Program for Orange County (California) Financial Planning Day, 8 October 2011

7/21/2019 Program for Orange County (California) Financial Planning Day, 8 October 2011

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BROUGHT TO YOU BY

Orange CountyFinancial Planning Day

SATURDAY, OCTOBER 8, 2011


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Welcome

Welcome and thank you for attending todays Financial Planning Day!

Dear Financial Planning Day attendee,

You may have come across the term financial planning and wondered what

it means. You may have decided to start your own financial plan but youre not

sure how to begin. Or you may have a specific question about your personal

financial planning situation and feel its time you went to a financial planner for

some professional advice. No matter what category you are in, todays FinancialPlanning Day can help you get the information you need.

We are very pleased to welcome you to this special event. Over the years, our

organizations have seen up close the economic challenges people are facing

across our nation. Many have pressing financial questions that need answers, and

unfortunately, many have not had the opportunity to discuss those questions with

professional financial planners. This has presented usthe financial planning

community and local governments nationwidewith a shared vision to unite ourcollective resources and bring you Financial Planning Days.

Todays Financial Planning Day is an opportunity to get your financial questions

answered by professional financial planners. These professionals include those

who have earned the prestigious CERTIFIED FINANCIAL PLANNERcertification

and experts from the Financial Planning Association. Your conversations are

confidentialthere will be no sale of products or services and not even a business

card will be offered. In other words, there are no strings attached. In addition to

the one-on-one advice, youll be able to attend educational workshops addressing

popular financial topics.

We hope that todays Financial Planning Day will provide you with first-hand

experience on how financial planning can improve your life. And to help you get

started with your own financial plan after todays event, be sure to pick up the free

publications and resources.

Sincerely,

Certified Financial Planner Board of Standards

Financial Planning Association

Foundation for Financial Planning

The United States Conference of Mayors


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Schedule

10:00am4:00pmAsk-a-plannerclinicRooms 108 & 110

10:00am

Public registration opens

Workshops

10:10am10:50am

ForgingYourFinancialFuture

10:00am10:10am Room 111

Welcome addressOrange County Supervisor William Campbell

11:00am11:50am

12:05pm12:50pm

4:00pm Conclusion

1:00pm1:50pm

2:00pm2:50pm

Choosingthe RightInsurancefor EveryStage in

Life

ReverseMortgages:Why andHow

Elder CarePlanningforCaregivers

MedicareUpdate

Real WorldRetirementPlanning

UnderstandingCreditReports &Scores

EstatePlanning:WhatEveryoneNeeds ToKnow

The TruthAboutEstatePlanning

InvestingBasics: Bea Smart

Investor

TaxPlanningin a

ChangingWorld

RaisingFinanciallyAware Kids

InvestinginUncertainMarkets

SocialSecurityUpdate

A LifetimeofFinancialSecurity

UnderstandingCreditReports &Scores

Session 1Room 111A

Session 2Room 111B

Session 3Room 111C

Session 4Room 102

12:00pm12:05pm

A representative from the office of the Honorable JimSilva, California Assemblyman, 67th District, will presentmembers of the OC FPD Steering Committee with aCalifornia Legislature Assembly Resolution recognizingFinancial Planning Week Room 111


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Volunteers

For your convenience, contact information for financial planners who have volunteered at todays

Financial Planning Day is included in this directory, along with additional languages they speak other

than English. Please note that we have verified only that each volunteer holds CFPcertification; other

designations listed are provided at the request of the individual and have not been verified.

Linda Barlow, CFP

2700 N. Main St. # 850

Santa Ana, Ca 92705

714-953-1232

[email protected]

Paul Bednarski, CFP

71 Summerstone

Irvine, CA 92614

949-923-0380

[email protected]

Robert Bubnovich, CFP

24 Starlight

Irvine, CA 92603

949-241-3065

[email protected]

www.riofinancialadvisors.com

Spanish, Portuguese

Brad Callen, CFP

1700 W. Katella Ave

Orange, CA 92867

714-628-5200

[email protected]

Ken Charlton, CFP

4199 Campus Dr Ste 550

Irvine, CA 92612

949-509-6578

[email protected]

Carolanne Chavanne, CFP

19001 S Western Ave, T106

Torrance, CA 90501

310-618-5370

[email protected]

Patrick Chu, CFP

610 Newport Center Dr, Suite 950Newport Beach, CA 92660

949-760-6215

[email protected]

