FPASF Logo 2013

When

Tuesday, May 12, 2020 from 3:00 PM to 4:30 PM PDT
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Where

This is an online event. 
 

 
 

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

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  Meeting Details - WEBINAR

Tuesday, May 12, 2020 
3:00 pm - 4:30 pm


Title:

Financial Planning in the Time of Coronavirus: Making Lemonade
Out of Lemons

 Panelists:
Landon Loveall, CFP, Partner, KB Financial Advisors
Sandi Bragar, CFP, Managing Director in Planning Strategy
& Research, Partner, Aspiriant
Lauren Stansell, CFP, Partner, Senior Financial Planner, Yeske Buie

Thank You to Our Meeting Strategic Partner:

 

Program Description:
World events, market upheaval, crisis: These can be times of great stress and also times of great opportunities. During this period of great uncertainty, how do we help safeguard clients and take advantage of new opportunities while setting up clients for success in the future? Join our distinguished panel of experienced advisors as they share what planning opportunities they are working on and what pitfalls they are working to avoid.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
*Webinar login information will be sent prior to the meeting.  
 

Panelists:
Landon L
oveall, CFP, Partner, KB Financial Advisors


Landon Loveall is a certified financial planner and partner with KB Financial Advisors, a fee-only firm focused on busy professionals. Since 2014, Landon has worked with tech employees, who are trying to maximize their stock options. He regularly writes on the KB Financial Advisors blog about the unique scenarios presented by employee stock options. When not working with clients in California, you can find Landon, his wife Melissa, and their three children kayaking down the Duck River near their hometown of Columbia, TN.

Sandi Bragar, CFP, Managing Director in Planning Strategy & Research, Partner, Aspiriant


Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002. Her areas of expertise include financial planning, developing strategies for concentrated stock positions, charitable gift planning and retirement planning. In addition to serving clients, Sandi is a Managing Director of Aspiriant’s Planning Strategy & Research team. She is responsible for creating best practices that help clients navigate the complex facets of their financial lives. Sandi works with our advisors to hone their understanding of both the intellectual and emotional spectrums of wealth by creating practices that break down challenging topics into a digestible format and provide context and clarity every step of the way. Sandi began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm’s Personal Financial Counseling practice, providing income and estate tax planning services to senior corporate executives and other high net-worth individuals. Click here to read the complete bio 

Lauren Stansell, CFP, Partner, Senior Financial Planner, Yeske Buie 


Lauren Stansell, CFP earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP Certification Education Track, a CFP Board-Registered program in December 2012. Lauren passed the CFP exam in July 2014 and became a CFP professional in February 2015. Lauren earned her Master’s in Advanced Financial Planning with a concentration in Taxation through Golden Gate University in 2019. Lauren co-founded the Financial Planning Association (FPA) Student Chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to over 70 students, making it the largest student chapter in the country. She handed off leadership after the first year, but loved staying involved and helping the chapter advance. Lauren enjoys engaging with the next generation of financial planners; she served as the Co-Director of NexGen for the FPA of the National Capital Area and is now serving as the Director of Marketing Communications for the FPA of San Francisco. Lauren is currently the 2019 President-Elect of the FPA of San Francisco. Click here to read the complete bio

Agenda:
3:00 - 3:10 pm - Chapter Announcements
3:20 - 3:35 pm - Landon 
3:35 - 3:50 pm - Sandi
3:50 - 4:05 pm - Lauren
4:05 - 4:30 pm - Q & A