FPA NorCal Conference

National Quality Speakers With a local address!

May 27 & 28, 2008 

The Palace Hotel, San Francisco

For information on Session Speakers and Topics go to their website at

http://FPANorCal.org

Join FPA National for Roundup\'s 19th Annual Retreat. Roundup is an informal conference for financial planning practitioners and those intending to enter the financial planning profession. 

We eat in a college cafeteria and sleep in the dorms. The campus is beautiful (very near the ocean), and there are extra activities such as a Shakespeare play, golf, ocean yacht cruise, amusement park, etc., etc., (events vary from year-to-year). It is a small (max of about 70 people) informal setting where we attend seminars by day and exchange ideas and have fun!!! All of this for not very much money - - - as well as a lot of CE credits.

The dates for this years Roundup will be August 7th through August 10th. Please let us know if anyone would be interested in attending and we can get registration forms. Stay tuned for more information on this event including guest speakers and activities!

 

Are you passionate about the future of financial planning? Would you like to help chart the course for FPA? Then why not submit a nomination for service on FPA’s Board of Directors?

The Board of Directors sets a vision for the Association, positions FPA as The Heart of Financial Planning™, and contributes to building the profession. 

 

Board members must think strategically, engage in flexible, ongoing open dialogue, work collaboratively, and advance FPA’s Primary Aim by exercising vision and stewardship for the benefit of FPA and its stakeholders.

 

As a leadership and advocacy organization, FPA is committed to identifying and engaging exceptional individuals who are ready and willing to serve FPA and the financial planning profession. Volunteering for the Board of Directors is just one of many ways you can serve as an FPA volunteer leader.

 

Our nationwide network of chapters is volunteer-member driven. There are also numerous opportunities to engage in pro bono activities, such as leading underserved individuals and families, disaster victims and our armed forces toward financial strength and the fulfillment of their financial dreams.

 

If you wish to be considered for service on our Board of Directors, contact Wendy Todd for more information and a nomination package. Nominations for FPA’s 2008 Board of Directors are due July 9, 2008.

 

Learn more about other FPA leadership opportunities on the FPA Web site.

 

The Financial Planning Association is seeking nominations for the 2008 Heart of Financial Planning Distinguished Service Awards that will be presented at FPA Boston 2008 Oct. 4-7.

 

Consider nominating an FPA individual member, a financial planning firm, an FPA chapter, a professional (e.g. attorney, CPA, professor, journalist) or any other organization or individual that you believe has done extraordinary work to contribute or give back to our financial planning community and/or the public.  

 

FPA is at the heart of financial planning connecting those who deliver, support and need financial planning. Nominees should embody the heart of financial planning and should also represent FPA’s core values of competence, integrity, relationships and stewardship. 

 

The deadline for nominations is June 16, 2008. Nominations should be in the form of a one- to three-page letter describing why your nominee should be considered.

 

Send nominations to:

Heart of Financial Planning Distinguished Service Awards

Financial Planning Association

Suite 400

4100 E. Mississippi Ave.

Denver, CO 80246

THURSDAY, MAY 1, 2008

BOARD MEETING                           4:45 P.M.

SOCIAL HOUR                                 6:00 P.M.

DINNER                                             6:30 P.M.

 

Please choose from the following:

Marinated Flat Iron Steak

Or

Lemon Pepper Chicken

Accompanied with:

Mixed Green Salad

Parsley Red Potatoes

Fresh Asparagus

Tropical Lemon Cake

 

MAKE RESERVATIONS NOW!

 

TO MAKE RESERVATIONS:

PLEASE RESPOND VIA EMAIL TO: fresnoepc@gmail.com

With the following:

NAME ATTENDING:

DINNER CHOICE:

GUEST: Please indicate your guests name with address, dinner choice and mail a check in the amount of $40 payable to Fresno Estate Planning Council to P.O. Box 14087, Pinedale CA 93650. (GUEST FEE WILL BE REIMBURSED IF GUEST JOINS COUNCIL)

 

“Protecting and Preserving Special Needs Trust Funds -

Navigating the Regional Center System and other Public Benefits Programs”

Present by: James F. Huyck, Advocate/Consultant

11900 Prospect Hill Drive

Gold River, CA 95670 Email: jfhuyck@yahoo.com

 

Mr. Huyck has 35 years of experience in the field of disabilities including years as Senior Rehabilitation Counselor/California State Department of Rehabilitation, Associate Dean of Special Education for the San Diego Community College District, Executive Director, California Community College Foundation and 10 years as Executive Director for the Alta California Regional Center (Sacramento).

 

In this program, Mr. Huyck will discuss the background of special needs trusts and the importance of preserving trust assets, managing life-long cases, and accessing needed services to enhance the beneficiary’s quality of life. Mr. Huyck will also explain how to navigate through the services available through Regional Centers and other public benefits and services.

 

FPA is seeking nominations for the P. Kemp Fain, Jr., Award to be submitted by June 9. The award recognizes an individual who has made outstanding contributions to the financial planning profession and will be presented at FPA Boston 2008, to be held October 4-7.

 

P. Kemp Fain, Jr., formed the first International Association for Financial Planning (IAFP) chapter in 1971 and served as its first president. Additionally, Fain served as president and chair of the Institute of Certified Financial Planners (ICFP) from 1983 until 1985. He was the first person to officially enroll in the CFP® certification program and was a member of the inaugural class of CFP conferees in 1973.

 

In keeping with Fain’s example, nominees for the award should be professionals who have made significant contributions to the financial planning profession in the areas of service to society, academia, government and professional activities. They must also exemplify FPA’s Core Values of integrity, competence, dedication to relationship building and stewardship. Please submit nominations by June 9, in a letter, up to three pages, describing why you believe the individual should be considered to:

 

P. Kemp Fain, Jr. Award

Financial Planning Association

Suite 400

4100 E. Mississippi Ave.

Denver, CO 80246

Reynolds T. Cafferata

May 22,2008

Craig School of Business

An unfortunate part of the planning process is the litigation that can result from a charitable gift.  There are a number of strategies that can reduce the likelihood of litigation from heirs who are not as charitable as the decedent may be willing, even anxious to go to court to challenge a gift.  Join us and hear an expert’s tips for the advisors to avoid litigation.

 

Reynolds T. Cafferata is a partner at Los Angeles law firm Rodriguez, Horii & Choi LLP, where he specializes in charitable tax, trust and corporate law. His experience includes advising charitable organizations and individuals regarding complex charitable gifts, charitable trusts, donor-advised funds, private foundations and support organizations. He also advises on creating policies for gift acceptance, risk management, unrelated business income taxes, self-dealing and intermediate sanctions, endowment management and state law compliance. In addition, he represents charities and fiduciaries in contested probates and judicial reformation of trusts, and provides guidance for managing charitable trusts.

 

Mr. Cafferata received a B.A., summa cum laude, from The George Washington University and a J.D., Order of the Coif, from the University of Southern California School of Law. Los Angeles Lawyer named him “Super Lawyer” in 2005 and 2006, and he was named “Best Lawyer in Non-Profit/Charities Law” by The Best Lawyers in America, published by Woodward White Inc. He is a fellow of the American College of Trusts and Estate Council and is a past chair of the Exempt Organization Committee of the Los Angeles County Bar Association. Mr. Cafferata has been involved with several other business and community organizations such as the National Committee on Planned Giving, the Barlow Hospital Foundation and the Altadena Historical Society.