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Event Details

"Bridging the Gap: Navigating Multi-Generational Financial Planning"
Event Details
Tuesday, October 24, 2017
Program: 8:00 A.M. - Adjourn: 6:00 P.M.
DoubleTree Suites by Hilton, Santa Monica
1707 4th St, Santa Monica, CA 90401
(818) 558-3908
RSVP NOW

Early Bird Reservations will be taken until September 1st.

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CEU's
You May EARN 4 CEU CREDITS FOR ATTENDING
May qualify for 4 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 Prior Sep. 01 After
Sep. 01
At the Door
Member $75 $100 $145
Non Member $95 $120 $145
Student $45 $65 $145
 
Guest Speaker(s):

Financial Planning: Not just for Baby Boomers Any More, Alan Moore
Diminished Capacity: How to Protect Your Clients and Yourself, R. Christine Brown
The New Profession, Bob Veres
Understanding the 65+ Mature Marketplace, Don Marsh
Estate Planning for Millennials, Megan Rivetti & Laura Chooljian


Event Schedule:
7:00 AMExhibitor Booth Set-Up
8:00 AMCheck-In, Registration & Breakfast Sponsored by Hemispheres Investment Management
8:30 AMWelcome & Brief Introductions
9:00 AMMorning Keynote Speaker (1 CEU) - Allen Moore, Financial Planning: Not just for Baby Boomers Any More
10:00 AMPanel of Exhibitors
10:30 AMBreakout 1 (1 CEU) - R. Christine Brown, Diminished Capacity: How to Protect Your Clients and Yourself
11:30 AMBreak
11:45 AMLunch
12:00 PMRotating Table Networking
1:30 PMKeynote: Bob Veres - The New Profession
2:30 PMBreak
2:45 PMBreakout 2 (1 CEU) - Don Marsh, Understanding the 65+ Mature Marketplace
3:45 PMBreakout 3 (1 CEU) - Megan Rivetti & Laura Chooljian, Estate Planning for Millennials
4:45 PMClosing Remarks
5-7 PMHosted Happy Hour & Networking Reception


Event Details:
FPA-LA is excited to announce the theme of our 2017 Symposium: Bridging the Gap: Navigating Multi-Generational Financial Planning.

Special event parking rates: $12 Valet | $10 Self-Parking

Keynote speaker: Bob Veres
The financial planning profession has entered a new era of hyper-rapid evolution, where firms will have to cope with a new generation of clients, new service models, new technology, new competitive threats and new pricing/revenue models. Bob Veres will offer insights into how some of the leading firms are successfully addressing different challenges, and some suggestions for the best way to adapt to the new reality in the profession.




Stay tuned for details as we finalize our keynote speakers, breakout sessions and more! If you have a topic or speaker you'd like to see, please email fpa@emaoffice.com with your suggestions!

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RSVP NOW

Early Bird Reservations will be taken until September 1st.

Speaker(s):

Alan Moore, Financial Planning: Not just for Baby Boomers Any More

The financial planning profession is undergoing rapid change as members of generations X and Y, the "now" generation, join baby boomers in seeking financial advice. To properly serve this increasingly important demographic, firms must evaluate each element of their business.


Learning Objectives:
  • Strategies for attracting and retaining young advisors at your firm
  • How to develop services that will engage and retain younger clients
  • Overview of business models, marketing techniques and technologies to help guide your firm into the future

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top "40 Under 40" in financial planning, by Wealth Management as one of a "The 10 to Watch in 2015?, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.


R. Christine Brown, Diminished Capacity: How to Protect Your Clients and Yourself

The US population is aging and living longer, financial planners will encounter clients with dementia or other debilitating conditions which prevent, or hinder, their ability to manage their finances. The presentation will discuss what "telltale" signs of dementia are and what to do if you are concerned that your client is no longer able to manage their finances. With disability comes the opportunity for your client to be a victim of elder financial abuse, and we will discuss what a financial planner can do to recognize financial abuse and to protect his/her client.
Learning Objectives:
  • How to recognize financial abuse and what to do about it.
  • Financial planners will learn what legal steps should be taken by their client to protect themselves when a disability or cognitive decline takes place
  • Review steps financial planners can put in place to help their client prepare for long term care costs.
  • An overview of various levels and costs of care, as well as to examine the different ways to pay for that care (long term care insurance, Medicare, Medi-Cal or private pay).

For Christine Brown, estate planning is about more than death and taxes; it's about helping families fully protect their assets and making things as easy as possible for loved ones in the event of an unexpected incapacity or death.
As a busy mom of two teenagers and small business owner herself, she deeply understands the unique planning needs of her clients. The focus at her firm, South Bay Elder Law, is serving people who want to make certain their will, trust and other documents will actually work when their family needs them the most and that they won't have to pay unnecessary fees to the government; people who are busy, love their kids (and grandkids!) and want to leave the world a better place. Her practice also places a special emphasis on Medi-Cal long-term care planning and the concerns of the elderly.
She is a member of the National Academy of Elder Law Attorneys (NAELA), the South Bay Bar Probate and Estate Planning Section, as well as other community organizations concerned with the needs of older adults. As an active member of her community and State Bar, Christine volunteers regularly at various Superior Court Probate Departments in assisting the public with legal issues. She works regularly with California Advocates for Nursing Home Reform ("CANHR") and the Los Angeles Caregiver Resource Center.


