June 12 in Del Mar: FPA Quarterly Education Meeting 3.5 hours of CE

June 12, 2019
12:30 PM - 6:30 PM
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San Diego Marriott Del Mar
11966 El Camino Real
San Diego, CA 92130
Venue website


Registration at 12:30 with presentations at 12:45 

Validated Parking in Self-Parking garage 

Pre-event sponsored CE lunch at 11 a.m. 


 separate Registration and more information at https://fpasandiego.org/articles/34 

1:00pm  “Donor Advised Funds  2:15pm  “OneFPA” 2:45pm Opportunity Zones”  4:00pm  Working with Grieving Clients”  5:15pm  Social Hour              
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 


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.