Delia Fernandez, MBA, CFP

5212 Katella Avenue, Suite 205

Los Alamitos, CA 90720

562.594.4454

[email protected]

www.fernandezllc.com

Robert Foley, CFP

17542 E. 17th St., Suite 110

Tustin, CA 92780

[email protected]

www.foleyfinancialgroup.com

Fred Giron

1820 E 1st St, Suite 500

Santa Ana, CA 92705

714-569-2709

[email protected]

pridemark-everest.com

Spanish

Gary Grinsell, CPA

19132 Mesa Drive

Villa Park, CA 92861

714-595-8630

[email protected]

Ryan Gunn, CFP

2629 Townsgate Rd Ste 245

Thousand Oaks, CA 91361

[email protected]

Spanish

Heather Hackett, CFP

2286 N. State College Blvd.

Fullerton, CA 92831

714-798-4015

[email protected]

www.newcastlefa.com


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Volunteerscontinued

Cindy Havenhill, CFP

3000 E. Birch St. Suite 103

Brea, CA 92821

714.801.8473

[email protected]

www.cindyhavenhill.com

Ryan Hawkins, CFP

2400 E. Katella Ave., Suite 1000

Anaheim, CA 92806

[email protected]

www.ryanhawkins.com

Emily Hermeno, CFP

3100 Bristol St, Suite 125

Costa Mesa, CA 92626

714-241-0212

[email protected]

Kaitlin Hewell, CFP

Po Box 1047

Laguna Beach, CA 92652

949-715-7675

[email protected]

www.lagunafinancial.com

Julie Holmes-Grady, CFP, MBA, CPA

15392 Cherbourg Avenue

Irvine, CA 92604

949 551 5359

[email protected]

Kevin Howard, CFP

19800 MacArthur Blvd. Suite 1400

Irvine, CA 92612

949-862-1282

[email protected]

https://home.wellsfargoadvisors.com/kevin.

howard

Stanley Hutchinson, JD7755 Center Ave. Ste.1100

Huntington Beach, CA 92647

(714) 964-0103

[email protected]

www.stanlaw.net

Andi Kang, CFP

17011 Beach Blvd., #680

Huntington Beach, CA 92647

714 962 1800

[email protected]

www.crownwm.com

Korean

Brandt Kuhn, CFP

787 N. Palm Canyon Dr.

Palm Springs, CA 92262760 969 7102

[email protected]

www.iwmgmt.com

Marie Liu, CFP

211 Imperial Hwy., Ste. 103

Fullerton, CA 92835

(714) 521-7600

[email protected]

www.ameripriseadvisors.com/marie.w.liu

Cantonese, Mandarin

Andy McVay, CFP

500 N sttate college blvd suite 1100

Orange, ca 92867

7149124272

[email protected]

www.avalonfa.com

Gary Miller, CFP

30101 Town Center Dr, Ste 100Laguna Niguel, CA 92677

949-249-2057

[email protected]

Saurin Munshaw, CFP

3920 E. Coronado St., Ste. 111

Anaheim, CA 92807

714-238-9220

[email protected]

www.saurinmunshaw.comGujarati, Hindi

Dwight Nakata, CFP

18000 Studebaker Road, Suite 695

Cerritos, CA 90703

714 329 5022

[email protected]

www.smartwealthadvice.com


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Volunteerscontinued

Tim Neuville, CFP, ChFC, CLU

15707 Rockfield #245

Irvine, CA 92618

9492961161 103

[email protected]

www.timneuville.com

Jason Owyang, CFP

65 Enterprise

Aliso Viejo, CA 92656949-330-6030

[email protected]

Kari Pel, CFP

110 E Wilshire Ave Suite G-8

Fullerton, CA 92832

714-526-2668

[email protected]

www.pelandassociates.com

Balaji Rao

695 Town Center Dr


949 981 3981

[email protected]

www.balajirao.wrfa.com

Chip Rathmell, CFP

2677 N. Main Street Suite 1000

Santa Ana, CA 92705

[email protected]

http://fa.morganstanleyindividual.com/charles.

rathmell.ii

Richard Reimers, CFP

30448 Rancho Viejo Rd. #110

San Juan Capistrano, CA 92675

949-234-2340

[email protected]

www.reimerswealthadvisorygroup.com

Millie Rhodes, CFP

28241 Crown Valley Pkwy, F-419

Laguna Niguel, CA 92677

949-347-7258

[email protected]

www.rhodesltc.com

Donald Riggs, CFP

1 Park Plaza, Suite 470

Irvine, CA 92614

[email protected]

