When

Thursday, January 23, 2020 from 12:00 PM to 1:30 PM PST
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Where

Lane Florence LLC 
850 Iron Point Road
Suite 114 in the Conference Room
Folsom, CA 95630
 

 
Driving Directions 

Contact

Holly Wilkerson 
FPA of Northern California 
(916) 443-4237 
holly@fpanc.org 
 

1-23-20 - Study Group Meeting 

Hello Fellow FPA Members and Sponsors, 

Please join us on Thursday, January 23, 2020 at the office of Lane Florence LLC in Folsom for the first Study Group Meeting of the New Year. We will be meeting from 12:00 pm – 1:30 pm. This is normally a brown bag lunch, but Lane Florence LLC has graciously offered to provide lunch for us, so be sure to register!

The address is:
850 Iron Point Road
Suite 114 in the Conference Room
Folsom, CA 95630
Contact: Judy Ho
Phone: (916) 351-5905
Note: Conference room is located directly behind reception. 

Since this is a new year, we thought it would be timely to share a new set of 10 “Case Studies” from the CFP Board designed to provide practical guidance to CFP professionals and their firms in understanding and complying with the new Code of Ethics and Standards of Conduct that became effective October 1, 2019 and will be enforced beginning June 30, 2020. It’s never too early to be prepared! (Click here to access the case studies) 

The new case studies supplement the 12 case studies released in June. Each case study presents a hypothetical factual circumstance and then asks a question about a CFP professional’s duty in that circumstance under the Code and Standards. The case study presents the response options, identifies the best response, and then discusses the rationale for why that response is the best and why the other response options are not the best. 

Feel free to bring questions or dilemmas that have arisen in your practice.   

See you there!

Thank you, 

Karen Miller, CFP, CFPA
Past President
FPA of Northern California