Financial Crimes: A Special Briefing for FPA East Bay Members

Meet U.S. Secret Service Special Agent in Charge, Shawn Bradstreet

Today, in addition to protecting the U.S. President, Vice President and other World Leaders; the U.S. Secret Service conducts global investigations into crimes against the financial infrastructure of the United States. This includes traditional threats like counterfeiting of U.S. currency; forgery or theft of U.S. Treasury bonds; credit card fraud; and identify fraud but their focus continues to evolve to protect U.S. Citizens & Investors from online threats including Ransom Ware, Crypto Currency Scams, Cyber Fraud and cutting edge attacks with names as ominous as “Pig Butchering.”

The FPA East Bay Chapter is extremely proud to feature Shawn Bradstreet, U.S. Secret Service Special Agent In Charge at our May 8th, 2024 Chapter Meeting at Round Hill Country Club. Mr. Bradstreet will provide in-depth insights into current threats and actionable ideas on how we can continue to serve your client base and protect their assets. In addition, Mr. Bradstreet will share local San Francisco Bay Area case studies and recovery efforts for those affected by financial crimes.

About our Speaker:
Shawn Bradstreet is the US Secret Service Special Agent in Charge at the San Francisco Field Office. In this capacity, Mr. Bradstreet is the supervisor of the San Francisco Electronic Crimes Task Force and previously supervised the Bay Area Financial Crimes Task Force. Mr. Bradstreet is a 22-year veteran of the U.S. Secret Service.

Mr. Bradstreet started his career as a Uniform Division Officer at the White House Branch. He transferred to the New York Field Office serving on the New York Electronic Crimes Task Force, Financial Crimes Squad, Counterfeit Section, and the Protection squad. Mr. Bradstreet relocated back to Washington, D.C. where he served on the Presidential Protective Division under Former President George W. Bush and President Barack H. Obama. Mr. Bradstreet most recently served a three year assignment in the Criminal Investigative Division at Secret Service Headquarters in Washington D.C. Mr. Bradstreet is a native of Northern Maine and received a Bachelor of Arts in Criminal Justice at Cedarville University in Ohio and a Masters Degree in Securities Studies at the Naval Post Graduate School, Homeland Defense and Security.

REGISTER HERE

Power Up Your LinkedIn Presence

Presented by: Brian Waeyaert from Calamos Investments

This comprehensive LinkedIn presentation by Brian Waeyaert from Calamos Investments covers profile optimization, content posting strategies, maximizing the LinkedIn Search function, and making connections. Gain valuable insights and practical tips to excel in today’s competitive business landscape.

Program Highlights:

• Profile Optimization: Stand out in a sea of sameness with guidance from Brian on crafting an impactful profile.
• Content Posting Strategies: Learn how to consistently share relevant content to amplify your message and sustain your LinkedIn presence.
• LinkedIn Search Mastery: Unlock the power of LinkedIn’s search function to connect with the right people effectively.
• Meaningful Connections: Discover how effective engagement on LinkedIn can spark opportunities and enhance your business.

About the Presenter:
Over the last 14 years, Brian Waeyaert has trained thousands of investment professionals on leveraging LinkedIn as a vital business-building tool. With his passion for the platform and extensive experience, Brian ensures participants fully capitalize on its evolving features.

Don’t miss this opportunity to sharpen your LinkedIn skills and stay ahead in the game! Reserve your spot now!

REGISTER HERE

Embrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference.

Embrace Change by learning from our breakout speakers and keynotes about what is impacting you today and what change is coming over the horizon. One of the best parts of being in-person at The Palace Hotel is the ability to ask our speakers questions during and after their presentations as well as engaging in conversations during the networking breaks. Although Zoom is helpful for some meetings, there is no substitute for being in-person.

Early Bird Registration for FPA Members is $979.
Save $220 with the Early Bird discount!

Early Bird Registration for Non-Members is $1,399
Save $200 with the Early Bird discount!

Conference Registration includes On-Demand Sessions available June 2024.
Get more CFP® CE credit with the On-Demand Sessions.

FPA NorCal 2024 Registration

FPA East Bay Membership Happy Hour hosted by NexGen at Headlands Brewery.

Not a NexGen? No Problem! No matter what stage you are at in your career, come network and connect with fellow financial planners who share your passion and vision.

Whether you’re looking for advice, inspiration, or collaboration, you’ll find it here. Plus, you’ll get two free drinks when you sign up. Cheers to that!

REGISTER HERE

2024 Election Preview and Potential Implications

Presented by Michael Townsend
Managing Director, Legislative and Regulatory Affairs
Charles Schwab & Co.

This special event will be live and at the Orinda Country Club

Join Schwab’s Washington insider, Michael Townsend, for an entertaining and informative discussion on the intersection between policy, politics, the economy and the markets. Mike will provide his perspective on a polarized Washington and the highly-anticipated 2024 election. He’ll discuss the latest developments on Capitol Hill, the looming fight over tax reform, Fed policy and key regulatory proposals that will directly impact advisers. Mike’s ability to cut through the noise and nonsense of Washington helps investors and advisers understand which issues really impact the markets – and your portfolios.

About the speaker:
Michael is Schwab’s Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers.

Michael is the host of Schwab’s “WashingtonWise” podcast, which explores the intersection between policy, politics, the markets, and the economy.

Prior to joining Schwab in 2000, Michael worked at Powell Tate, Inc., a Washington, D.C., public affairs firm, and previously worked for two U.S. senators from Maine. He holds an M.A. in English from George Mason University and a B.A. in English from Bowdoin College.

What Advisors Need to Know to About Medicare

Presented by Beth Gebhardt
Medicare Advisor
Gebhardt Group

People often feel overwhelmed as they start to try and understand the ins and outs of Medicare, Medicare Advantage plans, Medicare supplements and prescription drug plans. Beth Gebhardt started her career selling one of California’s first Medicare Advantage plans prior to becoming a financial advisor. Today, she specializes in advising clients on Medicare. In this presentation, Beth will help us understand what we, as advisors, need to know about Medicare to better serve our clients.

About the speaker:
Beth spent 8 years at PacifiCare Health Systems in field sales and sales management for Secure Horizons, one of California’s first Medicare Advantage plans. She was part of the team responsible for starting up Secure Horizons in all Bay Area counties as well as the Central Valley and Sacramento area.

Beth then pivoted to become a licensed financial advisor at Smith Barney until she retired from corporate life to be a full-time mom and active community volunteer.

Realizing the incredible need to help people figure out the current Medicare maze, Beth returned to her roots to launch Gebhardt Group Medicare Solutions. She focuses on educating people who are approaching 65 on all things Medicare: how it works, how much it costs, understanding enrollment periods and when they can sign up, etc.

Originally from San Diego, Beth moved to Northern California to attend UC Berkeley where she graduated with a Bachelor of Arts degree in Rhetoric.

Beth is an aspiring guitarist and cake decorator and enjoys hiking, Pilates and listening to 80’s music in the car with her four children. Her biggest regret in life is that she never took a typing class.

Check back soon for more details!

Check back soon for more details!

Check back soon for more details!