Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E: EastBayFPA@gmail.com   /  W: www.FPAEastBay.org

When

Wednesday August 6, 2014 from 7:15 AM to 9:00 AM PDT
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Where

Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507
 

 
Driving Directions 


 Program is Sponsored by: 

Lord Abbett

 
 Lord Abbett

Doug Stockslager -- (201) 827-2897







 

 

Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at 

http://www.fpanet.org/Chapters/EastBay/Sponsors/

 

 


 

FPA East Bay Breakfast Meeting 8/6/14 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 
Advanced "Late Stage" College Planning -
Helping Middle and High-Income Parents
Reduce Their Out-of-Pocket College Expenses
Presented By: Deborah Fox, Fox Financial Planning Network
(1 Hour of CE credit for this course)
  

Most financial advisors are aware of college savings strategies to recommend to their clients; however many advisors have not had much exposure to the planning stage when parents have a child in high school and the focus needs to shift from how to accumulate funds to how to mitigate the upcoming college bills. This session will cover various academic, admissions, financial aid, cash flow and tax reduction strategies advisors can recommend to their clients to potentially reduce their out-of-pocket college costs by tens of thousands of dollars. While much of the information covered will be relevant to families at all income levels, there will be an emphasis on strategies appropriate for clients who will not qualify for much or any need-based financial aid. A case study will be presented to demonstrate the application and effectiveness of combining various strategies.

 

About Our Speaker

Deborah Fox has been a financial advisor in San Diego, CA offering holistic financial planning services for over 25 years. Deborah is also known as one of the leading college funding experts in the country.  She founded Fox College Funding LLC as a niche practice to help guide families through the complexities of “late stage” college funding strategies and applying for college financial aid. Deborah also provides advanced college planning continuing education to financial advisors and tax professionals through Fox College Funding Academy.

Deborah is also the founder of Fox Financial Planning Network, which provides training and consulting to financial advisors on how to get systems and workflows in place for the delivery of their client services to increase revenues, work more efficiently and deliver consistent, exceptional service to their clients without working harder.

 Deborah is a sought out speaker for both public and professional groups such as the Financial Planning Association (FPA), AICPA, and various custodians and broker/dealers. Deborah has been widely interviewed and quoted in both local and national media such as: 

  • ABC World News
  • Kiplinger’s Personal Finance
  • The Wall Street Journal
  • Money Magazine
  • Business Week
  • Investment News
  • Newsweek
  • Financial Advisor Magazine
  • Forbes
  • Financial Planning Magazine
  • Fox News
  • The San Diego Union Tribune
  • Wealth Manager Magazine
  • Accounting Today

 

Wednesday, August 6, 2014

7:15am -9:15am  

Charge: $30 FPA Member   |   $40 Guest   |   $20 CFP Student   |   $15 Child (12+)