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X-WR-CALNAME:Financial Planning Association of Silicon Valley
X-ORIGINAL-URL:https://www.fpasv.org
X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART:20170101T000000
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BEGIN:VEVENT
DTSTART;TZID=UTC:20180713T113000
DTEND;TZID=UTC:20180713T133000
DTSTAMP:20180526T030633Z
CREATED:20180103T090306Z
LAST-MODIFIED:20180526T030633Z
UID:578-1531481400-1531488600@www.fpasv.org
SUMMARY:July 2018 Chapter Meeting
DESCRIPTION:Overview:\nCrucial Estate Planning Issues for Elders:   Powers of Attorneys\, Long-Term Care Planning\, and Medi-Cal\nAre your clients or loved ones age 60 or older\, and concerned about being able to afford long-term care in the home or elsewhere? Are they concerned about the government coming after their home or assets if they enroll in Medi-Cal to help pay for health care or long-term skilled nursing? This session will debunk myths about Medi-Cal and long-term care options\, highlight real risks\, and explain how estate planning documents can protect the client’s family. We will also cover special issues for married\, unmarried\, and same-sex couples. \n1.5 hours CFP CE is available for this session pending approval by the CFP Board. \nFeatured Partner is Scott Pyes of Natixis. \nAbout the Speaker:\nAlma Soongi Beck is a partner in the Trusts and Estates Group of Lakin Spears\, LLP and is certified by the State Board of Legal Specialization as a specialist in estate planning\, trust and probate law. \nPrior to joining Lakin Spears\, Alma was principal and founding attorney of The Beck Law Group\, P.C. Alma’s estate planning practice focuses on revocable living trusts\, wills\, and powers of attorney\, which includes Medi-Cal and long-term care planning\, IRA Inheritance Trusts\, and beneficiary controlled irrevocable trusts. For unmarried and same-sex couples\, she also offers consultations on the legal and tax implications of domestic partnership\, marriage\, and property co-ownership. Alma also assists individuals and families with trust administration\, probate\, and other post-death administration of property. \nAlma regularly conducts public and private seminars on a variety of estate planning topics such as marriage\, domestic partnership\, estate planning and property issues for lesbian\, gay\, bisexual\, transgender (LGBT) individuals\, couples and families\, as well as Medi-Cal\, long-term care and IRA Inheritance Trust planning. \nCost:\nEarly Registration through July 9th: $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nIf you must cancel\, we cannot give refunds after Tuesday\, July 10th. \nRegister here.
URL:https://www.fpasv.org/event/july-2018-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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BEGIN:VEVENT
DTSTART;TZID=UTC:20180713T140000
DTEND;TZID=UTC:20180713T160000
DTSTAMP:20180526T030831Z
CREATED:20180526T024720Z
LAST-MODIFIED:20180526T030831Z
UID:874-1531490400-1531497600@www.fpasv.org
SUMMARY:CFP® Ethics - July 2018
DESCRIPTION:Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday\, July 13th.  Curt Weil\, CFP® will once again be the presenter. \nTo register for Ethics click here. \nTo register for both Ethics and the Chapter Meeting\, click here. \nAttendance at the Chapter Meeting is not required to attend the Ethics session. \nPricing for Ethics: \n\n$40 Members\n$60 Non-Members
URL:https://www.fpasv.org/event/cfp-ethics-july-2018
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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