Articles

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)

 

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

Registration at 12:30 with presentations at 12:45 

PRE-EVENT SPONSORED CE LUNCH AT 11 A.M. RISK ASSESSMENT AND RISK MANAGEMENT AT AND DURING RETIREMENT: DOES YOUR CLIENT STILL NEED LIFE INSURANCE?  SEPARATE REGISTRATION AND MORE INFORMATION AT https://fpasandiego.org/articles/34 



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. Understand how to answer the dreaded “bad news” phone call, the unique issues that your clients face, the differences between men and women, and the best ways to communicate at appointments and on the phone. Find out how to handle a crying client and whether the stages of grief are applicable. Gain skills to deal with irrational fears, bring humor into meetings, and help clients make wise decisions in the midst of loss. Walk away with practical, proven strategies that you can implement immediately.







Learning Objectives:

  • Learn the most important principles of grief support, what questions to ask a grieving client, and how to support clients in transition without intruding into their personal lives.

  • Understand why the “stages of grief” are insufficient knowledge and what to expect instead from grieving clients and family members.

  • Gain skills for handling client fears, establishing empathetic bonds, and building long-term loyalty.

     

     

Leslie Klein, CFP®, AEP®

Gift Planning Advisor for The San Diego Foundation


Make A Difference with DAF’s - For Your Clients, Your Business, and the World 

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 joined The Foundation in 2013 and provides high-level expertise in estate and financial planning while overseeing the Foundation’s professional advisor outreach program.  She is responsible for working with advisors and their clients to establish donor advised funds, new endowments and legacy funds.  She advises on complex gifts of real estate, non-publicly traded stock and partnership interests.  She will discuss the opportunities for setting up a donor advised fund to achieve maximum charitable impact.

Leslie has more than 35 years of experience in the fiduciary and investment management marketplace. Her career includes twelve years as Vice President/Wealth Management Advisor at First American Trust and additional corporate trustee work at First National Bank, Wells Fargo Bank, Bank of California, and HomeFed Trust.  She attained her CFP designation in 1992 while working as a financial planner at CIGNA. Leslie graduated from Miami University, Oxford, Ohio with a bachelor’s degree in Business Administration. She is the past President of the Estate Planning Council of San Diego and of the Financial Planning Association of San Diego.

This presentation is pending 1 hour of CFP® CE.





 

PHILLIP L. JELSMA – PARTNER AT CGS3

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. Similar to a 1031 exchange on a rental property, this program enables investors to deploy assets with unrealized gains in new investments based in physically in these “Opportunity Zones”. 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 the program.Phil’s extensive experience supporting corporate mergers and acquisitions includes representing buyers and sellers in consolidations, stock and asset purchases, management buyouts, and related transactions. He also advises on entity formation, fiduciary duties, inter-partner relationships, the issuance of stock and other ownership interests, recapitalizations and reorganizations, officer and director issues, corporate governance, stock option and appreciation rights plans, and contract preparation.This presentation is pending 1 hour of CFP® CE.

TICKETS

 

$60.00 Member Ticket

$120.00 Non-Member Ticket

 

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

 

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