Quarterly Education Meeting

Wednesday
Feb
27
2019

8:30 am - 4:30 pm
Location: UCI Student Center
A, 311 W Peltason Dr
Irvine, CA 92697


Join Us!

Join us for our next Quarterly Education meeting on February 27, 2019, at the UCI Student Center. Plus, mark your calendars now for our other 2019 meetings: May 15 (New date!), August 28, and November 20.

Cost: FPA Members $30 | Non-Members $160 | First-Time Visitors are Free
Lunch and Parking are included.

We anticipate offering 4.0 hours of CE for CFP® Professionals (Pending) and 5.5 hours of CPA CPE.

RSVP: By Noon on February 22, 2019

Speakers & Agenda:


Dr. David Kelly, CFA

Chief Global Strategist, JP Morgan Asset Management


Session Title:
Guide to the Markets
Summary:

This presentation will cover the U.S., International, and Emerging Market economic environments (growth, inflation, unemployment, economic indicators); global equity (earnings, valuations, profits, sectors and styles); global fixed income (monetary policy in the U.S. and abroad, interest rates, fixed income sub-asset classes), and investing principles. Attendees can expect to learn about the current economic environment and market dynamics in order to make better informed investment decisions and educate their clients.


Learning Objectives:
  • Learn about the current global economic and market environment.
  • Obtain current relevant economic and market information to better inform investment decisions.
  • Obtain current relevant economic and market information to better inform and educate clients.

Level of Complexity: Intermediate

CE: 1.0 hours CFP CE (Pending) and 1.0 hours CPA CPE

Bio:

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee.
Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

https://www.linkedin.com/in/drdavidkelly/
https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/market-insights


Dan Candura, CFP®

President, Candura Group, LLC


Session Title:
Boom or Bust: Aging in America
Summary:

Attendees participate in an informative and engaging session that helps participants understand aging in America and the financial exploitation of seniors and other vulnerable adults.


Learning Objectives:
  • Participants will understand the demographic changes taking place in the US.
  • Participants will recognize the types of financial exploitation affecting seniors and other vulnerable adults.
  • Participants will understand their role in identifying and reporting possible exploitation of vulnerable adults.

Level of Complexity: Overview

CE: 1.0 hours CFP CE and 1.0 hours CPA CPE

Bio:

Dan Candura, CFP® is the founder of Candura Group, LLC and provides ethics training across the United States, Canada, Europe and Australia through in-person courses and webinars.

As President of PennyTree Advisers. LLC, Dan provides personal financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. Dan is a CFP® Ambassador for the Boston area.


Lunch and Networking



Ben Lewis

Director of Public Relations, Financial Planning Association


Session Title:
Media Mastery: Representing Yourself and Your Profession Through the Media
Summary:

Working with journalists is one of the easiest ways to increase your visibility and enhance your brand. With an ever-increasing news cycle and the onslaught of online news coverage, the time is right to learn what you can do to master working with the media to amplify your own exposure and the important role financial planners play.

Join members of the FPA of Orange County for Media Mastery, an interactive presentation that will walk you through the necessary skills and tactics for working with the media and how to protect your reputation while forging long-lasting relationships with journalists.

This training will qualify CFP® professionals who are members of FPA of Orange County who want to be part of FPA MediaSource – the automated media query platform that sends media requests right to your inbox! This revolutionary platform has enabled FPA members to take part in more than 3,300 national media opportunities over the past three years.


Learning Objectives:
  • Better understand the necessary skills for working with journalists that help position you as a financial planning expert and protect your reputation.
  • Forge an understanding of the opportunities within FPA to build your personal brand and profile that can lead to more business.
  • Explore the critical communication skills that all financial planners need to be more effective communicators with the media, clients and prospects.

Level of Complexity: Overview

CE: This presentation qualifies for 1.5 hours CPA CPE, it is not eligible for CFP CE.

Bio:

With 23 years of public relations experience in financial services, non-profit, and government, Ben Lewis is able to use his experiences in helping FPA members learn how they can build long-lasting relationships with journalists. Prior to becoming the Director of Public Relations for FPA, Ben consulted for dozens of advisers and organizations across the country and operated a boutique public relations agency called Perception, Inc. from 2002 to 2010. He is also author of Perfecting The Pitch: Creating Publicity Through Media Rapport, which was released in 2007.

https://twitter.com/benLewisPR
https://www.linkedin.com/in/benlewispr/


Dan Candura, CFP®

President, Candura Group, LLC - CFP Board Ethics CE


Session Title:
New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
Summary:

New Standards for a Fiduciary World continues the engaging presentations that audiences expect from Candura Group. We use polls, videos and case studies to keep everyone involved and learning. Attendees participate in an informative and engaging session that teaches the learning objectives required by CFP Board for ethics training.


Learning Objectives:
  • Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals.
  • Act in accordance with CFP Board’s fiduciary duty.
  • Apply the Practice Standards when providing Financial Planning.
  • Recognize situations when specific information must be provided to a client.
  • Recognize and avoid, or fully disclose and manage Material Conflicts of Interest.

Level of Complexity: Intermediate

CE: 2.0 hours Required Ethics CFP CE and 2.0 hours CPA CPE.

Bio:

Dan Candura, CFP® is the founder of Candura Group, LLC and provides ethics training across the United States, Canada, Europe and Australia through in-person courses and webinars.

As President of PennyTree Advisers. LLC, Dan provides personal financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. Dan is a CFP® Ambassador for the Boston area.