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Event Details

"Aug.17th Meeting (Santa Monica)"
Event Details
August 17, 2017
Program: 1:00 P.M. - Adjourn: 5:00 P.M.
Dimensional Fund Advisors
1299 Ocean Ave, Santa Monica, CA 90401
(818) 558-3908
This event has already past. You will no longer be able to RSVPs for this event.

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CEU's
You May EARN 3 CEU CREDITS FOR ATTENDING
May qualify for 3 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):

Carolyn McClanahan, Incorporating Health Care into Planning
Andrew Fisher, Wealth Planning for Cross-Border Families
Daniel C. Ong, Dimensional's Approach to Environmental, Social and Governance


Event Schedule:
1:00 PMRegistration & Networking
1:30 PMWelcome & Chapter Announcements
1:45 PMCarolyn McClanahan | Incorporating Health Care into Planning
2:55 PMAndrew Fisher | Wealth Planning for Cross-Border Families
3:55 PMDaniel C. Ong | Dimensional's Approach to Environmental, Social and Governance
4:45 PMAdjourn to Happy Hour
5-6:30 PMHosted Happy Hour at Shangri-LA Hotel!
sponsored by


Event Details:
Thank you to Dimensional Fund Advisors (DFA) for sponsoring this meeting.

Carolyn McClanahan: Health care planning is a significant unknown for financial planners and their clients. Organizations such as Fidelity and Employee Benefit Research Institute offer averages, and we know there is rarely an average person. Dr. McClanahan helps you refine how to plan for this unknown and how to effectively use health care information in various aspects of the planning process by:
  1. Teaching you how to have easy and informative discussions with clients about health issues and how these issues may impact client planning
  2. Understanding the client's health care mindset so they can understand their part in controlling health care costs
  3. Showing you how to incorporate the client's health care status with insurance planning, income planning, and advance directive planning


Andrew Fisher: Due to the ever increasing globalization of business, there exists a large and growing demographic of international and cross-border professionals who have a connection in some way to the United States. These individuals, whether they are foreign citizens living in the U.S., American expatriates, or non-resident aliens with assets in the U.S., have complicated financial affairs and they often have nowhere to turn for advice on important financial questions. The goal of this presentation is to provide an overview of the cross-border demographic, then to examine the most common financial challenges faced by these individuals and families. Various issues will be outlined in detail, along with recommendations for best practices and optimal wealth planning. Key areas of focus will include investing, real estate, taxes and retirement planning.

Daniel C. Ong: Investors around the world are increasingly interested in making their preferences towards social and sustainable issues be reflected in their investment solutions. In this presentation, Daniel will discuss how Dimensional has taken its 35 years of capital markets expertise and applied that to strategies that accommodate those tastes and preferences while still being focused on the Dimensions of expected returns. In addition, he will discuss the work that Dimensional has done to improve corporate governance. We see these efforts to improve the corporate governance of companies held in our clients' accounts as another potential way to add value.







 
This event has already past. You will no longer be able to RSVPs for this event.

Speaker(s):

Incorporating Health Care into Planning, Carolyn McClanahan

Carolyn McClanahan, M.D., CFP is the founder of Life Planning Partners, Inc.

Dr. McClanahan began her career as a physician in private practice and emergency medicine. In 2000, finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP curriculum to learn more about financial planning. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.

In addition to her financial life planning practice, Dr. McClanahan speaks regularly on the interplay between health and financial issues, particularly regarding aging, long term care issues, health care costs, and health care reform. She writes for Forbes, Money, CNBC, and Financial Planning Magazine covering issues intersecting money and medicine.

Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She is quoted regularly in numerous publications such as the Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, Nightly Business Report, and NPR.



Wealth Planning for Cross-Border Families, Andrew Fisher

Andrew Fisher is widely regarded as a leading wealth advisor to cross-border families. He frequently writes and speaks to the unique financial planning and investment complexities faced by international families, particularly when an individual is a tax resident of the United States. He is also the author of The Cross-Border Family Wealth Guide, to be released January 2017 by Wiley.

With a broad base of experience in international investing, taxation and wealth planning, Andrew enjoys helping clients find creative solutions to complex financial problems. More than having all the answers, he prides himself on being able to identify the most critical financial questions clients face and then build a team of experts to find solutions.

Andrew is the president and founder of Worldview Wealth Advisors, an independent wealth management firm advising globally oriented families-both Americans living abroad and foreign citizens living in the U.S. In addition to leading the investment team, Andrew serves as senior client advisor. In this role, he assists families with their complex, multinational affairs, seeking to optimize wealth, which is often located in multiple countries.

When out of the office, Andrew can be found enjoying the San Francisco Bay Area with his wife and three children.


Dimensional's Approach to Environmental, Social and Governance, Daniel C. Ong

Daniel C. Ong joined Dimensional in 2005 and is now a senior portfolio manager and vice president on the International Equity team in the US. Before coming to Dimensional, he was an account manager at Metropolitan West Asset Management and a structure analyst at Pacific Investment Management Company (PIMCO). Daniel received the Chartered Financial Analyst designation in 2001.

Daniel earned his MBA in 2005 from the University of Chicago Booth School of Business, with concentrations in finance and accounting. He also holds a BA in economics from the University of California, Irvine.



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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