September 2007 | San Joaquin Chapter Bulletin
In This Issue:
Chapter Events
Personal Financial Planning Workshop Coming Your Way
Chapter News
New Members
All San Joaquin Chapter Events
California CPA Education Foundation CPE in Area
CalCPA News
Celebrating Women CPAs
CHAPTER EVENTS
Personal Financial Planning Workshop Coming Your Way
By Chris Weed, PFP Committee Chair
If you’ve been looking for information on everything from financial planning for unmarried couples to investment strategies, then make sure you attend the chapter’s annual Personal Financial Planning workshop Thursday, Oct. 25.
Speaker: Jill Hollander, CFP, MBA, Financial Connections, Berkeley
Medical Insurance—Pre-65 and Post-65: Health insurance remains a major concern for our clients. Learn what options are available for our clients both before and after retirement, including COBRA, Medicare, Medicare Part D and more.
Speaker: James Holt, CFP, Holt Financial Services, Walnut Creek
Boomer Retirement—The Times They Are A-Changin’: Many of our clients are living longer. In this presentation you will learn some of the options available and pitfalls to avoid when dealing with the changing landscape of retirement and assisting clients as they shift from accumulating to spending assets.
Speaker: Robert J. Healy, CPA/PFS, CFP, R.J. Healy & Co. Financial Advisors, Walnut Creek
Investment Strategies in a Low-Return World: Future investment returns are projected to be below historical averages. In this discussion you will learn about tactical asset allocation to lower risk and increase returns as we deal with secular market cycles.
Speaker: Paul Gire, CFP, Strategic Advisory Services, Inc. Orinda
Date: Thursday, Oct. 25
Time: 8 a.m./registration and breakfast; 8:30 a.m.–4:30 p.m./workshop
Location: The Marriott Courtyard; 3252 W. March Lane; Stockton
CPE: 8 hours
Cost: $125/members; $200/nonmembers (includes breakfast, lunch & materials)
RSVP: By Oct. 18: Karen Howard or fax (209) 656-1532
CHAPTER NEWS
New Members
On behalf of the San Joaquin Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members,
Randall Schwantes, Anita Hoogland, Kellie Biorn... [see all new members]
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CalCPA NEWS
Celebrating Women CPAs
Join us for a day of leadership development, professional growth and recognition as we celebrate California’s women CPAs and their tremendous contributions to the profession.
Attend Celebrating Women CPAs and leave with:
- A clear vision of the ascent of women within the CPA profession;
- Social and professional connections to last a lifetime;
- Action steps to effect social change;
- Keys to excelling as a mentor; and
- Strategies and tactics for managing and resolving conflict.
Confirmed notable speakers include California Assemblymember and CPA Fiona Ma and Judy Olian, dean of UCLA’s Anderson School of Management.
Don’t miss this phenomenal event, Friday, Oct. 19, at the Intercontinental Hotel in Century City.
Register online today or call (800) 922-5272.
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RESOURCES:
San Joaquin Chapter Leadership
| Contact Your Program Associate: Karen Howard |
| Contact Your Program Director: Vince Chin |
