March NexGen Social - THIS WEEK!
Thursday, March 29, 2018, 5:30 - 7:30 pm
Location: Antonio's Nut House, 321 California Ave, Palo Alto
April Chapter Meeting
Friday, April, 13, 2018, 11:30 am - 1:30 pm
Topic: Heuristics, Biases, Nudges - Topics from the Frontier of Behavioral Finance
This talk will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of financial planners, especially in the digital age.
Discussion topics will include the planner-doer framework, heuristics, biases, and nudges which figured prominently in the 2017 Economics Nobel, awarded to Richard Thaler.
Speaker: Hersh Shefrin
Featured Partner: Matt Beck, American Century Investments
Location: Maggiano's Little Italy, 3055 Olin Ave, Suite 1000, San Jose
April Brown Bag Meeting
Friday, April 27, 2018, Noon - 1:30 pm
Topic: Tax Law 2018: What Have We Learned?
Speaker: Larry Pon, CPA/PFS, CFP®, EA, USTCP
Location: Buckinham Strategic Wealth, 2445 Faber Place, Suite 250, Palo Alto
Financial Firm Tour
Wednesday, May 2, 2018, 2:00 - 4:00 pm
Location: United Capital, 4300 El Camino Real, Los Altos
Open to FPA Members. For more information or to register,
click here
.