Overview: End of Year Chapter Meeting and Gourmet Boutique Chocolate Tasting Every attendee will receive a box of specialty chocolates by Timothy Adams Chocolates. We will all meet online for this event where the staff of Timothy Adams will walk us through the tasting and give us hints on great pairings. You'll be able to […]
Overview: Join us for “inside the beltway” insights on the latest developments in Washington. You’ll get the information you need to navigate this rapidly evolving market environment. We will cover today’s most important topics: • The 2020 election • The US fiscal situation • Impact of COVID-19 on businesses, individuals and industries 1.0 hour CFP […]
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: Topic: Negotiations 101: How to Help your Clients Negotiate a Job Offer Speaker: Shawn […]
Overview: Sign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend. Topic: A Roadmap for Fixed Income Investing in a Low Rate Environment Passively managed vehicles have grown exponentially over the past decade, buoyed by low fees, ease of use, and robust returns. But […]
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: Top 10 Skills and Attributes for New Planners to Master Panelists: Sarah Burchardt, CFP®, […]
Overview: Co-hosted with Santa Clara Estate Planning Council and the Society of Financial Service Professionals Special Time for this Event is 12:30 - 2:00 pm Topic: Planning for the Next Generation Speaker: Dr. Nathan Harness, TD Ameritrade Director of Financial Planning, Texas A&M University Featured Partner: Christina Gray, Stonecrest Venue: Online About the Speaker: More […]
Overview: Join Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic clients. We will discuss the importance of building strong relationships with your clients, how to properly develop and implement the recommendations for their financial plans, […]
Overview: Please join us for a panel discussion on the growing concern of Wildfires experienced in California and the Western States. A panel of experts discuss what has been learned, how to prepare for the next event, how are clients and advisors impacted and what to expect in the future. Topic: Fire Insurance Panel Panelists: […]
Overview: Topic: Zoom Makeover Speaker: Shelley Golden Venue: Online Registration: Click here
Overview: Topic: Prop 19 and Estate Planning Speaker: Patrick Kohlmann of Temmerman, Cilley & Kohlmann Featured Partner: Mike Ryan, Michael Ryan & Associates Venue: Online About the Speaker: TBA Cost: Members $25, Non-members $75, Student $10 Registration: Click here **The first 10 people to register for this meeting will receive a copy of The Last […]