Larry’s Greatest Hits: Year End Tax Tips and More

Presented by Larry K. Pon, CPA/PFS, CFP
Pon & Associates

Larry Pon is one of the most knowledgeable AND interesting financial speakers in California. Larry will distill all of the most interesting tax and financial topics into a “greatest hits” presentation for us to use with our clients as we head into year-end. He will review opportunities from the SECURE Act 2.0. He will remind planners what opportunities to spot on our clients tax returns. He’ll review the provisions that will sunset in 2025. And he will invite the audience to “ask me anything!”

About the Speaker:
Mr. Pon is a CPA, Personal Financial Specialist, CFP, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores. Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and representation. Mr. Pon is teaching Accounting 181 (Individual Income Tax with Tax Software) at the College of San Mateo and he has been a long-time member of the AICPA, NAEA, CalCPA, CSEA, among many professional organizations. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco. Mr. Pon volunteers as a Money Doctor for 360 Degrees of Financial Literacy.

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October 12 NexGen Hosted Zoom

Each year, Medicare Advantage and Part D drug plans can change significantly for the coming year.  In fact, while the plans will keep the same names year to year, EVERYTHING ELSE about that coverage could change including monthly premiums, the medications they cover (or do not cover), pharmacy networks, doctor networks, out-of-pocket costs, deductibles and more.

Yes. You could have entirely different coverage next year from a plan with the same name. As a result, it’s critical that all senior-aged clients review their plan options during Medicare’s Open Enrollment period (October 15 and December 7). Yet only 20%-30% of seniors review their Medicare coverage. Plus, with additional changes coming to Medicare from the Inflation Reduction Act, it’s critical to get a preview of how Medicare will change for your clients. In this session, Melinda will teach you how to save your clients serious money on Medicare during Open Enrollment — without having to become a Medicare expert or sell insurance.

Presented by: Melinda Caughill; 65 Incorporated

Melinda is a passionate and entertaining Medicare expert. For more than 15 years, Melinda has worked in the Medicare landscape – helping to provide seniors, as well as their families and trusted advisors, with the unbiased guidance they need to avoid costly, permanent mistakes. She’s been a featured presenter for many financial advisory firms, including AG, Allstate, Edward Jones, Financial Experts Network, LPL, Raymond James, and more. Her Medicare insights have been featured in publications like Wall Street Journal, Consumer Reports, Morningstar. She’s consulted with prominent corporations like PBS and MacMillan Publishing. Today, through her companies, 65 Incorporated and i65, Melinda uses her extensive experience to provide seniors with unbiased, individualized Medicare enrollment guidance through fee-for-service consultations and online software. Melinda does not, nor do her companies, sell Medicare insurance.

No cost for Members!
$20 for Guests

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Upping Your Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

Presented by Dr. Meghaan Lurtz, Professor of Practice
Kansas State University

Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship.

About the Speaker:
Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology at Kitces.com

Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions.

She has also contributed chapters to the CFP Board’s textbook, Client Psychology. Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.

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Impact Investing Panel: Impact Investing to Cement Client Relationships

Featuring:

James P. King, CFP®; Moderator


John Gough, CIO; ICA Fund

Noelle Sadler, CEO; Goal Five

Victor Diaz, Owner; Renegade Running

Many of our clients embrace the idea of making investments that can have a positive effect. Over the past decade, “Impact Investing” has become both popular and more accessible. Retired financial advisor Jim King has been involved with impact investing in the East Bay and he will share his firsthand experience with FPA East Bay. Jim will moderate a panel including an investor (John Gough with ICA) and two local business owners. You’ll get to learn from their experiences together. This is an offering that will truly differentiate you from the crowd and cement client relationships.

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Get ready for a fun and festive evening with our Ugly Sweater Holiday Contest and Happy Hour! Join us on December 13th at the Veterans Memorial Center for a chance to show off your most hilariously hideous holiday sweater and enjoy some drinks and snacks with friends and colleagues.

We’ll have a panel of judges to award prizes for the ugliest sweater, most creative sweater, and funniest sweater. So dig through your closet, thrift stores, or your grandma’s attic and find that sweater that’s so bad, it’s good!

And of course, no happy hour is complete without some tasty bites and drinks. We’ll have a variety of appetizers and beverages available to get you in the holiday spirit.

So come on out and join us for a night of laughter, fun, and friendly competition. We can’t wait to see your ugly sweaters!

No cost to Members!
$29 for Guests

REGISTER HERE