakfast MeetingLocation: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:15 – 9:15 am
Speaker: Matt Lynch, Tiburon Advisors
> More information will be available soon |
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04
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FPA of San Francisco
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Topic: FPA of SF Networking Event with CalCPA and the Financial Women of SFLocation: Osha Thai Restaurant, 149 2nd Street, San Francisco
Time: 5:30 – 7:30 pm
> Click here for more information or to register for this event |
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10
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FPA of San Francisco
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Topic: The Resurgence of Single Stock Concentration Risk ManagementLocation: The City Club of San Francisco, 155 Sansome Street, San Francisco
Time: 11:30 am – 1:30 pm
Speakers: Thomas Boczar, CEO, Intelligent Edge Advisors; Elizabeth Ostrander, Senior Vice President and Director, Business Development, Intelligent Edge Advisors
Sponsor: Stevenson Hawkey, Golden Gate University
> Click here for more information or to register for this event |
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13
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FPA of Silicon Valley
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Topic: Exit Planning for Your Business Owner ClientsLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose
Time: 11:30 am – 1:30 pm
Speaker: John Brown, BEI
> Click here for more information about this event. Registration will open soon. |
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18
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FPA of the East Bay
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Topic: NexGen Study GroupLocation: Mass Mutual Office, 2121 North California Street, Suite 395 (inside the Mass Mutual office), Walnut Creek
Time: 6:00 – 7:00 pm
> For more information or to register, please contact Charles Cole at (925) 949-7415 or ccole5@metlife.com. |
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27
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FPA of Silicon Valley
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Topic: Brown Bag/Student Forum Joint Session: The Challenge of Funding Long Term Care InsuranceLocation: UCSC Extension, 2505 Augustine Drive, Santa Clara
Time: 12:00 – 1:30 pm
Speaker: Cindy Eisenhower, CLTC
> Click here for more information or here to register for this event |
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March 2015
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04
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FPA of the East Bay
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Topic: Breakfast MeetingLocation: Round Hill Country Club, 3169 Round Hill Road, Alamo
Time: 7:15 – 9:15 am
Speaker: TBD
> More information will be available soon |
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10
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FPA of San Francisco
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Topic: TBDLocation: The City Club of San Francisco, 155 Sansome Street, San Francisco
Time: 9:30 am – 2:00 pm
Speaker: Michael Kitces
Special Event Sponsor: Performance Trust Analytics Group
> Click here for more information about this event |
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13
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FPA of Silicon Valley
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Topic: Social Security: Advanced Planning for Financial PlannersLocation: Maggiano’s Little Italy, 3055 Olin Avenue, Suite 1000, San Jose
Time: 11:30 am – 1:30 pm
Speaker: Sharon Lacy, CFP®
> Click here for more information about this event |
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18
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FPA of the East Bay
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Topic: NexGen Study GroupLocation: Mass Mutual Office, 2121 North California Street, Suite 395 (inside the Mass Mutual office), Walnut Creek
Time: 6:00 – 7:00 pm
> For more information or to register, please contact Charles Cole at (925) 949-7415 or ccole5@metlife.com. |
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