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Calendar of Events |
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The list below is
tentative until the speakers and topics are firmed up. When the program is |
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available for on-line
registration, the title will become a blue hyperlink to the registration
site. |
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Local Chapter meetings
include a full breakfast buffet at the Round Hill Country Club. |
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You
can also click the button below for online registration. To propose a program for |
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consideration, please
contact the Committee Chair, David Borrelli, at (800) 479-1828 or |
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by e-mail to dborrelli@oppenheimerfunds.com. |
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Advance
Pricing: $25 for FPA Members / $35 for
Guests |
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At-the-Door
Pricing: $35 for FPA Members / $40 for
Guests |
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Jan.
6, '10 |
Economic Outlook 2010 |
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Gary Schlossberg,
Senior Economist, Wells Fargo |
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Alex Hayes -- Putnam
Investments |
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Feb.
3, '10 |
The Future of the Advice Industry |
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Chip Roame, Managing Principal, Tiburon Strategic
Advisors |
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Diana Mandarino --
Redwood Mortgage Investors |
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Mar. 1-3, |
FPA Business Solutions 2010 |
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2010 |
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FPA's conference on
advanced business management. |
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Omni Mandalay Hotel at
Las Colinas, Dallas (Irving), Texas |
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Mar.
3, '10 |
The New Investment Landscape: How Global
Trends and |
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Policy
Challenges Will Drive Asset Class Opportunities |
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Charles Blankley, Gemmer Asset
Management |
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Sponsorship to be
Announced |
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Apr.
7, '10 |
Program to be Announced |
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Speaker to be Announced |
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Sponsorship to be
Announced |
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Apr. 22-25, |
FPA Retreat 2010 -- The Art and Science
of Financial Planning |
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2010 |
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Hyatt Regency Hill Country Resort, San Antonio,
Texas |
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May 5, '10 |
Program to be Announced |
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Speaker to be Announced |
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Sponsorship to be
Announced |
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June 2-3, |
38th Annual FPA Nor Cal Conference |
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2010 |
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The Palace Hotel, 2 New
Montgomery St., San Francisco |
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June '10 |
No Meeting -- Go to the FPA Nor Cal Conference! |
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As always, No July or August FPA Membership
Meetings -- Have a great summer! |
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Aug. 12-15, |
21st Annual Far West Roundup |
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2010 |
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UC
Santa Cruz -- an informal retreat for financial planning practitioners and
those intending to enter the financial planning profession. |
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Sep.
1, '10 |
“What a Ride: Lessons I’ve Learned in My Business” |
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Panelists: Marilyn Plum, CFP ®, Bob Enright, CFP®, and |
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Chris McClure, CFP®; Moderated by Eric
Flett |
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Ed McElroy -- Wells Fargo Private Bank |
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Oct.
2, '10 |
FPA East Bay Financial Planning Clinic
-- Oakland, CA |
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Oakland City Hall Building |
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Volunteer Planners are
Needed and Welcome -- Contact Leslie Biggers |
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at
leslie.biggers@axa-advisors.com or Frank Pare at frank@pfwealthgroup.com |
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Oct. 9-10, |
FPA Denver 2010 |
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2010 |
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Colorado Convention
Center, Denver, CO |
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Oct.
4-10, |
Financial Planning Week |
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2010 |
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Plan a Client Event and
Spread the Word! |
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Oct.
6, '10 |
Municipal Markets and the Media |
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Bill Gurtin |
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Roshan Weeramantry -- AXA Distributors |
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ALSO - CFP® Board Ethics
Course -- 9:15 a.m. to 11:00 a.m. |
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Oct.
24-29, |
FPA Residency Program 2010 |
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2010 |
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Lake Arrowhead, CA |
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Nov.
3, '10 |
Program to be Announced |
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Speaker to be Announced |
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JB Walker -- Franklin
Templeton Investments |
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Dec. 1, '10 |
Estate Planning |
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John Hartog |
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David Borrelli --
Oppenheimer Funds |
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Past Programs We Have Offered to our Members |
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Jan.
4, '06 |
Economic Update - Conrad I. Hermann |
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Feb.
1, '06 |
Fiduciary Responsibilities & Opportunities - Don
Trone |
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Mar.
1, '06 |
Managing Client
Behavior Using Communications |
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and
Counseling Skills - Ira Fateman |
No CE Credit |
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May
3, '06 |
Global Investing: Where The Best Opportunities Are
Today |
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Heidi Richardson, Alliance Bernstein |
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Jun.
7, '06 |
The Coming Revolution in Client Relationships -
Susan Galvan, |
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Executive
Director. Kinder Institute of Life Planning |
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Sep.
