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Wednesday, November 16, 2016

Mesa Verde Country Club
3000 Clubhouse Road
Costa Mesa, CA 92626
5:30 – 8:30 pm

Please JOIN US, for our biggest night of the year, our Annual Student Scholarship Award Dinner event. In the last 25 years we have awarded over $60,000 in annual student scholarships to local college students (female and male) at the university and community college levels who are actively pursuing an education in accounting or finance. It’s a fun evening of networking and inspiration that you won’t want to miss!

We invite you to be part of our mission to “contribute to the future development of the Accounting & Finance profession” by making a direct donation to our scholarship fund or to partner with us by becoming a Corporate or Individual chapter sponsor. Not only will you benefit by knowing you are giving to a worthy cause, but you will be supporting professional networking opportunities and continuing education credits for members and guest; and we will provide you with promotion for your organization on our website and in our monthly newsletter!

Guest Speakers: Vickie Intriago, CFP and Laura Thatcher, Esq. for LPL Financials “Life Financial Planning”

Vickie Intriago
Certified Financial Planner Practitioner

vickie-headshot-2016As a Certified Financial PlannerTM my objective is to provide financial education, direction and planning to increase the net worth of my clients. I believe every individual has the right and ability to attain financial security. I provide advisory service to individuals, couples, and small business owners. I also offer custom tailored educational workshops for companies and organizations throughout California.

I work with a variety of investment vehicles through LPL Financial to meet your personal needs including, but not limited to, stocks, bonds, mutual funds, fixed/variable annuities, and life insurance and Alternative Investments.

As a trusted advisor, it is my duty to make sure my clients identify their goals, implement appropriate strategies, and maintain ongoing diligence over time to pursue their desired results. I will personally go the extra mile for each of my clients.

Laura L. Thatcher, Esq.
Thatcher | Law

laura-headshot-smIn 2009, I formed my own firm and I have been dedicated to helping families in my community with their estate planning needs. I assist clients in with the preparation and administration of Wills, Living Trusts, Advance Health Care Directives, Powers of Attorney, Guardian Nominations, IRA Beneficiary Trust and other specialized trusts.

I graduated from Loyola Law School in 1997. For the first 12 years of my legal career I practiced litigation, originally as a defense-oriented personal injury attorney, and then I transitioned to construction defect litigation. After my father’s death in 2009, I re-evaluated my priorities and goals and determined that helping families prepare for life’s transitions was the most meaningful use of my talents.

I have lived in the South Bay since 1976 and I am active in community organizations. I am a member of the Hermosa Beach chapter of Rotary International as well as Sandpipers, a local community service organization focusing on our South Bay Community. In addition, I sing with the choir at the First United Methodist Church of Redondo Beach, and am an active volunteer with Boy Scout Troop 860 in Hermosa Beach.

Students: Complementary dinner is being offered to all accounting and finance students.
Student must E-mail RSVP by 11/11/2016 – reservations@AFWAoc.org.

Register today!

Members: $48.00, Guests: $58.00


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Mesa Verde Country Club
3000 Clubhouse Road
Costa Mesa, CA 92626
PH: 714-549-0377

To register by email: Contact reservations@AFWAoc.org

 

CPE Learning Objective & Program:
Program Level: Overview
Level of Difficulty: Basic
Instructional Deliver Method: Group Live
Recommended Amount of CPE Credit: one credit hour