The 2021 Board of Directors was elected at our November chapter meeting. Congratulations to the 2021 Board and thank you for volunteering for this role. We welcome our newest board members, Libby Boatwright and Jennipher Lommen, and thank outgoing Chair, William Pitney, for his continued service and dedication to our chapter and FPA.

Chair/Past President - Sheri Pan, CFP^®

President - Todd Barney, CIMA^®, CPWA^®

President-Elect - Rafe Ann Du Bois, CRPC^®

Treasurer/Secretary - Trinh Kabbabe

Director of Advocacy - Curt Weil, CFP^®

Director of Membership - Chris Acker

Co-Director of Partnership - Anna Sergunina, CFP^®

Co-Director of Partnership - Christina Gray

Director of PR/Communications - Cameo Roberson, AAMS^®

Co-Director of Pro Bono - Libby Boatwright, CFP^®

Co-Director of Pro Bono - Jennipher Lommen, CFP^®

**December Chapter Meeting with Timothy Adams Chocolates**

Get into the holiday season (and celebrate the end of 2020) with a joyful, lively celebration and chocolate tasting. We will kick off the "meeting" with announcements, connection rooms and networking and then enjoy a chocolate tasting.

All attendees will receive a box of chocolate for the tasting menu. Additional boxes may be purchased at registration. Invite your family members to join the tasting session!

Featured partner: Chad Perbeck, CIMA^®, CFP^®, Litman Gregory Asset Management

Register here. Registration open through Tuesday, December 1 to allow time for shipping.

$25 FPA members, $75 non-members, $10 students. (chocolate included)

Additional chocolate available for $40 ($100 value)

Timothy Adams Chocolates is located in Palo Alto and started in 1993 when the founders hosted a garden party for Eartha Kitt, the actress and singer best known for her role as Cat Woman in the original Batman TV series. Their handmade chocolate creations were an instant hit and the party helped them realize their place in the world of chocolate, leading to a lifetime of seeking and creating exceptional chocolates.

**Spread the word and save! Invite a colleague to join FPA, and you'll both save on dues. It's a win-win! Read about the member referral program.

**FPA Group Membership admin fees will be waived for new groups (a savings of $250 applied when you enroll). Find out more about the benefits of group membership and enroll your company.

**New Members: Receive 15% off dues (applied when you sign up). Join your professional home today.

View the members benefits.

New members, be sure to choose Silicon Valley as your chapter!

If you need assistance with your membership, please contact FPA Member Services at 800-322-4237 or memberservices@onefpa.org.

Visit our website to see more timely topics and visit our partner pages (click on logos at the bottom of this message) to find additional current resources.

This article goes beyond the standard summary of Biden’s tax proposals and looks at what experts are saying about the possibility of tax changes in 2021, which impact year-end planning decisions, and on what tax and financial advisors are now recommending to clients.

Read the article.

An interactive college prep timeline walks families step-by-step from the child’s junior year of high school through graduation, providing actionable tips and milestones to consider as college grows closer. Program content is comprised of more than 100 articles and videos contributed by an impressive roster of industry professionals covering seven important and timely topics:

•   Affording college

•   Using your 529

•   College admissions

•   Student life

•   Academic success

•   Parenting

•   COVID-19

College Countdown comes on the heels of notable savings trends in California despite today’s challenges. During the first nine months of 2020, ScholarShare 529 has experienced one of its best years ever in terms of new account openings and contributions.

To learn more about ScholarShare 529’s College Countdown, visit the website at: https://collegecountdown.scholarshare529.com/.

This easy-to-use calculator allows you, and your client, to quickly determine what amount of equity can be readily available from a primary residence. Share this with any of your clients that would like to explore leveraging their untapped home equity to help them restructure their balance sheet or buy more time to help their portfolio. Provided by Mike Gallagher, Finance of America.