May 18 Quarterly Education Meeting Agenda
May 18 Quarterly Education Meeting
9am Start Time - First presentation scheduled to begin at 9:10am. Doors open at 8am.
Being held live at: Mariners Conference Center, Irvine. 5001 Newport Coast Drive, Irvine, CA 92603
Light Breakfast & Lunch Included
Cost: FPA Members $30 | Non-Members $50
Virtual Registration is available for those who wish to join us remotely. We will be using Eventee for our virtual attendees. This app will stream our sessions, will have our agenda ready for download, and have a link to our survey where you can submit information to ensure you get CE credit. We are updating this page and a link will be sent to virtual attendees shortly.
Current Students, FPAOC Passholders, & Partners - You're discount code will get you complimentary access to the QEM. Contact Admin@FPAOC.org if you have any questions.
We anticipate offering 5.0 hours CE for CFP® Professionals and 5.0 hours CPA.
Welcome & Pledge: 9am
President’s Message: 9:05am
Session 1: Advanced Beneficiary Planning with Ruth Raftery & Jeff Hoenle
Sessions 2 & 3: Survey of Research in Client Well Being
a) Financial Behaviors, Worry, and the Student Loan Debt Burden of Emerging Adults
b) The Changes and Grief Model for Financial Guidance of Widows
c) Financial Self-Efficacy and Retirement Preparation
Speakers Include: Tim Sturr, MSM, Jodi Krausman, CPA, Mindy Joseph, CFP®
a) The Effect of Financial Education on Financial Health
b) The Relationship Between Luxury Consumption and Savings Behavior of
the Middle Class
c) Identifying Financial Risks for Clients
Speakers Include: Ives Machiz, MBA, CFP®, Christina Lynn, MS, CFP®, AFC® CDFC®, CDAA , Matthew Russell, MBA
Session 4: Variables That Matter in Retirement Portfolio Survival with Craig Israelsen
Session 5: Keynote Speaker- Phil Huber - The Allocators Edge: Alternative Investments and the Future of Diversification
In-person attendees receive a copy of Phil's new book!
3:45pm: Raffles & Closing Remarks
4:00pm: Happy Hour at Zov’s – 21123 Newport Coast Drive