Blake Rose, CFP

2900 Bristol Street, A107


714-263-0301 19

[email protected]

www.centaurusfinancial.com

John Rumbold, CFP, EA

3 Winterhaven

Irvine, CA 92614

714-425-7202

[email protected]

www.rfta.biz

Edward Runyon, CLU

4695 MacArthur Ct #1100

Newport Beach, CA 92656

949-460-0342

[email protected]

Andrew Scammon

3030 Old Ranch Pkwy; Suite 450

Seal Beach, CA 90740

5627430111

[email protected]

www.longbeachreversemortgage.com

Jerry Schmitt, CFP18400 Von Karman Ave - 400

Irvine, CA 92660

949 474-6827

[email protected]

www.LFA-Sagemark.com


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Volunteerscontinued

Jacob Shen, CFP

2 Park Plaza, Suite 1120

Irvine, CA 92614

9496600044

[email protected]

www.ameripriseadvisors.com/jacob.x.shen

Chinese

Bonnie Stramer, CFP

16361 Fairway Ln.

Huntington Beach, CA 92649714-840-2080

[email protected]

www.hbtaxlady.com

Aileen Suzuki, CFP

4701 Teller Ave Ste 101

Newport Beach, CA 92660

(949)261-8630 120

[email protected]

www.lifeplans-financial.com

Marva Thomas, CIC

4 Veroli Ct

Newport Coast, CA 92657

949-235-9100

[email protected]

www.capstanins.com

Helen H Timpe, CFP

800 Newport Center Drive, ste 700

Newport Beach, CA 92660949-760-2401

[email protected]

www.morganstanley.com/fa/thetimpegroup

Caleb Tsang, CFP

8450 Garvey Avenue, Suite 230

Rosemead, CA 91770

626-248-6880

[email protected]

www.vinepointwm.comMandarin, Cantonese

Corvi Urling26895 Aliso Creek Rd #563

Aliso Viejo, CA 92656

9493716213

[email protected]

www.corvijurling.com

Bryan Ward, CFP

77 Kyle Court

Ladera Ranch, CA 92694

[email protected]

www.moneywrites.com

Michael Wittick, JD

7700 Irvine Center Drive, Suite 800

Irvine, CA 92618

949-858-5970

[email protected]

www.witticklaw.com

Mandy Woo, CFP

2 Park Plaza, Ste 820

Irvine, CA 92614

949.387.8057

[email protected]

www.ameripriseadvisor.com/mandy.m.wu

Chinese, English

Our sincereappreciation for all our volunteers who have helped makethis day a success and beneficial for all!


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Topics

General financialplanning Planning your nancial future

College planning

Debt reduction & credit repair

Money management & budgeting

Special circumstances Job loss and job change

Foreclosure assistance

Change in marital status

Investment planning Investment strategies

Asset accumulation

Generating investment income

Retirement planning Building a retirement fund

401(k) and 403(b) plans IRA accounts

Social Security

Income tax planning Tax reduction strategies

Charitable contributions

Small business taxation

Estate planning

Building an inheritance Wills and trusts

Estate tax strategies

Insurance planning Life insurance coverage

Disability insurance

Long-term care planning

Employee benefits Managing health insurance

Health savings accounts

Pension benets


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Notes


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Notes


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Notes


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Acknowledgments

For additional resources and to learn about future events, visitwww.FinancialPlanningDays.org

Orange County Financial Planning Day is presented by Financial Planning Association of Orange County

Certified Financial Planner Board of Standards

Foundation for Financial Planning

The United States Conference of Mayors

Additional support has been provided by

California Jump$tart Coalition

California State Assembly, 67th District, Mr. Jim Silva

Consumer Credit Counseling Services of Orange County

Fernandez Financial Advisory, LLC

Orange County Supervisor, Third District, Mr. Bill Campbell

Orange County Treasurer, Ms. Shari Freidenrich

Steering committee

Carolanne Chavanne, FPA of Orange County

Julie Holmes-Grady, FPA of Orange County

Andi Kang, FPA of Orange County Edward Mora, FPA of Orange County

Ralph Adamo, FPA of Orange County

Wesley Gunter, FPA of Orange County

Juna Chang, FPA of Orange County

National media sponsor

Documents

Program for Orange County (California) Financial Planning Day, 8 October 2011