Online registration is now open. Seating is limited. Secure your spot today!
The Financial Planning Association of Orange County prides itself on hosting some of the world's top speakers in the industry. Our quarterly programming will elevate your financial planning know-how and help you be the best planner you can be. Expand your professional network and enjoy the camaraderie of friends and peers. Don’t miss our latest video. Check it out here!
Doors Open and Breakfast: 8am
Welcome & Pledge: 8:30am
Sessions for our May QEM include:
Valerie Bath
"Navigate Cultural Differences in a Global Market"
This presentation delivers practical, high-impact content to help financial professionals navigate cultural differences in client interactions. Attendees will explore how culture influences communication styles, financial decision-making, and perceptions of respect and trust. Through real-world examples and interactive discussion, participants will learn how to recognize cultural preferences and adjust their communication to better meet client needs.
Mark Brownstein
"Emerald Medicare / Medicare and IRMAA planning"
Educate yourself and your clients. With so many coverage options and changes to Medicare, it's essential to guide your clients to the right solution and help them make the right decisions for their health which impacts their financial planning. Finding the right Medicare plan requires careful consideration. If clients are turning 65, retiring, or moving to a new address they need to know key dates and information about plans available in their state or county. Those approaching Medicare eligibility realizes that it is important to consider Medicare at age 65 and again approaching retirement. Learn how to cover the critical areas of medical and dental, vison and hearing expenses and what benefits are typically offered by insurance companies each year. Discussion will include the changing Medicare landscape, Medicare and consumer trends, ethical Medicare practices, recent CMS rulings, caregiving, changing Medicare coverage for Alzheimer patients, Weight loss drugs, and the impact on the carrier’s profitability. Groundbreaking digital, secure AI process will be discussed that will allow for faster Medicare drug plan reviews and prescription drug savings.
Vanessa Terzian
"Special Needs Planning"
Overview of Special Needs Trusts – Learn how Special Needs Trusts protect assets while preserving eligibility for government benefits like SSI and Medicaid.
Shang Chou
"Selection and tracking of ETFs"
Chris Schwarz
"Economic & Market Update"
Join us for this great day of education and networking!
- Learn and share best practices to achieve greater business success.
- Build your professional competency in practice of financial planning.
- Hear from some of the profession's most preeminent thought leaders.
- Learn about the latest tools and services from top companies that can help your business and clients.
- Connect with professionals of all demographics and professional backgrounds.
Be with your friends and colleagues!