Articles

June 12 Sponsored CE Lunch

June 12 Sponsored CE Lunch

1 Hour of cfp CE and a box lunch… what’s not to like?

 

Risk Assessment and Risk Management at and during retirement:

does your client still need life insurance?

 

Lunch starts at 11 a.m. and ends at 12:15 to accommodate the walk across to the quarterly meeting.

park either at the marriott (self-parking is validated for the quarterly meeting) or at the residence inn for free parking during lunch and moving over to the marriott self-park after lunch.

register by emailing david smith at dsmith@usa-bga.com

Questions? Call David smith at 619-876-6343 

Lunch is sponsored by Underwriting services of american and John hancock life insurance company

 

topic

Many clients will have life insurance policies either individual or group as they approach retirement. One area of planning is risk management. Insurance is a risk management tool, but the risks in retirement are different than during working years. Their insurance may not be needed or not designed to meet their new and future needs, if there are any at all.

This session will review the risk analysis process that provides the basis for any risk management recommendations you might make. Real life examples of client decisions will be presented.

Presenters: David F. Smith, PhD, CFP® a field underwriter for Underwriting Services of American (and a Chapter Board Member) and Oliver O'Brien of John Hancock.

FPA San Diego Weekly Events Bulletin

Note:  June 12 quarterly meeting is in Del Mar (North County... be there!) 

And the May 10 Meeting slides are HERE

Summary (Details and Registration Pages here)

5/30 NEXGEN - LUNCH & LEARN WITH CE // FIRST TIME HOME BUYER MORTGAGE PLANNING CASE STUDIES

6/05 WOMEN'S INITIATIVE - COMMUNICATE WITH CONFIDENCE AND CREDIBILITY WORKSHOP

6/12 11 a.m. Sponsored Pre-meeting Lunch Details HERE  1 hr CE Box Lunch at the Residence Inn across from the meeting at the Marriott

6/12 FPA QUARTERLY EDUCATION MEETING: Del Mar Marriott - 3.5 Hours of CE and Validated Self-Parking

Keynote Speaker: Amy Florian, CEO OF Corgenius  
 Advising Clients Through the Toughest Times of Life

You know what to do with money. How many times do you wonder what to say to the client? When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did.







Speaker Name: 
Evelyn M. Zohlen, CFP®    Title of Presentation: Update on National FPA's OneFPA Netwrok Initiative (morehttps://www.onefpanetwork.org/)
Evelyn M. Zohlen, CFP® currently serves as volunteer president for the Financial Planning Association® (FPA®), the largest membership organization for CFP® professionals in the country, and includes many others who support the financial planning process. 

Speaker Name
: Phillip L. Jelsma – Partner at CGS3 Title of Presentation: Opportunity Zones – How They Work and Importance Considerations

Opportunity Zones were created under the 2017 Tax Law and is designed to encourage investment in distressed communities by providing tax incentives to invest in qualified opportunity funds. Phil Jelsma is a leading attorney in San Diego who focuses on business planning with an emphasis on real estate. Phil will help explain what these Opportunity Zones are and how individuals and business can potentially benefit from this program.

Speaker Name: Leslie Klein, CFP®, AEP® Title of Presentation: Make A Difference with DAF’s - For Your Clients, Your Business, and the World 

Leslie Klein is Director, Gift Planning Advisor, for The San Diego Foundation.  She will discuss philanthropic financial planning and how a donor advised fund can help accomplish your clients’ goals.

7/30 NEXGEN - ALLIED PROFESSIONAL MIXER

9/18 FPA ANNUAL EDUCATIONAL SYMPOSIUM

10/16 FPA NATIONAL EDUCATIONAL CONFERENCE

11/06 CFA/FPA OF SAN DIEGO ANNUAL JOINT EDUCATIONAL AND SOCIAL EVENT

12/11 FPA QUARTERLY CONTINUING EDUCATION MEETING

BOARD OF DIRECTORS MEETINGS: 5/14, 6/12, 7/09, 9/18, 10/08, 11/13, 12/11  




Details of fUTURE MEETINGS

 

NEXGEN - LUNCH & LEARN WITH CE // FIRST TIME HOME BUYER MORTGAGE PLANNING CASE STUDIES

May 30, 2019
12:00 PM - 1:00 PM

HoyleCohen
9350 Waxie Way, Suite 500
San Diego , CA 92123

Join us to examine how proper mortgage planning can help help first time home buyer clients make smarter choices AND earn CE Credits

READ MORE

REGISTER NOW

WOMEN'S INITIATIVE - COMMUNICATE WITH CONFIDENCE AND CREDIBILITY WORKSHOP

June 05, 2019
4:00 PM - 6:00 PM

Gurtin Municipal Bond Management
440 Stevens Avenue, Suite 260
Solana Beach , CA 92075

Learn to communicate with credibility and confidence.

