Overview: TOPIC: Business Planning Beyond the Numbers SPEAKER: Teresa Riccobuono Attendees will learn what it takes to prepare a comprehensive business plan, including the foundational pieces, client service aspects, client acquisition strategies, as well as how to create a staff development plan. Then turn it all into an implementation plan, including a list of actionable […]
Overview: Please join Pete Klos of Natixis Investment Managers for a seminar designed to educate participants on the impact taxes can have on investments and the techniques that can be applied to maximize after-tax returns. The course also compares and contrasts the taxation of different investment vehicles, and looks at the effects of recent tax […]
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Join our NexGen group for a social. Location: Antonio's Nut House, 321 California St, Palo […]
Overview: The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is held on the campus of UC Santa Cruz. We eat in the cafeteria and we sleep in the dorms. The campus is beautiful, the food is good (considering it’s cafeteria food), and the […]
Don't miss this annual event! It's a casual gathering where we split into groups to play bocce and socialize. No experience necessary. Registration includes food, two complimentary drinks and bocce. Location is Campo di Bocce in Los Gatos. Register early to get the best price! Click here to register. Through June 30th -- $30 Member […]
Overview: Topic: Wealth Management Strategies Using 529 Education Plans Why do advisors need to talk about investing in 529 plans? Because investing in education for family members is only 2nd to retirement savings. Learn the following from Mr. Stack’s presentation: How to plan and prepare as college costs continue to rise and how financial aid […]
Overview: Topic: TBA Location: Online Only Speaker/Featured Partner: Rich Dayton, the Dayton Law Firm Registration will open soon.
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a waitlist. Overview: Topic: Have you ever wondered... What various roles are available within an RIA? If there […]
Overview: Americans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% of Americans near retirement age can pass a basic retirement income literacy quiz. But, it is not just a lack of literacy holding Americans back. […]
Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019. The goal of this program is to position the application of CFP Board's Code of Ethics and Standards of Conduct […]