Understanding Roth: From Employer Sponsored Plans to Individual Planning

Join Us at Andrei's

Thursday, February 15, 2024

8:00 am to 9:45 am

Walk through a real-world Roth conversion analysis and common missteps we see as CFP® professionals.  Discuss the implications of Roth contributions for the average American and for above average net worth individuals.

Our Speakers

Joshua D. Valdivia, CFP® works with Curtis Farrell and team, along with many of the other CERTIFIED FINANCIAL PLANNER™ practitioners at FMN. Joshua graduated from California State University, San Marcos with a bachelor’s degree in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and is also a member of the Financial Planning Association. Joshua is a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) licenses.

Jeffrey D. Stanga is a CFP® and has been in the financial services industry since 2006. Jeff graduated in 2004 from Cal Poly San Luis Obispo with a degree in Business Administration and a Minor in Economics. He earned his Certified Financial Planner™ designation through Boston University and is a member of the Financial Planning Association of Orange County. As a lead Certified Financial Planner at Financial Management Network, Jeff specializes in preparing comprehensive financial plans for small business owners and individuals. 

Continuing Education

• 2 CE for AIF (pending)
• 2 CECs for ERPA (pending)
• 2 CPEs for ASPPA certifications
• 2 CECs for NIPA certifications
• 2 hours for California CPAs 
• 1.5 hours of California MCLE
• 2 hours for Certified Financial Planners (pending)
• 2 CE for CRPS 
• 2 CE for CEBS

Pricing

• Regular: $55 for members, $75 for non-members
  
• Gold Members: 1 prepaid ticket for each breakfast forum (online registration required)
• Corporate & Sponsor Members: 3 prepaid tickets for each breakfast forum (online registration required)

Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

• WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online
• The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.