FPASF Logo 2013

When

Thursday December 4, 2014 from 11:30 AM to 1:00 PM PST
Add to Calendar 

Where

Larkspur Landing 
Upstairs Conference Room
100 Larkspur Landing Circle
Larkspur, CA 94939
 

 
Driving Directions 

Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

Follow Us

FB   LI  Twitter

e-Newsletter Sign Up

 

 

Marin Brown Bag Lunch Meeting Details
Note:  FPA SF Brown Bag Lunch Events require FPA membership to attend. FPA members fromother chapters are welcome to attend as well as guests of FPA members. Please bring your own as lunch
will not be provided. 


Thursday, December 4, 2014
11:30 am - 1:00 pm
Larkspur Landing
Upstairs Conference Room

100 Larkspur Landing Circle, Larkspur, CA

Topic:
Startup Wealth: Guiding Clients Through Liquidity Events

Speaker:
Joyce Franklin, CPA, CFP
JLFranklin Wealth Planning

Thank You to Our Meeting Sponsor:
iShares Newsletter

                                                   


 

Program Description:
An exploration of the Entrepreneur’s Wheel of Life, along with comprehensive discussions of equity awards, stock options, and techniques for helping entrepreneurs and startup employees maximize their wealth. Joyce will discuss her first book, Startup Wealth, written based on interviews with more than 65 entrepreneurs, executives, venture capitalists, and advisors who offer advice for making smart financial decisions in all phases of a startup. She will share entertaining success stories and revealing lessons learned from the founders of Tesla Motors, the CFO of Yahoo, and other tech luminaries.

Speaker's Bio:
Joyce L. Franklin, CPA, CFP
Joyce L. Franklin, CPA, CFP, is the founder of JLFranklin Wealth Planning and the author of Startup Wealth: The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security. Joyce is also the author of Life, Liquidity & the Pursuit of Happiness: How to Maximize and Preserve Your Startup Wealth and Live Your Dreams, to be published in October. A longtime advocate for financial literacy and an alumna of Deloitte and Ernst & Young, she advises many executives and high-tech entrepreneurs. Joyce has nearly two decades of personal financial planning experience and more than 25 years of tax expertise. She holds a Graduate Certificate in Personal Financial Planning from the University of California, a Master of Science in Taxation from San Francisco State University, and a Bachelor of Science in Commerce from the University of Virginia. Follow Joyce on Twitter @JoyceLFranklin.

*The above presentation has been approved for 1.0 hour of CE credit by the CFP Board