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"  Dr. Mcclanahan is one of our country's top resources on this subject.

See Dr. McClanahan's expericne at the end of this message!

  

"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. 

1 hour of CE Credit approved

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 Reform"

  

4:35 Social hour

 

2.5 hours CE credit.

On March 27, take advantage of a unique opportunity to hear Carolyn McClanahan, MD, CFP® speak about health care planning for retirement.  Carolyn is both a practicing physician and a financial planner.  She is the founder of Life Planning Partners, Inc., in Jacksonville, FL and co-founder of Whealthcare, LLC which provides software to assist with planning decisions relating to aging.

Carolyn speaks at financial planning conferences throughout the country and is a frequent contributor to Forbes and other publications.

At our meeting Dr. McClanahan will be giving two presentations, “Planning for Aging” and “The Crazy Soap Opera of Health Care Reform” for a total of 2.5 hours of CFP® continuing education credit.      

Tickets

$60.00 Member Admission

$120.00 Non-member Admission