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October – December 2015 Events for Northern California FPA Chapters
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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
Sponsors: Eric Lang, Artisan Partners; Mark Dickinson, DSM Capital Partners
> Click here for more information or to register for this event |
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02
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FPA National
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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 |
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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: 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 |
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09
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FPA of Silicon Valley
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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 |
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10
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FPA of the East Bay
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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 |
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13
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FPA of the East Bay
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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 |
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13
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FPA of San Francisco
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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 |
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15
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FPA of San Francisco
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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 |
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15
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FPA of San Francisco
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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 |
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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 or here to register for this event |
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17
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FPA of Silicon Valley
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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 |
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20
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FPA of the East Bay
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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 |
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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. The event is complimentary for FPA, AFWA, IMA, and EPC members and their guests. |
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23
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FPA of Silicon Valley
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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 |
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27
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FPA of San Francisco
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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 |
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29
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FPA of Silicon Valley
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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. |
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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: 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 |
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04
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FPA of the East Bay
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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 |
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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 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 |
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10
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FPA of San Francisco
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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 |
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13
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FPA of Silicon Valley
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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. |
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14
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FPA of Silicon Valley
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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 |
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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: TBDLocation: Round Hill Country Club, 3169 Round Hill Road, AlamoTime: 7:15 – 9:15 am
Speaker: TBD
> More information coming 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 ClaraTime: 6:00 – 8:30 pm
> Click here for more information. Registration is required and will open soon. |
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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 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 |
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08
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FPA of San Francisco
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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 |
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11
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FPA of Silicon Valley
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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. |
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Connect with Your Chapter
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Thank You To Our Partners
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Gold Partners
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Silver Partners
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Copyright © 2015 FPA. All rights reserved.
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