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April 2018

Learn How the New “Rule of 30” May Replace the “Bengen 4%” Withdrawal Rule

April 19, 2018 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Program Overview Boost Retirement Income with Home Equity Few advisors have developed a standard method for including housing wealth in retirement income planning. In a groundbreaking study published in the October, 2017 Journal of Financial Planning, Barry Sacks, PhD, JD,  Peter Neuwirth, FSA and Stephen Sacks, PhD, describe an innovative “Rule of 30,” which provides that method.  The Rule of 30 demonstrates how coordinating housing wealth with the retiree’s securities portfolio (e.g., 401(k) account or rollover IRA) can enhance cash flow survival throughout a long retirement. The coordinated…

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June 2018

Health Care in Retirement – A Retirement Income Challenge and Opportunity

June 14, 2018 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States

Program Overview A startling statistic reveals that many couples in retirement today may have to dedicate 40% of their Social Security income to health care costs by age 70 ― up to 76% by age 87.* Health care during one’s retirement years brings significant challenges when planning for sustainable income he or she cannot outlive. However, if you understand the challenges as well as how the health care system works, you can educate clients with strategies that may assist them…

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October 2018

Estate Planning for Special Needs Families

October 25, 2018 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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Program Overview As we encounter an increasing number of special needs issues with our clients, it is essential to know the basics of special needs planning and identify planning opportunities that could benefit our clients.  Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues: Does my client need a stand-alone or testamentary special needs trust? How should a trust be drafted…

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January 2019

Chapter Dinner – “Exit Planning for Financial Service Professionals: What Younger & Older Advisors Should Know About Transitions Into and Out of Business.”

January 28 @ 5:30 pm - 8:00 pm
Mariani’s Restaurant, 2500 El Camino Real
Santa Clara, CA 95051 United States
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January 28, 2019 5:30PM - 8:00PM "Exit Planning for Financial Service Professionals: What Younger & Older Advisors Should Know About Transitions Into and Out of Business." Special Joint Dinner Event with Silicon Valley Society of FSP and the Santa Clara County Estate Planning Council. You will not want to miss this great educational event and multidisciplinary networking opportunity!   Monday, January, 2019 Chapter Meeting Dinner 5:30pm - 6:00pm: Registration and Networking 6:00pm - 8:00pm: Buffet Dinner & Program   Mariani's…

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April 2019

April 25 Chapter Luncheon – Your Silicon Valley Clients are Getting a Divorce, Now What?

April 25 @ 11:30 am - 1:30 pm
Silicon Valley Capital Club, 50 W. San Fernando St.
San Jose, 95113 United States
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This presentation will explore the impact of the 2017 Tax Reform Act, an overview of the divorce finance analysis process, the unique Silicon Valley asset division categories, and sample case study

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