Overview: The tax law changes in late 2017 reshuffled the tax planning landscape. We will begin our discussion with the big picture (observations and trends from the 2018 filing season and beyond), then move to specific issues with a business taxation deep dive (including case studies with business owners), and finish with common considerations and […]
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 […]
Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter. These meetings are not open to the general public. Topic: Working with Affiliated Professionals Overview: Financial Planning is not an “individual sport”. It requires regular collaboration and consultation […]
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: Diversity & Inclusion Speaker: Cameo Roberson, AAMS® Location: Abacus Wealth Partners, 700 South […]
Overview: Tuesday, March 10 marks our seventh annual Advocacy Day in Sacramento! We invite you to join your fellow FPA members from around the state for a day on the "Hill,” sponsored by FPA of California. This is your opportunity to meet with your elected representatives to discuss some of the Legislation, Policy Issues and […]
Due to increasing concerns about Coronavirus, our executive committee decided to cancel our chapter meeting this Friday, March 13, 2020. We will work with Dr. Jim McCabe to reschedule his presentation to potentially be held at our November 13, 2020 chapter meeting. Meals will be prepared for Friday's meeting as planned but will be donated […]
Overview: Join us to hear the “state of the long-term care planning industry”. How do you deal with the elephant in the room – a LTCI policy rate increase. Hear LTCI specialist, Cindy Eisenhower provide a comprehensive planning framework for utilizing the right long-term care insurance product (including possibly life insurance with a care rider). […]
Topic: Recent Developments in Estate Planning for Special Needs Families Overview: As we encounter an increasing number of special needs issues with our clients, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients. Please join attorney Ellen Cookman for a lively and informative presentation […]
Overview: Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are going for you, your business, and your clients. Location: Online Date/Time: Thursday, May 21, 2020, 4:30 - 5:30 pm Registration: Click here
Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter. These meetings are not open to the general public. Topic: Webinar Topic Overview: What does money mean to you? Please join us for this dynamic session where Dr. […]