Bob Veres, The New Profession

Bob Veres is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession, and contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.

Over his 30-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar's advisor web site. In addition, he is a sought-out speaker for many of the planning world's most important professional conferences.

In addition, Mr. Veres co-produces the Insider's Forum conference for independent financial advisory firms. Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.


Don Marsh, Understanding the 65+ Mature Marketplace

Relevant Facts:
  • Only 7% of Boomers & 22% of Seniors Have a Financial Plan in Place
  • Only 20% of 50+ Americans will Receive an Inheritance (Avg. $64,000)
  • 33% of Americans Still Working Expected to be Retired Already
  • 55% of Americans Unsure how much They'll need in Retirement
  • Couples at Age 65 Have 50% Chance at Least One will Live to Age 92

Sources: AARP.org
Senior Journal.com
U.S. Insurance News
American Society of Actuaries

After completion of this session, participants will be able to:
  1. Learn the "5 Key Concepts" that motivate the 60+ Mature Marketplace;
  2. Understand how the physical and cognitive changes that occur with aging impact the decision-making process;
  3. Develop enhanced relationship-building skills for all staff levels that lead to increased client satisfaction and long-term practice growth;
  4. Identify purchase and investment patterns among the 50+ Mature Marketplace; develop Communications models that reflect ongoing changes in preferences among this audience;
  5. Participate in hands-on Interactive Exercises demonstrating the need to establish "Values-Based Communication" systems that enhance the client experience.


Don Marsh has 44 years of experience and is the author of one book, and more than 200 articles. He recently completed a series of audio CDs for GE Financial, based on his presentations on "Understanding the 50+ Mature Marketplace" and "Marketing to the Mature Marketplace".

He has been a featured presenter at more than 200 senior-industry conferences, seminars and workshops, before tens of thousands of business owners and marketing professionals from 50 states and eight foreign countries.

After spending years under contract to corporations and non-profit organizations, he now works as a professional speaker and independent marketing consultant. As a result, his presentations contain no bias toward any company or product.

NOTE: He does not have any insurance of securities licenses in any state.


Megan Rivetti & Laura Chooljian, Estate Planning for Millennials

A lecture on estate planning principles, with a particular focus on the needs of the Nexgen/Millennial Client.
Learning Objectives:
  • Overview of the components of an estate plan and benefits
  • Ways to address the attitudes and objections of Millennial clients
  • How to plan for incapacity during lifetime
  • Ways to transfer assets upon death
  • Tax Considerations
  • Additional components of an estate plan, e.g. Naming a digital fiduciary for digital assets
  • Comparing online legal document services vs. private attorney services
  • Top reasons to start estate planning under the age of 40

Megan Rivetti is an attorney in Greenberg Glusker's Private Client Services Group. Megan's practice focuses on counseling individuals and their families in connection with estate and tax planning issues, as well as probate and post-death trust administration. Megan also handles a variety of trust and estates controversy matters, representing both fiduciaries and beneficiaries involved in will and trust contests, accounting proceedings, and other fiduciary litigation. She has experience in all phases of litigation.

In addition, Megan devotes a significant amount of time to pro bono work and is Greenberg Glusker's pro bono coordinator. Megan handles a variety of pro bono matters for the Alliance for Children's Rights, including special education advocacy and finalizing adoptions of foster children. She has also handled several matters for young adults transitioning out of foster care, including assisting a former foster youth with a name change and assisting a former foster youth with obtaining funds that had been held in trust for her as a result of a car accident as a child. Megan has also successfully represented a wrongfully terminated employee seeking unemployment insurance benefits and helped numerous Holocaust survivors obtain German social security pensions for their ghetto work.

Laura M. Chooljian is an associate in Greenberg Glusker's Private Client Services Group. Ms. Chooljian counsels high net worth individuals and families on issues involving estate and tax planning, business succession, wealth transfer, and post-death trust administration. Ms. Chooljian also counsels nonprofit organizations, including family foundations, operating foundations and public charities.


Representative matters include:
  • Preparation of complex estate plans for high net worth clients in the fields of entertainment, real estate and general business
  • Counseled families regarding post-death trust administration
  • Formation and tax exemption for public charities and private foundations
  • Consultation on charitable entity corporate governance

Prior to joining Greenberg Glusker, Ms. Chooljian was a member of the corporate department at an Am Law 100 firm where she focused her practice on general corporate and securities law, including mergers and acquisitions, venture capital financing, securities offerings, corporate governance matters, and securities law and other regulatory compliance matters. Ms. Chooljian draws on this unique knowledge when advising clients with business succession planning and estate and tax planning.

Ms. Chooljian is also a supporter of and participant in Greenberg Glusker's pro bono program. She represents family members seeking guardianship of minors, special education advocacy, adoptions and estate planning for individuals in need.

Upon graduation from UCLA, Ms. Chooljian worked at The UCLA Fund. Her exposure to the gift planning sphere prompted her interest in the fields she greatly enjoys as a member of the Private Client Services Group.



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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Bridging the Gap: Navigating Multi-Generational Financial Planning
Tuesday | October 24, 2017 8:00 A.M.
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