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November 2015 – January 2016 Events for Northern California FPA Chapters
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November 2015
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04
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FPA of the East Bay
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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
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04
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FPA of the East Bay
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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
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07
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FPA of San Francisco
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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 |
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10
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FPA of San Francisco
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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
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12
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FPA of San Francisco
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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 |
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13
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FPA of Silicon Valley
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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 |
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14
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FPA of Silicon Valley
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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 |
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17
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FPA of San Francisco
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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 |
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December 2015
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02
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FPA of the East Bay
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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. |
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03
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FPA of Silicon Valley
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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 |
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08
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FPA of San Francisco
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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 |
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08
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FPA of San Francisco
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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 |
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11
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FPA of Silicon Valley
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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 |
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January 2016
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06
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FPA of the East Bay
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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.
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08
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FPA of Silicon Valley
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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. |
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12
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FPA of San Francisco
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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 |
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29
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FPA of Silicon Valley
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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.
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Connect with Your Chapter
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