November/December 2011

>JOIN OR RENEW YOUR MEMBERSHIP NOW<

The Financial Planning Forum is a dynamic group of Bay Area professionals with compelling influence and diverse expertise spanning a wide range of disciplines. By connecting with each other and becoming more involved within the Financial Planning Forum, members not only expand their network and community among other like-minded professionals, but also find outstanding benefit from each other's valuable contributions!

The first step is to register or renew your membership! 

Once you have renewed your membership, we would LOVE for you to get more involved! 

Attend our next meeting on Tuesday, December 6 and sign up to be an active member of one of our three committees:  Membership Committee, Program Committee or Communications Committee.  Click here to find out more about our standing committees.

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Tuesday, December 6 Meeting:
Mary Kay Foss, CPA, Speaks on IRA Planning Strategies

How your clients can tap their retirement plan assets before age 59-1/2 and beyond

>>> REGISTER NOW FOR DECEMBER 6 <<<

Mary Kay Foss, CPA will discuss how your clients can tap their retirement plan assets before age 59-1/2 and beyond. The rules have changed in the last few years but there are ways to make the system work in your favor. Early distributions from qualified plans, IRAs and Roth IRAs will all be discussed as well as how to plan for required distributions at age 70 and 1/2. Read more about the speaker.

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President's Message

Your best client calls and leaves a message for you this afternoon.

She has just taken an early retirement package and received a significant lump-sum payout from her employer’s profit-sharing plan, which she is planning to roll over into an IRA to avoid paying an immediate tax on the payout. Your client just turned 60 and is very concerned about her financial well-being and her ability to maintain a healthy standard of living. She is confused about IRA distributions – all those rules, penalties and tax consequences of making a mistake. She most of all needs to know how she can get her money out of her IRA to meet her retirement needs.

She knows that you will be able to sort this out for her, so please be sure to call her in the morning!

Sound familiar? On December 6, Mary Kay Foss will discuss planning opportunities for our clients who are nearing retirement and who will need to use funds from their IRAs in post-retirement years. Come with your ideas and perhaps a few “war stories”!

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October 18 Meeting: Laura Roden on Alternative Assets

Laura Roden, Founder & Managing Director, VC Privé LLC, was our speaker on Tuesday, October 18. Ms. Roden provided an excellent overview of the alternative investment market. She described two main categories of alternative investment – private equity and hedge funds. First, she explained and compared the structure and terminology for each investment class relating to expenses, fees, and returns. She compared the funds invested in each asset class, with the largest increase by far being in hedge funds. She also compared the historical returns of each investment class, as well as the effect of factors such as track record and fund start date on those returns.

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Membership Types:
Regular, Sustaining or Corporate

Renew your membership now by by going to our web site www.financialplanningforum.org>

Show your support by upgrading to a Sustaining Member or to a Corporate Member. Please contact Neal Coogler at info@financialplanningforum.org to change your type of membership. 

Join the Financial Planning Forum and Receive:

• Admission to Forum dinner meetings at reduced Member pricing
• Special Guest pricing for your guests
• Exclusive e-mail announcements and meeting information
• Recognition of your membership on the Forum’s web-based membership directory

Regular Member - $85
All benefits listed above for one (1) named financial professional.

Sustaining Member - $150
All Regular Member benefits for one (1) named financial professional plus:

• special recognition on the Forum’s e-mailed newsletters
• special recognition on the Forum’s web-based membership directory
• special recognition at the Forum’s dinner meetings

Member dinner pricing for your guests – a savings of $10 per dinner

Corporate Member - $600
All Sustaining Membership benefits for three (3) named financial professionals plus:

• home page recognition of corporate logo on the Forum’s website
• prominent recognition of Corporate Membership at the Forum’s dinner meetings

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