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The Blog
Several R&A employees attended the NAPFA West Region Symposium held on July 20, 2016.
The symposium was held in Denver, CO and was streamed via simulcasts in San Diego, CA and other locations. The following topics were discussed during the simulcast:
• Positioning Your Practice for an Aging Clientele
• Late Stage College Planning Strategies
• End of Life Planning
• Avoiding Identity Theft
The location of our study group is worth mentioning. Chris Mathes, Implementation Manager at Junior Achievement, assisted when we came to him seeking space for the simulcast. Chris offered the space and was more than helpful.
Junior Achievement Finance Park is a state of the art facility that began October 2015.
The program’s mission is to teach high school students the intricacies of renting vs buying, budgeting for: entertainment, food, travel, utilities, credit cards, clothes, among other life skills. The program starts in the classroom and ends with the simulation at Junior Achievement Finance Park. Several R&A employees have signed up to volunteer. If you’d like to learn more about Junior Achievement, please contact Chris Mathes directly at CMathes@jasandiego.org or via phone 619-6682-5155 ext. 113.
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RECENT ARTICLES
RELATED ARTICLES
If you enjoy donating to charities that you support while also receiving tax benefits, a Donor Advised Fund may be a great option for you! In this post, we will explain what exactly a Donor Advised Fund is, and some of the tax benefits for Donor Advised Funds. What Is...
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