September 2011

September Topic: Liz Kniss on Health Care Reform – Fiscal Implications for Employers and Santa Clara County

>>> REGISTER NOW FOR SEPTEMBER 27 <<<

Members, please note that there is a new title and more focused topic for this meeting.

Santa Clara County Supervisor Liz Kniss represents Santa Clara County's Fifth District, which includes Saratoga, Cupertino, Mountain View, Sunnyvale, Los Altos and the Los Altos Hills, Palo Alto, and Stanford. Prior to her service at the County level, Liz served as both a City Councilmember and as Mayor of the city of Palo Alto.

In her capacity on the Board of Supervisors, she is Chair of the Health and Hospital and Legislative Committees, and is Vice Chair of the Housing, Land Use, Environment and Transportation Committee. She serves on the boards of the Santa Clara Family Health Plan, Joint Venture Silicon Valley, the California State Association of Counties, the Valley Transportation Agency, and the Caltrain Board.

Liz is an advocate for health across the State – and the nation.

She is active at the California State Association of Counties as a member of their Board, Executive Board, and Chair of their Health and Human Services Committee, she also Chairs the Urban Counties Caucus, a collaboration of the largest counties in California. At the National Level, Liz is also active as a member of the National Association of Counties where she is Chair of their Health Policy Steering Committee and sits on the Large Urban Counties Caucus representing the largest counties in the nation.

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Message from the President

Welcome to our 39th year! The Forum’s Board is pleased to announce another year of timely and beneficial programs.

It has to get worse before it gets better, right? That's the silver lining in Santa Clara County Assessor’s annual report, as the South Bay's economy, often seen as a bellweather for the state's financial well-being, has hit "rock-bottom," as in cannot get worse. "Silicon Valley’s economy has finally hit bottom, and is showing meager signs of improvement," Santa Clara County Assessor Larry Stone said in his annual report, released on August 24.

Our first meeting, on Tuesday, September 27, will feature Santa Clara County Supervisor Liz Kniss, who represents Santa Clara County’s Fifth District, presenting on Health Care Reform – Fiscal Implications for Employers and Santa Clara County. Supervisor Kniss is sure to bring a unique insider’s view as an advocate for health in our County, across the State – and the nation. Networking starts at 5:30 PM, and dinner starts at 6:00 PM.

Complete meeting information may be found on our website at www.financialplanningforum.org. There you may register your attendance for the 27th and renew your membership! As you renew your membership, please note our three membership categories (regular member, sustaining member and corporate member). While you’re there, please check out the calendar for scheduled programs throughout the coming year.

See you on the 27th!

Sincerely,
David Sacarelos
President, Board of Directors

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New Membership Type: Corporate Member

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 administrator Neal Coogler 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
All benefits listed above for one (1) named financial professional.

Sustaining Member
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
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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Forum Members Invited to
Silicon Valley Planned Giving Council Mixer on October 5, 2011

The Silicon Valley Planned Giving Council is having their annual reception on Wednesday, October 5th, 5:30 to 8:30 pm at the Ronald McDonald House.  They have extended an invitation to the members of the Financial Planning Forum to come as their guests. Hors d'oeuvres and wine will be served. This is an opportunity to network with local industry professionals and get a guided tour of the Ronald McDonald House. Please RSVP by Saturday, October 1 to Chris Hirano at 650-470-6037or email at chris@ronaldhouse.net.

For more information, view this flyer or contact Forum member Cathy Colgan via email at ccolgan@americantrust.com.

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