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DTSTART;TZID=America/Los_Angeles:20241114T113000
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UID:3664-1731583800-1731591000@www.fpasv.org
SUMMARY:November 2024 Chapter Meeting
DESCRIPTION:Click Here To RSVP\nTopic: New Perspectives on Roth Conversion\n\n\nSPEAKER: Barry H. Sacks\, PhD\, JD\n  \nSUMMARY \n\nJoin us for an insightful presentation on the costs and benefits of using a Reverse Mortgage Credit Line to pay the tax for a Roth conversion of an IRA or 401(k). We’ll begin by comparing the advantages of Roth vs. traditional accounts\, followed by a discussion of the financial impacts of various tax payment options\, including securities\, cash\, and reverse mortgages. A quantitative analysis\, including Monte Carlo simulations and tax treatments\, will showcase the differences in after-tax cash flow and legacy outcomes. Don’t miss this detailed exploration of a key financial strategy! \n\nSPEAKER BIO \nBarry Sacks\, a graduate of Harvard Law School\, has practiced primarily in the area of retirement plan law. He has been a Certified Specialist in taxation law for more than 40 years\, and he has been listed in “Best Lawyers in America” for more than 20 years. \nBarry also holds a Ph.D. in theoretical physics from MIT. His doctoral dissertation involved extensive mathematical modeling. This modeling carried over to his pioneering research paper modeling the use of reverse mortgage credit lines to offset the adverse sequence of investment returns in retirement accounts. This Coordinated Strategy enables significant enhancement of the sustained cash flow throughout long retirements. \nThe first research paper\, presenting the “Coordinated Strategy\,” was published in the Journal of Financial Planning\, in February 2012. Two sequels\, expanding the application of the Coordinated Strategy to a much wider range of retirees than initially recognized\, were published in the same journal\, in October 2017 and December 2021. (The 2017 paper was co-written with Stephen Sacks and Peter Neuwirth. The 2021 paper was co-written with Stephen Sacks and Philip Walker.) \nMore recently\, Dr. Sacks’s research on the uses of reverse mortgages has been in the realms of providing liquidity in Silver Divorce and providing the means for doing Roth conversions of traditional IRAs and 401(k) accounts. \n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session  \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/november-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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DTSTART;TZID=America/Los_Angeles:20241116T103000
DTEND;TZID=America/Los_Angeles:20241116T140000
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SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday\, November 16\, 2024\nCLICK HERE TO SIGN-UP\n\n\nSan Mateo Financial Planning Day\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the San Mateo Main Library Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nThe event will take place on Saturday\, November 16\, 2024\, 10:30am to 2pm.\n\nPlease note that per the FPA of Silicon Valley guidelines\, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).\n\nLogistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits\, logistics volunteers will be allowed to sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how different planners may approach many different kinds of financial issues that arise.\n\nRefreshments will be provided to our volunteers.\n\nThank you for your time\, and if you have questions\, please contact the event organizer\, Kalvin Sid\, CFP(R)\, at kalvin@sidfinancial.com or 650-378-8588. See you there!
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-8
LOCATION:San Mateo Public Library\, 55 W 3rd Ave\, San Mateo\, CA\, United States
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DTSTART;TZID=America/Los_Angeles:20241121T170000
DTEND;TZID=America/Los_Angeles:20241121T190000
DTSTAMP:20241021T212714Z
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UID:3870-1732208400-1732215600@www.fpasv.org
SUMMARY:November 2024 Next-Gen Social
DESCRIPTION:Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen\, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect\, share insights\, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift\, our networking social offers a welcoming environment to explore opportunities and expand your professional network.
URL:https://www.fpasv.org/event/november-2024-next-gen-social
LOCATION:Yard House @ Santana Row\, 300 Santana Row Suite 101\, San Jose\, CA\, 95128\, United States
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