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From the President
April 2008

Thank you to past FPF President, Todd Flesner of Stern Mortgage for his fantastic presentation on marketing! It’s easy to see why you have such a successful mortgage business.

This month’s speaker is Tom Brady who will be speaking on the use of Employee Stock Option Plans for closely held businesses. We all know how Google or Intel can create incentives to retain and reward employees for their service and the company’s success, but what can a closely held business do? Come to our next Financial Planning Forum meeting and find out!

May’s program has been finalized AND THE DATE IS MAY 20th! It will be another hosted happy hour with music, wine and cheese.

The May meeting only will begin at 5 p.m.

The Topic: The Impact of the Presidential Candidate’s Economic Policies

More about our April speaker:

Thomas E. Brady is the founding principal of Thomas Brady & Associates and ESOP Advisors Group.  In addition to being active in the structuring and consulting aspects of ESOP design and implementation, his focus has also been on related corporate tax issues, employee benefits and estate wealth transfer. 

Mr. Brady has 40 years of financial services experience in the areas of employee benefits, executive compensation, as well as financial, estate and corporate insurance planning.  He began his career in employee benefits with New England Mutual in 1968.  Ten years later, he formed Thomas Brady & Associates, a financial planning and employee benefits company.

In 1990, he expanded his practice to include ESOPs and formed ESOP Advisors Group, which evolved into an independent entity in 1995 and acquired Arete Management and M.B. Duffey & Company. 

Mr. Brady is a life and qualifying member of the insurance industry’s prestigious Million Dollar Round Table, as well as its exclusive affiliate Top of the Table, comprised of the leading 1% of financial service professionals worldwide.  He also is a registered representative with ValMark Securities, the nation’s leading independent broker dealer specializing in the top echelon of wealth transfer professionals.

Mr. Brady and his wife, Galynn, live in San Mateo, California.  The couple has four grown children.

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You can now register and pay for Financial Planning Forum membership and events on-line. Simply click on the links below and follow the directions on the website. Financial Planning Forum Membership (click here) Your payments can be made using a credit card or a bank account via 123SignUp. The registration page will take you directly to the 123SignUP web site for payment.

If you do not yet have an account with 123SignUp, it's a simple process to enroll. We are hopeful that this will facilitate making it quick and easy to make reservations for future Forum events. If you would like to mail in your payment: please make your check payable to the Financial Planning Forum and mail to: Financial Planning Forum, C/O Karin Swanson, CPA, 2600 El Camino Real, Suite 600, Palo Alto, CA 94306 Call 650.842.0330

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Member Name: __________________________________________ ($47)

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Vegetarian Please make your check payable to the Financial Planning Forum and mail to:

Financial Planning Forum % Karin Swanson, CPA 2600 El Camino Real, Suite 600 Palo Alto, CA 94306 Questions: Call Karin @ (650) 842-0330 Fax: (650) 852-9912

Thank you to our

Sponsors:

• Bernstein Investment Research
• Crist, Schulz, Biorn & Shepherd
• Johnson Marotta
• Lasecke, Weil Wealth Advisory Group
• Miller Law Group, P.C.
• Sullivan & Serwitz

Sustaining Members: