Quarterly Education Meeting March 27

March 27, 2019
12:30 PM - 6:30 PM
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SDSU Alumni Center (Park in Garage #5)
5250 55th St
San Diego, CA 92182
 Directions

Main program begins promptly at 12:45 pm

Full Agenda:  https://fpasandiego.org/articles/12

Pre-event lunch at 11:30 sponsored by Sarah lindsey of synergy1 lending. No Charge.

www.homeloangal.com

Register at: http://homeloangal.com/mortgage-events/fpa-quarterly/

Topic is:  Real Estate & Mortgage Planning for Retirement

You'll walk away with some valuable strategies to help your clients make smarter housing and mortgage choices in the context of retirement planning as well as an update on current market conditions.  CE Credit applied for.

Questions?  Sarah Lindsey 619-647-9361 C | 619-867-0975 O slindsey@s1lending.com 

12:45 Program Starts

 

1:00 Keynote Speaker: Carolyn Mcclanahan, MD, CFP®

"Planning for aging"

  

"As a physician and financial planner, talking about the intersections of health and money is what I love to do."

https://www.carolynmcclanahan.com/

2:35 Session 2: Alan Clopine

"HOW THE NEW TAX LAW AFFECTS YOUR CLIENTS"

 

Alan Clopine is the CEO & CFO of Pure Financial Advisors. 

https://purefinancial.com/team/alan-clopine/Carolyn Mcclanahan, MD, CFP®

3:35 Session 3: Once more! Carolyn Mcclanahan, MD, CFP®

"the crazy soap opera of health care"

  

4:35 Social hour

 

CE Credit Applied For

Tickets

$60.00 Member Admission

$120.00 Non-member Admission