When

Thursday, February 13, 2020 from 9:00 AM to 3:00 PM PST
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Where

Franklin Templeton 
1 Franklin Pkwy #960
San Mateo, CA 94403
 

 
Driving Directions 

Contact

Susan Adams 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

Vision 2020

FPA of Silicon Valley Symposium

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 to relate to their clients who are preparing for their aging cycle individually along with how to develop language that resonates with all of their clients, no matter their investing stage. Attendees will hear from one of Franklin Templeton's top executives on the pulse of 2020, and throughout the day, will be offered the opportunity to earn essential continuing education credits. All of this would not be complete without ample time to network with other professionals and FPA chapter partners. Begin 2020 with a clear vision and register for the FPA Silicon Valley Symposium - Vision 2020.

On the Itinerary
The Solo Ager Client, Sara Zeff Geber, Ph.D., Certified Retirement Coach

Market Update – Mike Reed, Franklin Templeton

Priceless - The Meaning of Value, Todd Barney CIMAŽ, CPWAŽ, VP - Sr. Advisor Consultant, Invesco

Divorce, Financially Speaking – Karen Sparkes, CDFA, JD, Divorce Financial Strategists

Final SessionTBA

Lunch, snacks and beverages will be provided. Most sessions will offer CE. We are finalizing the details of our afternoon session and expect to be offering more than 4 hours CFP CE for the day.

Questions? Contact Susan Adams at execdirector@fpasv.org.

Pricing and Registration (Lunch is included)

Register early!  Seating is limited.  Early Bird price open through January 3, 2020:     

  • FPA Members:  $99
  • Non-Members:  $169

After January 3, 2020:

  • FPA Members:  $149
  • Non-members:  $219

No refunds after 12:00 pm on February 6th, 2020.