Brown Bag Meeting Schedule

Note:  Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend.   FPA members from other  chapters are welcome to attend as well as guests of FPA members.

Date:  Friday, March 18th, 2011
Time:  12:00 noon to 1:30 pm
Location:  San Jose, CA (Rose Garden Area)
Cost:  $10

Title:  Options - One Tool in the Financial Planner’s Toolkit

Speaker:  Dave Samuels, CFP®, CLU , is the President and founder of Corinthian Wealth Management

Options provide a means to hedge risk, as well as improve overall returns.  This session will begin with a basic introduction of investment stock options to ground the session. This session will focus mainly on covered calls and will address the primary situations where a planner might find them appropriate to implement in a client's portfolio:  in a general portfolio to generate additional return, in a portfolio that is heavily weighted in one or more stocks (usually the company that the client works for), and in a portfolio where there are significant capital gains on a stock and the client is hesitant to sell.  Examples will be reviewed, as well as a live option chain.  Taxation of options gains will also be briefly discussed.
 

Speaker Bio:
 

Dave Samuels, CFP®, CLU , is the President and founder of Corinthian Wealth Management, with over 20 years of experience in the financial services industry.  Dave is a graduate of UCLA’s Personal Financial Planner Program, as well as a Certified Financial Planner® and Chartered Life Underwriter (CLU).   Dave serves on the board of the Financial Planning Association of Silicon Valley as well as the board of the Steinway Society, which promotes piano concerts. Dave is a member of the Santa Clara County Estate Planning Council, the Society of Financial Service Professionals, the Financial Planning Forum of Palo Alto, and the San Jose Chamber of Commerce.  Dave has spoken at various conferences, and has done many topic specific educational sessions to a variety of audiences.

Seating is limited.   To reserve your seat, please RSVP early to Cynthia Riley at CynJRiles@aol.com A $10 fee will be collected at the door.