When

Tuesday, November 15, 2022 from 1:30 PM to 3:00 PM PST
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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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  VIRTUAL CHAPTER MEETING

Tuesday, November 15, 2022 (NOTE NEW DATE & TIME)
 

Title:

Planning with Net Unrealized Appreciation 

Speaker(s):
Jeffrey Levine, CPA/PFS, CFP, CWS, BFA, MSA
Lead Financial Planning Nerd, Kitces.com, Chief Planning Officer,  Buckingham Wealth Partners

Thank You to Our Meeting Strategic Partner!


 

Program Description:
The number of individuals with large portions of their wealth in retirement plans is growing.  What is more, even though most individuals have a handful of options once they have separated from service or once they can access to their retirement plan funds (401k, 403b), many choose what is typically the worst option, a lump sum distribution. In this webinar advisors will learn how to make the most out of the worst situation by taking a deep dive into Net Unrealized Appreciation.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Speaker(s):

Jeffrey Levine, CPA/PFS, CFP, CWS, BFA, MSA
Lead Financial Planning Nerd, Kitces.com, Chief Planning Officer,  Buckingham Wealth Partners

Jeffrey Levine, CPA/PFS, CFP, CWS, BFA, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Buckingham Wealth Partners. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax updates in GIF-filled tweets storms, and via his personal website, www.FullyVestedAdvice.com.

Agenda:
1:30 pm - 2:00 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
2:00 pm - 3:00 pm – Speaker's Presentation
3:00 pm - Program Closes