Events

If you are planning to take the November exam, this is the event you should attend. As an attendee, you will gain value insights on how to study to prepare to pass for the CFP exam.

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Unfortunately, the stock market has hit some rough terrain recently. Some days are hopeful and some days are terrible. Julie Johnson will discuss how to take advantage of communication moments with clients when the market seems uncertain.

Julie Johnson will explain how to leave a lasting impression no matter how the stock market is.

About the Speaker:
Julie Johnson started her career in 1996 as a rookie with Smith Barney in Denver. By 2007 she and her team managed over $1B in AUM. They moved their team and every client, including pensions, foundations, 401k’s, family offices and ultra HNW individuals, to UBS in the Fall of 2007, and then came 2008….. Julie was named SVP with UBS, her team received Barron’s top advisor and top team awards during her tenure. On multiple occasions, she was invited to speak and consult on practice management, sales and business development. In 2016 Julie began her career as a full time certified coach, consultant, public speaker and author. She was engaged to consult with advisors and speak at such esteemed national conferences as Barron’s and Fidelity, as well as several regional conferences, both in person and virtually, with FPA, Forbes, Morgan Stanley, WealthManagement, UBS, Ameriprise, BNY Mellon, just to name a few. Julie’s training and consulting expertise lies in the following areas:

• Sales and Business Development
• Red Carpet Relationship Management and Client Experience = Referrals
• How to Mirror the Person you are Speaking with to Develop Trust
• Practice Management, Collaboration and Communication
• Generational Communication and Connection
• Family Wealth Communication and Collaboration
• Reciprocal Mentoring among Generations
• Leadership Development; Helping Leaders to Get Out of Their Own Way
• Marketing and Communication
• Empowering and Training Newer Advisors to Excel

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Financial Planning Case Study

Featuring:

Gregg Clarke, CFP®

Sabrina Lowell, CFP®

Join us for an interactive case study that will challenge both our NexGen planners and our experienced members. The case study will be facilitated by Gregg Clarke and Sabrina Lowell who have experience sharing similar case studies through the FPA Residency program.

Agenda:
5pm
Arrival/Networking

5:30
Program starts: Introduced to the case study and work

6pm
Buffet Begins – Attendees will continue case study during dinner

6:30
Facilitators review the case study.

7:30
Closing

About Our Speakers
Gregg Clarke, founder of Meritas Wealth Management, LLC, has been a financial advisor since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg is a Certified Financial Planner (CFP®), and has an MBA in Financial Planning from Golden Gate University. Gregg’s undergraduate degree is in Mechanical Engineering from the University of California at Davis.

Gregg is past President of the Financial Planning Association (FPA) of San Francisco and continues to serve on the Programs Committee. He currently serves on the board of the Community Media Center of Marin as Vice Chair and he also is an adjunct professor in the Masters in Financial Planning program at Golden Gate University in San Francisco. He continues to participate in the FPA Residency program as a mentor.

Gregg lives with his wife, Tiffani, in San Rafael, California, and together they are actively involved in the community through volunteer work for charitable organizations. Gregg participates in a variety of outdoor sports and activities, which includes multiple wine tasting trips. He also enjoys spending as much time as possible with family and friends – his personal goal is to laugh every chance he gets.

As a Certified Financial Planner (CFP®) and a Certified Professional Co-Active Coach (CPCC), Sabrina helps clients build a framework for informed financial decision making. She works with career engaged couples to communicate openly about their finances and shared financial goals. Located in San Francisco, Sabrina has an expertise in managing concentrated stock positions and structuring equity management strategies pre- and post IPO.

Sabrina has been named to SF Business Times Women To Watch, Investment News 40 under 40, Ten to Watch by WealthManagement.com, and Investment News 20 Women to Watch identifying women who possess leadership skills and the ability to effect change in the industry.

Sabrina is an active volunteer cultivating the next generation of talent and development of women. Sabrina currently sits on the CFP Board Women’s Initiative (WIN) Council aimed at the development of initiatives to increase the number of women entering the financial planning profession and the number of women CFP® professionals. Sabrina serves as a mentor for the FPA and XYPN Residency Programs designed to engage, inspire, and empower new CFP® professionals through experiential learning to gain skills and confidence in creating meaningful relationships with clients.

LIVE REGISTRATION HERE

“Financial Planning Tips for Clients with Equity Compensation”

Equity compensation is one of the most valuable and misunderstood employee benefits. This event is aimed to help financial advisors working with equity compensation create a process for analyzing these holdings, illustrating strategies, and making recommendations.

Jane Yoo, CEO of Jane Financial, is an Oakland native who specializes in working with Superstar Women in Tech who need help with their stock options and RSUs.

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A special presentation by Ben Decker called, “Improving the Client Experience With Improved Communications”

Check back soon for more details

Meeting details will be posted soon!