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
Overview: Topic: What you need to know about the future of Real Estate and how it will impact you Speaker: Sandy Jamison, REALTOR® Venue: Top Golf San Jose & Pilot Zoom Video Streaming About the Speaker: Sandy is highly acclaimed with numerous awards and credentials including “Realtor of The Year” by the Santa Clara County Association of […]
Overview: Topic: Apes in the ether: digital assets yesterday, today, and in your client's legacies Speaker: Mitch Mitchell, TrustandWill.com Venue: Zoom Webinar About the Speaker: Mitch is Associate Counsel of Estate Planning at Trust & Will, where he acts as an integral part of the company’s internal legal team. As an experienced estate planning and probate […]
Overview: Topic: Annual Ethics Virtual Seminar Speaker: Curt Weil, CFP® Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $60 (late fee from Oct 8 - Members $60, Non-members $75) Registration: Click here