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Event Details

"April: College Planning & Cryptocurrency"
Event Details
Thursday, April 26, 2018
Program: 12:45 P.M. - Adjourn: 4:00 P.M.
The Proud Bird
11022 Aviation Blvd. Los Angeles, CA 90045
(818) 558-3908
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CEU's
You May EARN 2 CEU CREDITS FOR ATTENDING
May qualify for 2 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $40 $65
Non Member $65 $90
 
Guest Speaker(s):

Deborah Fox, Late Stage College Planning: Helping Parents with College-Bound Children Reduce Their College Expenses
Christina Martin, In the Age of Bitcoin


Event Schedule:
12:45 PMRegistration & Networking
1:00 PMLunch
1:30 PMWelcome & Chapter Announcements
1:45 PMLate Stage College Planning: Helping Parents with College-Bound Children Reduce Their College Expenses - Deborah Fox
3:00 PMIn the Age of Bitcoin - Christina Martin
4-6:00 PMHappy Hour - Thanks to our Sponsor:


Event Details:
Late Stage College Planning: Helping Parents with College-Bound Children Reduce Their College Expenses - Deborah Fox
Most financial advisors are aware of college savings strategies to recommend to their clients, but most have not had much experience with the planning stage when parents have a child in high school and the need shifts to how to mitigate upcoming college bills.

This session will cover various academic, admissions, financial aid, cash flow and tax reduction strategies advisors can recommend to their clients to potentially reduce their out-of-pocket costs by tens of thousands of dollars.

While the presentation will include information that is relevant to families of all income levels, there will be an emphasis on strategies appropriate for clients who will not qualify for much or any need-based financial aid. A current case study will also be presented to demonstrate the application of certain late stage strategies.

In the Age of Bitcoin - Christina Martin
Advancing Understanding of Blockchain Technology and Crypto Currencies, this presentation will touch upon key aspects of Decentralized Ledgers, Bitcoin, Ethereum, Coins/Tokens, ICOs, OTC Exchanges, Volatility and the quickly shifting landscape of the world's newest asset class.

April's meeting is sponsored by:
&


20180426_CollegePlanning.pdf


20180426_CryptoCurrency.pdf

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Speaker(s):

Late Stage College Planning: Helping Parents with College-Bound Children Reduce Their College Expenses, Deborah Fox

Deborah Fox has been a financial planner in San Diego, CA for over 25 years and is known as one of the leading college funding experts in the country. She founded Fox College Funding LLCĀ® to help guide families through the complexities of college funding strategies and applying for college financial aid. Her proprietary planning process works especially well for middle and high income families who will not likely qualify for need-based financial aid but are interested in positioning their student in the best light and reducing their college funding expenses.
Her company provides comprehensive college funding planning services nationwide. Deborah also provides advanced college planning continuing education to financial advisors and tax professionals through Fox College Funding Academy.



In the Age of Bitcoin, Christina Martin

Christina Martin is EVP in Odeon's Foreign Exchange Sales & Trading Group, where she focuses on Odeon's Entertainment Practice and Corporate Middle Market. Prior to this, Christina traded Structured Products and Derivatives at Charles Schwab, was Vice President of STW Fixed Income Management and Vice President of a hedge fund. Christina's career began at the Federal Reserve System where she worked in Bank Examinations and completed research at the Board of Governors under Peter Hooper, advising Greenspan on International Finance. Christina was elected and served 3 years as Trustee on the Board of the University of Colorado Foundation with over $1 BLN in assets. Christina received her B.A. in International Affairs from the University of Colorado at Boulder, Summa Cum Laude. She did an Executive MBA at UCLA Anderson School of Business and Christina holds her VFR Private Pilot's license.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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