Investment Storytelling in the Age of Data

In Today's Message

Hotel Resources for Fire Evacuees
September Chapter Events
FPA Membership
Timely Topics

FPA Annual Conference
FPA Diversity Scholarship
CFP Exam Discount
2020 Chapter Partners

Hotel Resources for Fire Evacuees

We are glad many of the wildfires in California that began over a week ago are slowly reaching containment. But many people are not yet able to return home. Many of our chapter members are located in areas affected by the wildfires. Many have clients in those areas as well. Below is a link to a list of hotels offering discounts to fire evacuees. Some allow pets.

We sincerely hope you do not need this information but felt it was a good resource for you to have on hand. Feel free to use this for yourself and your loved ones or share with your clients. We at FPA of Silicon Valley are thinking of you and wishing you the very best.

Hotels listed are located throughout Silicon Valley, Santa Cruz, Carmel and San Benito County.

A link is also available on our website.

September Chapter Events

September Chapter Meeting (virtual meeting with networking)

Friday, September 11, 2020, 11:30 am -1:00 pm

Topic: Investment Storytelling in the Age of Data

Speaker: Dr. Apollo Lupescu, vice president, Dimensional Fund Advisors

Featured Partners: Christina Gray, Stonecrest and Mike Sukle, CAPI, NFP Private Client Insurance

This session will include Dimensional’s 4S framework, articulating current investing and world themes, and communication best practices in a virtual setting. You will understand the key factors that derail investors from meeting long-term financial objectives and you will learn how to personalize your client interactions.

1 hour CFP CE has been granted for this session by the CFP Board.

Continuing Education Webinar with a Chapter Partner

Friday, September 18, 2020, 12:00 - 1:00 pm

Topic: Effective Financial Planning Strategies Using Housing Wealth

Speaker: Steve Resch, vice president, Retirement Strategies, Finance of America

Sponsored by: Mike Gallagher, Finance of America Reverse Mortgage

RSVP Today. This webinar is open to FPA members at no cost. 1 hour CFP CE credit has been granted for this session by the CFP Board.

Coming October 24th - Financial Planning Day with San Mateo County Libraries

Save the Date! Volunteers will be needed for this virtual event. More information will be available soon.

Membership

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

Considering FPA Membership? First-time members of FPA receive $100 off CFP^®Professional or Allied Professional membership dues. Use promo code INTROFPA at JoinFPA.org or by phone at 800-322-4237.

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

Timely Topics from Our Partners

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.

ScholarShare 529: A direct plan that excels in the selection criteria advisors favor.

ScholarShare 529, California’s College Savings Plan, provides a broad range of highly rated, low-cost investment options backed by an unwavering commitment to service. Ascensus QuickView included: One-stop 529 account management for financial professionals.

Provided by Lori Mattson with ScholarShare.

The Home Equity Liquidity Calculator

Let’s work together to solve our client’s liquidity concerns in Retirement! 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 recover during these unprecedented times. Provided by Mike Gallagher of Finance of America Mortgage.

FPA Announcements & Events

September 30 - October 2, 2020

We’re excited to announce that the FPA Annual Conference you know and love is going digital this year. You’re sick of Zoom meetings—we are, too—so this won’t be yet another set of interminable webinars.

Join us September 30–October 2 for an immersive, three-day experience that will provide you what you need to pursue mastery in the business, practice and profession of financial planning—wherever you choose to log in.

The Diversity and Inclusion Scholarship to attend FPA's Virtual Annual Conference is now available!

What does the conference scholarship include?

Conference registration fee
One year paid individual membership in the Financial Planning Association
One year free subscription to the Journal of Financial Planning
One year paid dues to an FPA chapter of the winner’s choice
One year paid local chapter monthly meeting fees.

Apply here and find out more about who is eligible and what is expected of recipients.

Submissions are due September 4, and require 2 letters of recommendation.

What has FPA been doing over the past 12-months to serve our members and elevate the profession? What do the recently completed 2019 audited financial statements show about the financial health of the association? Join FPA leaders for a ‘State of FPA’ Virtual Update on September 9 at 4:00 p.m. ET to learn how your membership association is doing today and what is on the horizon. Register to attend.