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Program For Orange County (California) Financial Planning Day, 8 October 2011
Program For Orange County (California) Financial Planning Day, 8 October 2011
Program For Orange County (California) Financial Planning Day, 8 October 2011
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 Financial
Planning 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 our
collective 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 PLANNER certification
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
Schedule
10:00am
Room 111
Welcome address
Orange County Supervisor William Campbell
10:00am4:00pm
Ask-aplanner
clinic
4:00pm Conclusion
Workshops
Session 1 Session 2 Session 3 Session 4
Room 111A Room 111B Room 111C Room 102
10:10am
10:50am
Forging
Your
Financial
Future
Choosing
the Right
Insurance
for Every
Stage in
Life
Reverse
Mortgages:
Why and
How
11:00am
11:50am
Elder Care
Planning
for
Caregivers
Medicare
Update
12:00pm
12:05pm
12:05pm
12:50pm
Estate
Planning:
What
Everyone
Needs To
Know
1:00pm
1:50pm
Investing
Basics: Be
a Smart
Investor
Tax
Planning
in a
Changing
World
Raising
Financially
Aware Kids
2:00pm
2:50pm
Investing
in
Uncertain
Markets
Social
Security
Update
A Lifetime
of
Financial
Security
The Truth
About
Estate
Planning
Understanding
Credit
Reports &
Scores
Volunteers
Linda Barlow, CFP
2700 N. Main St. # 850
Santa Ana, Ca 92705
714-953-1232
wealthmanagers@earthlink.net
Paul Bednarski, CFP
71 Summerstone
Irvine, CA 92614
949-923-0380
paul@socalfiduciary.com
www.socalfiduciary.com
Robert Bubnovich, CFP
24 Starlight
Irvine, CA 92603
949-241-3065
bubbrrasil@yahoo.com
www.riofinancialadvisors.com
Spanish, Portuguese
Brad Callen, CFP
1700 W. Katella Ave
Orange, CA 92867
714-628-5200
bcallen@bbgraham.com
Ken Charlton, CFP
4199 Campus Dr Ste 550
Irvine, CA 92612
949-509-6578
kc@charltonfp.com
www.charltonfp.com
Carolanne Chavanne, CFP
19001 S Western Ave, T106
Torrance, CA 90501
310-618-5370
carolanne.chavanne@western.org
Patrick Chu, CFP
610 Newport Center Dr, Suite 950
Newport Beach, CA 92660
949-760-6215
patrick.chu@mullintbgadvisors.com
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 CFP certification; other
designations listed are provided at the request of the individual and have not been verified.
Volunteers continued
Volunteers continued
Volunteers continued
Corvi Urling
26895 Aliso Creek Rd #563
Aliso Viejo, CA 92656
9493716213
corvi@corvijurling.com
www.corvijurling.com
Bryan Ward, CFP
77 Kyle Court
Ladera Ranch, CA 92694
9493787677
bryanward@cox.net
www.moneywrites.com
Michael Wittick, JD
7700 Irvine Center Drive, Suite 800
Irvine, CA 92618
949-858-5970
mwittick@witticklaw.com
www.witticklaw.com
Mandy Woo, CFP
2 Park Plaza, Ste 820
Irvine, CA 92614
949.387.8057
mandy.m.woo@ampf.com
www.ameripriseadvisor.com/mandy.m.wu
Chinese, English
Our sincere appreciation for all our volunteers who have helped make
this day a success and beneficial for all!
Topics
General financial
planning
Special circumstances
Investment planning
Investment strategies
Asset accumulation
Generating investment income
Retirement planning
Estate planning
Building an inheritance
Wills and trusts
Estate tax strategies
Insurance planning
Employee benefits
Notes
Notes
Notes
Acknowledgments
Orange County Financial Planning Day is presented by
Steering committee