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FPA of Silicon Valley Symposium – Vision 2020
February 13, 2020 @ 9:00 am - 3:00 pm
Symposium Snapshot
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.
Mark your calendar and sign up today! Get valuable information and 5 CE hours in one day. Price also includes lunch.
Early Bird Registration has been extended to January 10th!
Registration: Click Here
$99 for FPA members and $169 for Non-Members
After January 10th: $149 for FPA members and $219 for Non-Members
On the Itinerary – 5 Hours CFP® CE
The Solo Ager Client – Sara Zeff Geber, Ph.D., Certified Retirement Coach
Learn who & what a solo ager is and how to identify their specific aging needs. Gain insights into how they view their social networks and their influences on a solo ager’s quality of life. Also, be informed of how to gauge what’s important to them in their planning process and how to encourage facilitating critical conversations with their social network for the solo ager’s well-being.
Market Update – Mike Reed, Franklin Templeton
Priceless – The Meaning of Value – Todd Barney CIMA®, CPWA®, VP – Sr. Advisor Consultant, Invesco
Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value? The research from a 6-month study by Invesco Consulting and Maslansky + Partners uncovered new “cries” from investors and resonating responses from advisors when defending, defining and delivering value.
Divorce, Financially Speaking – Karen Sparks, CDFA™, JD, Divorce Financial Strategists™
Lunch, snacks and beverages will be provided. There will be ample time for networking with other planners and valuable chapter partners.
Questions? Contact Susan Adams at execdirector@fpasv.org.