When

Friday, December 8, 2017 from 7:30 AM to 10:00 AM PST
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Where

Rancho Cordova City Hall 
American River North Room
2729 Prospect Park Drive
Rancho Cordova, CA 95670  

 
Driving Directions 

Agenda 

7:30 am

Registration & Networking

 

8:00 am 

Welcome, Chapter Festivities, Sponsor Acknowledgements & Breakfast

 

8:30 am

Presentation Begins 

 

9:30 am 

Q & A / Presentation Ends

 

9:45/10:00 am 

Raffle & Closing Remarks


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 Topic: 
Expanding Your Tool Box: Add Charitable Techniques to Your
Problem-Solving Capabilities

Panel:
Jim McCallum, Chief Financial Officer Sacramento Region Community Foundation

Kristin Capritto, Estate Planning Attorney
Downey Brand, LLP
Moderator:
Elfrena Foord, Partner
Foord, Van Bruggen & Pajak Financial Services   
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Description:
As we head into the holiday time of the year, we tend to feel more charitable and focus on the gift of giving to others. We wanted to use this as our theme for the December meeting. Please join us for the last meeting of 2017 for a panel on how to solve client problems using charitable techniques. This panel will talk about how to solve problems such as:
 
  • Increasing client's income from their CD portfolio;
  • Increasing cash flow from frozen capital gain assets;
  • Keeping taxable income down when RMD from retirement plans start;
  • Expanding kids' inheritance so it isn't just all about the money. 
You won't want to miss this panel discussion from some of the local industry experts!
 
Since this is our last meeting of 2017, the following celebratory activities will also be taking place:
 
- Saying thank you to our 2017 board members;
- Voting in our 2018 board members;
- Thanking our volunteers;
- Thanking our sponsors;
- Announcing the winner of the Chapter Service Award;
- Raffle for signing up to pre-pay your meeting dues for
  2018
 
FPANC accomplished a lot in 2017! We could not have done it without the hard work of our board and the support of our members and sponsors. Join as we celebrate together in all of the success that was accomplished in 2017. 
*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 
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About the Speaker(s):
  
Jim McCallum 
Jim McCallum, Chief Financial Officer for Sacramento Region Community Foundation. He has an extensive background in the areas of estate planning, tax, securities, planned giving and insurance.
 
 
 
     
Kristin Capritto 
 


Kristin Capritto, an estate planning attorney with Downey Brand, LLP. Her legal education and experience spans nearly two decades and she specializes in all areas of estate planning, taxation, and charitable planning.
 
 
   
                                        
Elfrena Foord 
Elfrena Foord, partner in Foord, Van Bruggen & Pajak Financial Services. She has been a CFP since 1983 and a Chartered Advisor in Philanthropy since 2009. She was  the President of our FPA of Northern California chapter in 1985-86.