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SUMMARY:September 2020 Chapter Meeting
DESCRIPTION:Overview:\nTopic: Investment Storytelling in the Age of Data\nSpeaker: Dr. Apollo Lupescu\, Vice President at Dimensional Fund Advisors\nFeatured Partners: Christina Gray\, Stonecrest and Mike Sukle\, NFP\nLocation: Virtual Event \nApollo Lupescu will help assist advisors in structuring a more effective communication strategy around their investments for both clients and prospects. The session will provide advisors with a framework that can be applied to a variety of conversations and questions. The topics will include Dimensional’s 4S framework\, articulating current investing and world themes\, and communication best practices in a virtual setting. \nNote the earlier start time – 11:30 am. We will have announcements and networking in breakout rooms prior to the presentation. You also have the option for open networking after the meeting ends. \nAbout the Speaker:\nDr. Lupescu is vice president at Dimensional Fund Advisors\, one of the premier investment managers in the world. In his role he is responsible for communicating Dimensional’s academic foundations and investment beliefs to financial professionals and individual investors across the world. He is considered the “secretary of explaining stuff”\, because he excels at delivering thought provoking presentations in a clear and understandable way. Apollo has been with Dimensional for over 16 years\, and prior to that taught at University of California and he also had his own consulting firm. Apollo received his PhD in economics and finance from UC Santa Barbara. He holds a BA in economics from Michigan State University\, where he competed and coached water polo. \nWebinar Registration: (Note that fees have changed beginning 8/14/2020)\nMembers $25\, Non-members $75\, Student $10 \nRegistration: Click here
URL:https://www.fpasv.org/event/september-2020-chapter-meeting
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20200918T120000
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SUMMARY:CE Webinar with a Chapter Partner
DESCRIPTION:Overview:\nWe will examine costs and misconceptions about reverse mortgages\, and then review multiple case studies of them to manage sequence of returns risk\, Long Term Care risk\, improve household cash flow\, delay Social Security or asset distributions\, provide tax-free income and much more. It is one thing to talk about concepts\, but it is another to show specific details of the use cases. \nTopic: Effective Financial Planning Strategies Using Housing Wealth  \nSpeaker: Steve Resch\, VP of Retirement Strategies at Finance of America Reverse\, and also an Investment Advisor and partner in a wealth management firm. \nFeatured Partner: Mike Gallagher\, Finance of America Reverse Mortgage \nAbout the Speaker: \nAs Vice President of Retirement Strategies at Finance of America Reverse\, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan. He is also the designer of The Reverse Illustrator\, our proprietary software program that graphically displays the features and flexibility of a reverse mortgage over a 30‐ year term.\n\nSteve’s career in financial services spans over 30 years\, first as a fixed income\nanalyst on Wall Street\, and for the past 25 years as a partner in a wealth\nmanagement firm. His practice is focused on effective retirement income\nstrategies and will often include a reverse mortgage to manage cash flow\, income tax\, market performance and other considerations to help enhance an effective retirement income distribution plan.\n\nSteve is a subject expert source\, interviewed by numerous media outlets\nincluding Nasdaq Trade Talks\, Yahoo Finance\, Barrons\, among others\, and is a frequent speaker at both national and regional professional conferences. \nCost: Free to FPA Members \nRegister Here.
URL:https://www.fpasv.org/event/ce-webinar-with-a-chapter-partner
LOCATION:CA
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