Past Event Materials
Age-Proof Your-Adding Decades Webinar
🧠Can you really age-proof your brain? Dr. Milstein says yes! During our recent, powerful webinar, Dr. Milstein shared many insights from boosting memory and focus to increasing longevity and many more tips that can be put into practice right away.
Couldn't attend the event live? The full video replay and key takeaways are now available! Be sure to watch the video as it will only be available till June 20th!
2nd Annual Women's Group Event
✨We held our second annual FJP Women's Group Event on February 11th and had a great time.
The motto of the FJP Women's Group is "Connecting the Women of FJP with other like-minded women to build friendships and explore similar interests."
Not only did we enjoy a delicious lunch, wonderful company, we also created a series of events organized and attended by the FJP Women's Group. These events take place monthly or more and include activities such as hikes, lunches, theater, paint parties, book club and much more! We are excited to see the momentum and growth of this community!
Essential Tips for Travel
🧳In our annual client survey, clients suggested we have a webinar about travel. We thought that was a great idea. We asked our Travel Advisor, Jeff Rupert (who is also a client), to join us as our special guest to discuss the important things to know to prepare you for your next trip.
On July 18, we held a webinar called Essential Tips for Travel. We want to share the highlights of the webinar and the recording with you.
7 Lessons You Never Learn in School
🙌 FJP hosted a webinar with a special guest, Barry Garapedian. He works with young adults from 14 to 30 to teach them skills to succeed.
Our special guest speaker is Barry Garapedian, President & CEO of MAG 7 Consulting. Barry is a dynamic speaker, and we are pleased to host him and that he has made his material available.
While the webinar was geared toward what he calls young minds, there was something for everyone.
Medicare Primer - Making Medicare Work for You
Joined by Jennifer Taboada, Director & Senior Financial Wellness Consultant & National Speaker for BlackRock who provided a wealth of information on Medicare for those on the program and primarily those nearing 65.
The event was summarived in our Making Medicare Work for You blog post and her event materials and a recording are availabel with a quick reference guide.
We encourage you to visit our Medicare Planning web page for this material and other resources. Medicare is one of those critical decisions you need to make as part of planning for retirement but it doesn't have to be complicated with the right information. Contact us if you need help.
Part 1 - How to Spot Dementia and the Estate Plan Implications
Joined by Vanessa Souza, LCSW, who is a Senior Manager for Community Engagement at the Alzheimer's Association of Northern California and Northern Nevada, who discussed how to detect the signs of cognitive decline and how to handle.
We also heard from Ann Robbeloth, an Estate Attorney who specializes in cognitive decline, who will shared important components in an estate plan to address these issues.
Part 2 - Utilizing a Professional Fiduciary and Finding Care Solutions
Joined by Sheila Bradford, Partner at Prime Fiduciary Services who discussed how a professional fiduciary can help a family handle the issues related to an aging family member.
We also were joined by Kevin Symes, Regional Manager, and Deanne Belcher, RN, Regional Director of Business Development, at TheKey, as a specialists to discuss how to find the right care solutions when needed.
Reducing Taxes Before & After Retirement
Each person has their unique situation and it’s important they consult with their tax person. We prefer a collaborative approach – working with your tax person as a team to focus on your goals and mitigate your taxes where possible. We believe it is important to look at taxes in context with an entire financial plan.
Your tax professional will be able to provide guidance on tax strategies that can work for you. Our thanks to Jonathan Youngberg and Steven Perdigao for joining us on this webinar.
In our webinar replay, we provide an explanation of a few of the strategies, so you can explore the ideas that appeal to you with your tax person and integrate into your financial plan with your Wealth Manager.
Emergency Preparedness Webinar
Are Your Prepared for the Next Natural Disaster?
Our thanks to Quake Kare for their expertise to train us on how to prepare for and survive earthquakes, wildfires, floods and landslides. These are natural disasters that especially impact our clients in California and neighboring states.
Our recorded Emergency Preparedness Webinar gives you the basic knowledge and explores disaster preparedness kits. Clients are reminded to take advantage of your personal vault to store critical documents as a good practice and step in your emergency plan.
