PFP Committee Presentations
2023
Dec. 13, 2022 – Recap and 2023 Outlook on the Investment Market
Jan. 10 – Key Tax Planning Considerations for the New Year
2022
Feb. 15 – Creating Tax-Efficient Strategies Through Private Placement Life Insurance (PPLI)
April 19 – Status of Personal Financial Education Legislation in Our Schools
May 17 – CalSavers and the State's Retirement Mandate
June 21 – Mutual Funds & ETFs: Comparing and Contrasting
Jul. 19 – Advanced Care Directives
Aug. 16 – SSA, With You Through Life’s Journey
Sep. 20 – IRS Presenting: Virtual Currency
Oct. 18 – How to Properly Maintain and Fund Life Insurance Policies
Nov. 15 – Ask a PFS: A Panel Discussion
2021
Jan. 19 – Proposition 19 and the Impact on Family Succession
Feb. 16 – Preserving the Legacy: Estate Planning
Mar. 16 – Tax Collection Practice and Procedures
Apr. 20 – Why is There No Financial Literacy Education in California?
May 18 – Retirees’ Investment Portfolios
June 15 – Long-Term Care Planning Strategies in 2021
July 20 – Retroactive ERISA Plans: How to Get 2020 Tax Deductions
Aug. 17 – Crossover Issues in Estate Planning and Marital Dissolution
Sept. 21 – Where to Find Value in Today's Fixed Income Market
Recorded Presentation
(Email pfp@calcpa.org for password)
Oct. 19 – Ask a PFS – A Panel Discussion
Nov. 16 – Financial Planning for All - Bridging the Gap Between Financial Services and Low-Wealth Communities
Dec. 14 – Year in Review and What to Expect in 2022
