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DON'T MISS THIS EVENT!


When: Wednesday, May 18, 2016 - 8:30 AM - 4:30 PM
Where: UCI Student Center
RSVP: By Noon on Friday, May 13, 2016

We anticipate offering 4.0 hours of CE for CFP® Professionals and 4.0 hours of CPA CPE.

$25 Members, $150 Non-Members,
and FREE for first time visitors.


Annual Passholders – Please select “Annual Passholder” in registration drop-down menu.


Register for Quarterly Meeting


Also: Join us for a Cocktails and Conversation happy hour immediately following the meeting at Eureka right across the street! See details below.

*Click here to view our late fee policy.





FPA Orange County Michael Finke, PhD, CFP®
Dean and Chief Academic Officer
The American College of Financial Services

Session Title:
A New Perspective on Retirement Income Planning

Level of Complexity: Intermediate

1.0 CFP CE
1.0 CPA CPE


  Advisors often view retirement income planning through the lens of the 4% rule, but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation will discuss what it means to take risk with an investment portfolio in retirement, recent trends in longevity, how high prices for bonds and stocks will impact withdrawal rate projection, and how retirees actually spend money in old age. The presentation will conclude with strategies to deal with a new retirement reality including a discussion of qualified longevity annuity contracts.

Learning Objectives:

  • Understand the risks of building a retirement income portfolio strategy
  • Recognize trends that affect optimal withdrawal rate strategies
  • Understand how to deal with these risks to provide the highest possible safe income

Michael Finke, Ph.D., CFP® is the Dean and Chief Academic Officer at The American College of Financial Services. Dr. Finke served as the editor of the Journal of Personal Finance and is a contributing editor to Research Magazine. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He was named to the 2013 and 2014 Investment Advisor IA25 list and the 2012 Investment News Power 20, and received the Montgomery Warschauer best paper award from the Journal of Financial Planning in 2013 and 2014.



FPA Orange County Mark Powell, JD
Mark E. Powell, PC

Session Title:
Do You Recognize That Bit of Financial Elder Abuse?

Level of Complexity: Intermediate

1.0 CFP CE
1.0 CPA CPE

  This presentation is intended to educate financial planners on the nuances of legal capacity, the role of undue influence, recognizing and preventing elder and dependent adult financial abuse and the requirements and procedures related to mandated reporting of elder and dependent adult abuse.

Learning Objectives:

  • Understanding legal capacity
  • Recognizing elder and dependent adult financial abuse
  • Understanding mandated reporter rules

Mark Powell’s legal practice is currently concentrated in trust and estate matters with emphasis in trust and estate administration and probate court litigation. His practice evolved from estate and charitable planning for high net worth clients, and he continues to create and advise private foundations in all aspects of state and federal compliance. Mark also serves as a private fiduciary for select clients.

Mark is a Fellow of the American College of Trust and Estate Counsel. He is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization, and he is a Martindale Hubbell AV Preeminent rated attorney. Worth Magazine named Mark as one of the Top 100 estate planning attorneys in the country.

Immediately prior to establishing Mark E. Powell, PC, Mark was a partner at the financial and tax planning firm of Chequers Financial Management. Before that, he was a partner at the trust and estate law firm of Albrecht & Barney, which he joined after working as an estate planning attorney at three other leading southern California law firms: Freeman, Freeman & Smiley LLP, Baker & Hostetler LLP, and Snell & Wilmer LLP. Mark received his undergraduate degree from the University of Georgia and his law degree from Mercer University School of Law. He lives in Laguna Beach, California, where he is a member of St. Mary’s Church and a board member for the Laguna Beach High School Scholarship Foundation.

Lunch

FPA Orange County Wil Smith, CFP®
President
FPAOC

Session Title:
President's Message
 

 



FPA Orange County

Bob and Susan Karcher
Authors and Professional Life Coaches

Session Title:
Who Are the Joneses Anyway?
– Redefining Success

No CE will be offered for this session.


 

Success. What is it? How do we plan for it? How do we know when we’ve achieved it? Throughout history these perennial questions have vexed even the greatest minds of all time. Why is that? Could it be we have incorrectly defined success to such an extent that we are looking for it in all the wrong places?

Redefining success can lead to greater contentment in our own lives and have a ripple effect to those around us… our families, our friends, our clients, our communities, even our world.

We will address these questions and learn how to achieve a level of success in our lives that changes everything and impacts our world in ways we never thought possible.

Learning objectives:

  • Learn how to achieve greater success in life
  • Discover metamorphosis – a process for change
  • Understand the difference between a Living Trust and a “Living Legacy”

Bob and Susan Karcher are the co-authors of Who Are the Joneses Anyway?, a popular book focused on helping others discover who they are and why they are here so they can lead the intentional, authentic lives they were created for. This is the Karcher’s first book and is currently available in e-book formats with physical copies arriving at retailers on June 7th, 2016.

Prior to his current roles as an author, speaker, and professional life coach, Bob spent a large part of his career in the publishing and advertising industries, including serving as a Chief Operating Officer in the Tribune Company, then owner of the Los Angeles Times, Chicago Tribune, Hoy Publications, and multiple other print, broadcast, and digital media properties. Following his publishing career, Bob spent several years in the nonprofit sector, serving in executive-level staff and board member roles. He earned a Bachelor of Science degree in Organizational Leadership from Biola University and is a Certified Halftime Coach and Certified Professional Motivators Analyst.

Susan has enjoyed a successful career as a sales and marketing executive, earning numerous awards and accolades along the way. Her diverse experience includes the fashion industry, publishing, advertising, education, and real estate. In addition to her professional career, Susan has led the Polynesian dance group Ohana O Ke Akua. This group is committed to perpetuating the customs and culture of the islands. Susan studied dual majors at California State University, Long Beach, where she earned Bachelor of Arts degrees in Liberal Arts and Speech Communications.

