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PRESIDENT’S MESSAGE

The Website committee has been hard at work and presented several concepts at our April Board meeting. The Board approved a new design and concept which will bring a much stronger appearance and greatly enhanced functionality to our website. The committee will go back to our designer and website guru and finalize the new appearance and functionality. We hope to be ready to post it by the end of June.

At the May meeting, the Board will elect 3 new directors for a term of 3 years, and it will be the last meeting for Board members Holly Wong Agbayani, Janet Craig, and Jeanne Smith.

It’s hard to believe that we are at the end of another year for the Financial Planning Forum. Our meeting on May 23 will the last of the year, and you wont want to miss it. We will begin with socializing, a hosted bar and appetizers at 5:00, instead of our usual time in the outdoor courtyard at the Stanford Park. Our thanks to Krista Conover and Borel Private Bank & Trust Company for their generous contribution and sponsorship for this event.

We will begin planning for the programs for the coming year this month, and encourage you to submit your suggestions for topics or specific speakers. Feel free to send them to me, or to our President Elect, Todd Flessner,

Last Month’s Program

FPF member Brad Elman presented a great program on recent developments in insurance. He discussed the dramatic decline in the number of companies writing disability insurance in the last decade and the implications for us as professionals, and for our clients. There has been great turmoil too in the long term insurance market, and Brad enlightened us on the implications for us today.

May 23 program

Finally, on May 23, Palo Alto attorney Peter Stern will talk about the issues facing us as we advise our client who are parents, facing our clients as they try to “parent” their parents, and facing us as we deal with these same issues in our own lives. Peter will address practical and legal issues facing professionals as they try to advise their clients.

Peter is an expert in representing seniors in all sorts of estate planning situations, including Medi-Cal issues.