Don St. Clair, CFP�, AIF�
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Don St. Clair believes financial planning can add demonstrable value. And when delivered by competent and ethical professionals, that value can be well in excess of advisor compensation. To that end his primary goal is to help clients discover possibilities not previously conceived, and that an exploration of viable alternatives is central to the advisory function. Learn More.
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Cool Raffle Gifts Just in Time for the Holidays:
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- An iPad Mini with retina display c/o Bryan Phipps, Forethought Law, PC- Beautiful Paintings by Jeremy Duncan
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Debbie Grose is the Director of Financial Planning at, and a partner of, Lighthouse Financial Planning, in Folsom, California. Debbie is a proud alumnus of CSUS and the UC Davis Extension. Debbie spent the first part of her professional life working in the accounting field, but was always drawn to finance. Upon discovering the CERTIFIED FINANCIAL PLANNER™ designations, she knew immediately she'd found what she wanted to do for the rest of her working life. After several years of being mystified by the financial services industry and what the various "standard of care" requirements really meant, during her career transition, she finally figure it out. Since then, she has been dedicated to providing financial literacy to her clients, friends, and anyone who wants to talk "shop." She is a staunch advocate of the financial planning process and the need for a true financial planning profession. Her dedication is evidenced by her involvement in the FPA, at both a local and national level, pro bono activities, as well as teaching and mentoring new planners.Learn More.
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Schedule for the Day:
9:00 am
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Registration and Light Fare Breakfast
| 9:30 - 9:45 am |
Opening Remarks, Thank You to Sponsors, Introduction to the Morning Session - Exploring the Robo Advisor
| 9:50 - 10:15 am | Janet Stanzak, CFP� - FPA National | 10:15 - 11:00 am | Cynthia Stephens - VP Marketing, ByAllAccounts | 11:00 - 11:20 am | Morning Break | 11:20 am - 12:15 pm | Point-Counterpoint Presentation | 12:30 - 1:30 pm | Lunch | 1:30 - 2:30 pm | Afternoon Session - Don St. Clair, CFP� & Debbie Grose, CFP� | 2:30 - 3:00 pm | Closing Remarks |
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Thursday, November 13, 2014
9:00am - 3:00pm
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CSUS Alumni Center Sacramento, CA 95819
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Thank You to Our Sponsors
Level I Sponsors
Level II Sponsors
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CSUS FPA Student Chapter
Raffle Donation
Bryan Phipps, Forethought Law, PC
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Stay Connected
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