Overview: Topic: Anticipated Tax Law Changes/Can CRUTs replace “Stretch IRA”? Speaker: Roxanne T. Jen, Esq. Featured Partner: Greg Hacker, Open Mortgage Venue: Zoom Webinar About the Speaker: TBA Cost: Members $25, Non-members $75, Student $10 Registration: Click Here
Overview: Topic: Virtual Holiday Party/Virtual Olive Oil Tasting Experience & Networking Speaker: McEvoy Ranch Representative Featured Partner: Beth Miller-Rowe, The Reverse Mortgage Group Venue: Zoom Webinar About the Speaker: N/A Cost: Members $25, Non-members $75, Student $10 Registration: Click Here
Overview: Topic: State of The Silicon Valley Economy Speaker: Larry Stone, Santa Clara County Tax Assessor Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Register Here
Overview: Topic: 2021/2022 Tax Update Speaker: Douglas Ratke of Radtke & Company CPAs Venue: Zoom Webinar About the Speaker: Doug is a California Certified Public Accountant and sole proprietor of Radtke & Company CPAs in Mountain View, a public accounting firm providing tax and attestation services. Cost: Members $40, Non-members $75, Student $10 Registration: Click […]
Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA chapter. These meetings are not open to the general public. Overview: Topic: Financial Planning Business Models Speaker: Ethan Pepper, CFP®, EA, Founder of Orchard City […]
Overview: Topic: Financial Planning Day with Sunnyvale Public Library Speaker: Various 1-on-1 Consultations Venue: Zoom Webinar About the Speaker: Registration: Click here
Overview: Topic: Digitization Has Accelerated Growth in Gaming and Digital Assets Industries Speaker: John Patrick Lee, Product Manager of VanEck Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Click here
Overview: April 8 Chapter Meeting Rescheduled to April 26 @ 5:00pm to 8:00pm Topic: Joint Associations Networking Collaborative with Magic Act Special Event - Financial Association of Silicon Valley, Santa Clara County Estate Planning Council, and Silicon Valley Association for Financial Professionals Speaker: Theron Schaub Venue: LvL Up Arcade & Gastropub About the Speaker: San […]
Overview: Topic: What is Long Term Care Insurance and Why Many Clients Will Need it PLUS Happy Hour Networking Speaker: Jesse Thai of American Brokerage Network Sponsors: NFP & Cantor Fitzgerald Venue: Topgolf San Jose About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Click here
Overview: Topic: "The Last Things We Talk About" (End of Life Transition Estate Planning Map) Speaker: Rev. Dr. Elizabeth Boatwright, BCC-PCHAC, CFP® Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Click here