READ MORE

REGISTER NOW

BOARD OF DIRECTORS MEETING

June 12, 2019
10:30 AM - 11:30 AM

San Diego Marriott Del Mar
11966 El Camino Real
San Diego, CA 92130
Venue website

All members are welcome...

READ MORE

REGISTER NOW

JUNE 12 IN DEL MAR: FPA QUARTERLY EDUCATION MEETING

June 12, 2019
12:30 PM - 6:30 PM

San Diego Marriott Del Mar
11966 El Camino Real
San Diego, CA 92130
Venue website

Speaker: Amy Florian, CEO of Corgenius, Advising Clients through the Toughest Times of Life. Leslie Klein, CFP®, AEP®, Make A Difference with DAF’s... , and Phillip L. Jelsma – Partner at CGS3, Opportunity Zones – How They Work...

READ MORE

REGISTER NOW

BOARD OF DIRECTORS MEETING

July 09, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

READ MORE

REGISTER NOW

SAVE THE DATE: 7/24 FPA SUMMER SOCIAL MIXER LOCATION TBD

July 24, 2019
5:30 PM - 7:30 PM

TBD 

Join us Wednesday, July 24th from 5:30pm to 7:30pm as we kick off 2018 with our Summer Social Mixer. Enjoy a selection of (we will let you know!) beers on tap! We will provide a selection of appetizers and a friendly environment for you to catch up with l

READ MORE

REGISTER NOW

NEXGEN - ALLIED PROFESSIONAL MIXER

July 30, 2019
5:30 PM - 8:00 PM

Ballast Point
9045 Carroll Way
San Diego, CA 92121
Venue website

Come build your network of personal-finance professionals

READ MORE

REGISTER NOW

SAN DIEGO FPA ANNUAL EDUCATIONAL SYMPOSIUM

September 18, 2019
8:30 AM - 6:30 PM

SDSU Alumni Center (Park in Garage #5)
5250 55th St 
San Diego, CA 92182

Save the Date! First Speaker announced!

READ MORE

REGISTER NOW

BOARD OF DIRECTORS MEETING

September 18, 2019
10:30 AM - 11:30 AM

SDSU Alumni Center (Park in Garage #5)
5250 55th St 
San Diego, CA 92182

All members are welcome...

READ MORE

REGISTER NOW

SOCAL NEXGEN GATHERING

October 01, 2019 12:00 AM to October 31, 2019 12:00 AM

TBD 

Date, time, place and topic To Be Determined... watch for the email announcement

READ MORE

REGISTER NOW

PRO BONO DAY - VOLUNTEERS NEEDED!

October 03, 2019 12:00 AM to October 10, 2019 12:00 AM

TBD 

Save this week: Dates, Times, Locations TBD - but let us know if you are interested!

READ MORE

REGISTER NOW

BOARD OF DIRECTORS MEETING

October 08, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

READ MORE

REGISTER NOW

FPA NATIONAL EDUCATIONAL CONFERENCE

October 16, 2019 12:00 AM to October 19, 2019 12:00 AM

Minneapolis

All members are welcome...

READ MORE

REGISTER NOW

CFA/FPA OF SAN DIEGO ANNUAL JOINT EDUCATIONAL AND SOCIAL EVENT

November 06, 2019
12:30 PM - 6:30 PM

Grand del Mar
5300 Grand Del Mar Court 
San Diego, CA 92130
Venue website

Speaker information now available! Join in on the education and fun at the annual joing meeting of the FPA and the CFA Society. Great speakers followed by a social hour. Registration with pricing not yet open.  Watch for the announcement in your email!

READ MORE

REGISTER NOW

BOARD OF DIRECTORS MEETING

November 12, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

READ MORE

REGISTER NOW

BOARD OF DIRECTORS MEETING

December 11, 2019
10:30 AM - 11:30 AM

SDSU Alumni Center (Park in Garage #5)
5250 55th St 
San Diego, CA 92182

All members are welcome...

READ MORE

REGISTER NOW

QUARTERLY CONTINUING EDUCATION MEETING

December 11, 2019
12:30 PM - 6:30 PM

SDSU Alumni Center (Park in Garage #5)
5250 55th St 
San Diego, CA 92182

Save the Date! Program TBD: Watch for the email announcement

READ MORE

REGISTER NOW