Quarterly Education Meeting

May 14, 2020
11:30 AM - 6:00 PM
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Del Mar Hilton
15575 Jimmy Durante Blvd
Del Mar, CA 92014
Venue website

Program: Tentative topic TBD optional CE sponsored lunch 11:30. Regular program 12:45 - 5:00 followed by Social Hour.

Confirmed Speakers:

Jeff Lanza, ex-FBI agent

Hoodlums to Hackers: How to Stay Safe from Cyber Crime and Identity Theft

Presentation Description:  This dynamic presentation focuses on how criminals try to trick us, steal our identities and commit cyber fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society. Jeff provides easy to implement solutions to real-world cyber risks. He explains what to watch for and where not to click. Jeff provides quality advice for advisors to stay safe from fraud along with specific tips and recommendations. Jeff explains the risks and provides the appropriate solutions for prevention. The information is timely, pertinent and entertaining as Jeff uses humor to keep things upbeat.

Program highlights:

  • Stay safe from cyber fraud, email hijacking, and account takeovers
  • Great solutions for passwords and password management
  • Prevent identity theft
  • Protect personal information
  • Freezing credit reports
  • Stop robo calls


Biography:  Jeff Lanza was an FBI Special Agent for more than 20 years during which he investigated corruption, fraud, cybercrime, and organized crime. He served as chief of internal security for the FBI’s Kansas City region. He has presented at hundreds of events for financial advisors and their clients. He appears regularly on CNBC, the Fox News Channel and has informed the public on other national programs including the Today Show, Good Morning America, Dateline and CNN, among others.


Alan Clopine, CPA, AIF®

Taxes in 2020 and beyond with the SECURE Act

Presentation Description:  This presentation will discuss an overview of the SECURE Act as well as other tax changes that affect clients in 2020 and beyond. New techniques and strategies will be discussed that will help clients save money on income taxes.

Biography:  Alan Clopine is the CEO & CFO of Pure Financial Advisors. Alan has provided tax planning services for individuals, corporations, and trusts for over 30 years.  One of his functions at Pure Financial is directing the tax planning department to recommend and implement integrated tax planning strategies to reduce current and future income taxes. Alan is the co-host of Your Money, Your Wealth®, a financial talk radio show, heard weekly in San Diego on KFMB

Lynn O'Shaughnessy
Higher-ed author | Journalist | Speaker
Highly Effective College Strategies That You Can Use With Your Clients With Teenagers
How you can answer the financial aid question for clients.
An easy and crucial tool to avoid college award surprises.
Understanding how assets impact aid.
Targeting the biggest source of college money for affluent families.
Addressing the issue of sacrificing for an elite university.