Thursday Insights – Pre-Empted for California Forum 2018
May 24, 2018
Estate Planning 101 and Elder Law – REACH Annual Training Event
June 8, 2018
When:
June 13, 2018 @ 12:30 pm – 6:30 pm
2018-06-13T12:30:00-07:00
2018-06-13T18:30:00-07:00
Where:
SDSU Parma Payne Goodall Alumni Center
Student Services West
5500 Campanile Dr, San Diego, CA 92182
USA

Register today! Our FPA of San Diego June Education Meeting is around the corner and you are going to love what we have in store. Click here to Register Now to get signed up for the meeting that is sure to rock the scholar in you!

Please join us Wednesday June 13th from 12:30pm to 6:30pm for an education event designed to navigate through the state of the tax codes and the economy. The overall theme is about issues advisors face today.

Our presenters will include Sheryl Rowling, CPA, PFS of Rowling & Associates showcasing the oppurtunites and pitfalls of the new tax laws followed by Savina Rizova of Dimensional Fund Advisors (DFA) discussing “Tough Client Questions”. In order to improve accuracy in tackling the client issues our members face, we would like to invite you to send over your ‘tough question(s)’ to our Programs Board Chair, Mark Halby at mhalby@nautilusadv.com to be incorporated into the discussion. We will then wrap up with an economic discussion lead by Nobel Prize recipient Harry Markowitz. Harry will be hosting a Q&A as part of his segment as well, so don’t forget your best thinking cap!  We currently are working on 2 CE Credits, which are pending approval for this meeting. You can also view the agenda below for the lineup.

Sheryl Rowling, CPA, PFS   

Since 1979, Sheryl has been providing fee-only tax and financial planning advice. She is the principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist. Understanding the importance of setting goals and following through, Sheryl works closely with clients on an ongoing basis to ensure that their objectives can be achieved. 

Active in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting. In 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses, was published by CCH.  She regularly writes columns for the San Diego Jewish World (www.sdjewishworld.com), Advisors4Advisors (www.advisors4advisors.com) and InvestmentNews (www.investmentnews.com).  Sheryl is often quoted in both local and national publications. A frequent speaker, Sheryl presented at the Jewish Community Foundation’s Women’s Financial Forum and has spoken on numerous other occasions to professional groups and community organization. Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an M.B.A. in finance and a B.S. in accounting from San Diego State University.

Savina Rizova, PhD

As Co-Head of Research, Savina applies a background in finance to research projects that Dimensional undertakes to improve the design and execution of new and existing strategies. She also examines a variety of empirical research questions. Prior to obtaining her PhD, Savina worked in the Research group at Dimensional. She conducted quantitative analysis used to explain strategies and performance to clients. Savina is also a member of the Investment Research Committee and Investment Committee.

Savina completed her PhD in finance at the University of Chicago Booth School of Business and holds an MBA from the University of Chicago Booth School of Business as well as a BA in economics and mathematics from Dartmouth College.

Dr. Harry M. Markowitz

Dr. Markowitz has applied computer and mathematical techniques to various practical decision making areas. In recognition, in 1989 Dr. Markowitz received the Von Neumann Award from the Operations Research Society of America for his work on portfolio theory, sparse matrix techniques and the SIMSCRIPT simulation programming language. In 1990 he shared The Nobel Prize in Economics for his work on portfolio theory. Dr. Markowitz is the principal of Harry Markowitz Company, and an adjunct professor at the Rady School of Management, UCSD