Past Events

Panelists: Landon Loveall, CFP®, Partner, KB Financial Advisors; Sandi Bragar, CFP®, Managing Director in Planning Strategy & Research, Partner, Aspiriant; Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie
Strategic Partner: Chad Perbeck, CIMA®, Litman Gregory Asset Management 
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Strategic Partner – Reverse Mortgage Funding, LLC
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Panelists: Diane Bourdo, CFP® President of the Humphrey’s Group
Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie
Kacy Gott, CFP®, Meritas Wealth Management
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Time: 9:00 am – 12:30 pm (Student Competition) / 5:00 pm – 8:00 pm (Corporate Competition)
Location: Doughtery Station Community Center, 17011 Bollinger Canyon, San Ramon, CA
Volunteers are needed
Download flier here

Due to the recent recommendations from the SF health department regarding the coronavirus, it has been decided to CANCEL this meeting. If possible, the programs committee will revisit the topic and speakers in the future.  Thank you for understanding!

Speaker(s): Speaker 1: Bebo White, Department Associate (Emeritus) at the SLAC National Accelerator Laboratory / Speaker 2: Sumit Mehta, Founder and Chief Executive Officer of MAZAKALI / Speaker 3: Dana Borys, CPA, MST

The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, planners serious about gaining a clear vision for their practices will attend this premiere event. Financial professionals will be offered the opportunity to learn how to relate to their clients who are preparing for their aging cycle individually along with how to develop language that resonates with all of their clients, no matter their investing stage. Attendees will hear from one of Franklin Templeton’s top executives on the pulse of 2020, and throughout the day, will be offered the opportunity to earn essential continuing education credits. All of this would not be complete without ample time to network with other professionals and FPA chapter partners. Begin 2020 with a clear vision and register for the FPA Silicon Valley Symposium – Vision 2020.

Register by January 3, 2020:
Early Bird Pricing: $99 FPA Members / $169 Non-members

Register after January 3, 2020:
Price: $149 FPA Members / $219 Non-members

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Speaker(s): Liz Laderman, Senior Outreach Economist, San Francisco Federal Reserve Bank
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Speaker(s): Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc.
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Immediately following the chapter meeting – no RSVP required

Speaker(s): Joan DiFuria, MFCC, Co-Founder, Money, Meaning & Choice Institute, Marlis Jansen, FBS, Founder, The Money Conversation, Renee Spencer, MFT, Private Practice
Moderator: Joseph Kuo, Founder, Abundance Wealth Planning, Co-Chair, FPASF Programs Committee

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This includes two days of interactive seminars, workshops, and some hands-on fun focusing on core elements of Collaboration, Communication, Courage, Challenge, Connection, and Creativity!

For additional details and to register, please click here 

Speaker(s): Jim Murphy, CFP®, Director of Investments, Sheaff Brock Investment Advisors and Innovative Portfolios
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Panel: Heather C. Liston, CFP®, EA, Program Director, UC Berkeley (Moderator), Sandi Bragar, CFP®, Partner, Aspiriant, Daniel Lee, CFP® , CFA, Wealth Manager, Plancorp, Lauren Stansell, CFP®, Partner, Yeske Buie

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