6, '06 |
"If I Had to Do It Over Again…" - Panel Discussion |
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Oct.
4, '06 |
How to Deal with High Net Worth Clients - Henry
Whiffen |
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Nov.
1, '06 |
New Breed of Annuity: Lifetime Pension with |
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Living
Benefits – A Panel Discussion |
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Dec.
6, '06 |
College Funding:
Strategies to Minimize a Family's |
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Out-of-Pocket Cost - Greg Warner |
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Jan. 3, '07 |
Economic Outlook 2007 --
Gary Schlossberg, Wells Fargo |
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Feb. 7, '07 |
Globalization of Real
Estate Securities & the Impact on |
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Investor Portfolios -- Ian Goltra |
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Mar. 7, '07 |
Retirement Distributions
-- George Coughlin II |
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Apr. 4, '07 |
Global Bonds and the
Currency Market |
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May 2, '07 |
Alternative Asset Classes
- Hedge Funds, Timber, |
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Commodities, Etc… -- Panel Discussion |
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Jun. 6, '07 |
Charity Dinner Meeting at
Roundhill Country Club! |
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Professional
Planners: A Look in the Mirror -- |
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Steven S. Shagrin, JD, CFP®, CRPC®,
Certified Money Coach |
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Sep. 5, '07 |
How to Acquire and
Integrate Practices into Your Business |
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Oct. 3, '07 |
Are All Index Funds
Created Equal? -- WisdomTree Investements |
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Nov. 7, '07 |
Elder Care with an Aging
Client Base -- Panel Discussion |
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Dec. 5, '07 |
Decoding the Recent
Changes to the 403(b) and Pension |
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Protection Act for
Financial Advisors -- Teresa Ward & |
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Eric Peterson |
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Jan. 9, '08 |
Economic Outlook and Opportunities in the
International Markets -- |
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Thomas Melendez, Global Economics Spokesperson, MFS |
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Feb. 6, '08 |
Regional
and National Outlook from the Federal Reserve -- |
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Gary Zimmerman, VP of the Federal Reserve SF Branch |
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Mar. 5, '08 |
The Future of the Advice Industry -- Chip Roame |
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Apr. 2, '08 |
Wealth Mgmnt. Strategies/Maximizing 529 Plans --
Chris Stack, Esq. |
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May 7, '08 |
Municipal Bond Market Outlook -- Rafael Costas, Sr.
VP, Co-Dir. |
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of Municipal Bond Dept., Franklin Templeton
Investors |
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Sep. 3, '08 |
Integrating Technological Solutions -- Greg
Friedman, MS, CFP® |
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Oct. 1, '08 |
Opportunities and Protection with Index Life
Insurance -- Bill Burke |
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Nov. 5, '08 |
How to Identify and Hire Great Employees -- Allison
Couch |
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Dec. 3, '08 |
Estate Planning Strategies -- Myron Greenberg, Esq.,
CPA |
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Jan.
7, '09 |
The
Credit Crisis…What Really Happened? -- Prof. James Wilcox |
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Feb.
4, '09 |
Real Estate Market Cycles - Dr. Glenn Mueller |
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Mar.
4, '09 |
Regional
and National Outlook from the Federal Reserve -- |
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Gary
Zimmerman, VP of the Federal Reserve SF Branch |
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Apr.
1, '09 |
Tax Reduction
Strategies for Small Bus. Owners -- Maine Shaffer, JD |
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May 6, '09 |
Retirement Planning -- What Do You Do Today? -- Bill
Burke |
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Sep.
2, '09 |
The Health of Contra Costa County -- Gus Kramer -
County Assessor |
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Oct.
7, '09 |
Best Practices from
the Barron's Top 100 Advisors -- Susan Kay/MFS |
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Nov.
4, '09 |
Building Company Strategic Value Enlarges Your
Client's Portfolio -- |
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Steven D.
Popell, CMC and Neil Shroff |
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Dec. 2, '09 |
Real
Estate 2010: Buy, Sell, or Wait – An Advisor Toolbox for Good |
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Real Estate
Decisions -- Rich Arzaga |
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Here are useful links
for more information about our Chapter, its activities, the FPA and more: |
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Return to Home
Page |
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of Directors |
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& Map to Meetings |
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Calendar
of Events |
FPA National
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(PDF Files) |
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Career
Development |
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Chapter |
Nor Cal
Conference |
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CFP®
Certification |
FPA San Francisco
Chapter |
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Chapter Sponsors |
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Committees
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Chapter |
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& Press Information |
e-mail
the Webmaster |
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Please send any comments or corrections to our webmaster,
Steven "Shags" Shagrin at Shags@PlanningForLife.info |
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