The Karchers have been married for over fifteen years and are blessed to have a growing, blended family. They live in the greater Los Angeles metropolitan area and enjoy writing, speaking, and coaching on a growing basis.



FPA Orange County

Bart Brewer, CFA, EA, CFP®, CLU, ChFC
Financial Advisor

Session Title:
Options Can Be Your Friend!

Level of Complexity: Overview

1.0 CFP CE
1.0 CPA CPE

  Many advisors fail to use option strategies to help their clients with their portfolios. In my presentation, I will discuss how an advisor can incorporate basic option strategies to reduce risk or increase income in a portfolio.

Learning Objectives:

  • Decrease financial advisors’ fear about using options in their portfolio design
  • Understand how simple strategies can curtail downside risk or improve income
  • Avoid deadly traps when using options in such hedging strategies

Bart Brewer started in the financial services industry as a securities runner in the decade of the 60s. He has been a financial professional since the decade of the 70s and has devoted his entire professional career to the industry. He has served in many different capacities in the industry including in financial/securities analysis, corporate finance, market making, portfolio management, foreign exchange. He has held Series 4, 7, 24, 53, and 63 registrations and has been an OSJ. In addition, he has served as a panelist on the FINRA Board of Arbitrators, has given expert testimony, and serves the industry in other capacities. Currently, Bart runs his own family practice in Santa Monica, CA. He graduated with an M.B.A. from the Amos Tuck School at Dartmouth College in 1978, where he was named an Edward Tuck Scholar (Top 10%) after his first year.



FPA Orange County Jeff J. Saccacio, CPA, PFS,
ChFC, TEP

Partner
PricewaterhouseCoopers LLC

Session Title:
Enhancing Your Client’s Philanthropic Legacy

Level of Complexity: Overview

1.0 CFP CE
1.0 CPA CPE

  For over 30 years, Jeff Saccacio has successfully enjoyed helping high net worth individuals, families and entrepreneurs grow, harvest and deploy their wealth to make it impactful on the people and causes they care about. Jeff will share with us from his experience using advanced planning techniques in income tax, estate and gift tax, and charitable planning to help develop and make client legacies come to life.

Creating a philanthropic legacy that is both impactful on the people, causes and communities a client cares about presents many practical challenges. “Sorting through the motivators”, “defining the way”, “executing the plan” and “monitoring and oversight” can overwhelm and freeze even those with the best of intentions. We’ll discuss ways of maximizing a client’s efforts resulting in an impactful, relevant, and results-oriented family philanthropy plan.

Learning Objectives

  • Better understanding the planner’s role in assisting clients in developing their philanthropic legacy
  • Focusing client efforts to maximize the impact, results and relevance for their plan

Jeff Saccacio brings over 30 years of experience to PricewaterhouseCoopers LLP as the tax practice leader for its Southern California private client services, as well as its personal financial services practices. Jeff returns to PricewaterhouseCoopers LLP from the financial services industry where he served as Managing Director and Head of Wealth Planning for Deutsche Bank Private Wealth Management for the Western United States. Before joining Deutsche Bank, he served as a Managing Director and Senior Wealth Strategist providing services for The Citigroup Private Bank and Trust Company for the West Coast, Pacific Northwest and Manhattan offices. Jeff specializes in planning for high-net worth individuals, entrepreneurs, and closely held businesses, and he has extensive experience in estate and trust planning. Jeff is widely published and quoted in financial journals such as Fortune, Bloomberg Wealth Manager, Financial Planning Magazine, Investment Advisor, and Benefits & Comp ensation Solutions.

Jeff hosted a popular financial and tax planning radio show, “Talkin’ $ with Jeff Saccacio,” for over 8 years in Los Angeles, has served as a financial expert and consultant for various print and electronic media, and has been named one of the “Best Financial Advisors” in the country by Worth Magazine for 10 years. Jeff is a member of the American Institute of Certified Public Accountants and earned from this institute his Personal Financial Specialist (PFS) designation. He holds a BBA in accounting from the University of Notre Dame and a Chartered Financial Consultant (ChFC) designation from the American College. He is a member of The Society of Trust and Estate Practitioners – USA which has granted him its Trust and Estate Practitioner (TEP) designation.

He holds a third degree black belt in American Tae Kwon Do. Jeff is a past President and member of the Board of the Alzheimer’s Association of Orange County, where he served for over 10 years. He is also a former member of the Board of Trustees of the Orange County Museum of Art.



Happy Hour: Cocktails and Conversations

To wrap up the day, join us for Cocktails and Conversation immediately following the meeting at Eureka! Don’t miss this great opportunity to network with your fellow meeting attendees as we enjoy the restaurant’s stellar no-host happy hour conveniently located right across Campus Drive from the UCI Student Center parking garage. Invite your colleagues to join us!

Eureka!
4143 Campus Drive
Irvine, California 92612
(949) 596-8881
For directions Click Here



Be sure to stay for another great raffle! Remember your business cards!




*LATE REGISTRATION POLICY

If you miss our online registration deadline (i.e. Noon on the Friday before the event), we encourage you to take advantage of walk-up registration at the event starting at 8:15 AM. Walk-up registration costs are $15 for Annual Passholders, $40 for FPA members and $170 for non-members. First-time visitors are no charge. Processing registrants after the Friday deadline requires additional work. Thank you for your understanding and assistance!



FPAOC follows the CE guidelines specified by the Certified Financial Planner Board of Standards, Inc., and the California Board of Accountancy. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

FPA Orange County

 

FPA Orange County