Chapter Meeting: Property Taxes: A Primer on Proposition 19

May 14, 9:00 - 10:30 am

Speaker: Patrick Kohlmann, Temmerman, Cilley & Kohlmann, LLP

Featured Partner: Mike Ryan, Michael Ryan & Associates

Register here. Register by Thursday.

The first 10 people to register will receive a copy of The Last Things We Talk About: Your Guide to End of Life Transitions, written by FPASV chapter and board member Rev. Dr. Elizabeth Boatwright, CFP^®.

Now that Proposition 19 has passed and the April deadline has passed for transferring property under the old rules, learn the ins and outs of this new proposition as well as several mitigations for your clients. Patrick Kohlmann of Temmerman, Cilley & Kohlmann will walk us through how this new proposition has shifted the estate planning landscape.

1.0 hour CFP CE credit has been granted for this session by the CFP Board. Register here.

Student Forum: High Tech to Financial Coaching – An Individual Journey

May 21, 12:00 - 1:30 pm

Speaker: Christine Teh, Principal, Teh Financial Coaching

Christine Teh speaks about her transition from the tech industry to Financial Coaching, including how she initially started financial coaching as a side hustle, to the transition to full time. She will also share her experiences as a coach. RSVP here.

Chapter Meeting: Divorce Planning for Planners

July 9, 9:00 - 10:30 am

Speaker: Beth McClelland, CDFA

Featured Partner: Louis Retief, Hubly

Save the Date.

You are invited to attend the 49th Annual FPA NorCal Conference, with three shorter days for our virtual conference, June 1 - 3. See the conference schedule.

Keynote Speakers are:

Carla Harris, AB, MBA, Vice Chairman and Managing Director at Morgan Stanley

Stephanie Kelton, PhD, Professor of Economics and Public Policy, Stony Brook University

Salman Khan, MS, MBA, Founder and Chief Executive Officer of the Khan Academy

Steve Young, Hall of Fame NFL Quarterback, President and Co-Founder of HGGC

Find out more about the conference and register at www.fpanorcal.org.

The wildly popular FPA Virtual Externship, which debuted last year as a way to fill the internship gap due to the pandemic, proved to be an experience we all need—not just in uncertain times, but in all times. Get an outstanding internship experience where you can

In partnership with eMoney Advisor and Kaplan, the eight-week program will be held from June 7 through July 30. Registration is now open until June 1.

Webinar, Tuesday, June 8, 1:00 pm: Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets

2 hours CFP CE available.

Article: The 2021 Estimated Tax Dilemma: What Tax-Return Pros Are Doing And Telling Clients

Whitepaper from EMQQ: Understanding EMQQ, The Emerging Markets Internet + Ecommerce ETF

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.

Find out more about the benefits of FPA Group Membership and enroll your company.

New Members: Sign up to Join your professional home today. Be sure to choose Silicon Valley as your chapter!

Promotion Code INTROFPA provides a $100 discount off CFP^® Professional or Allied Professional membership dues for first-time members of FPA.

View the members benefits, including $200 savings on the CFP exam.

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