COMMITTEE FOCUS: FPA PRO BONO

FPA Pro Bono is looking for volunteers for its upcoming events: Junior Achievement Day (May 28th) and a Fall Event.

Do you feel privileged in your life? Or at least, got "it" going on? Would you like to share these feelings with others? Well, we at FPA OCC have two great upcoming events that will allow you, the members of this dynamic organization, the opportunity to share your "wealth" (of knowledge, that is) with those less fortunate than yourselves!

One more thing.due to the fact that funding has been down for Junior Achievement this year, we are asking FPA OCC members to donate directly to Junior Achievement to continue providing the excellent financial education material to the youth in our communities. Because of the limited funds this year, FPA OCC volunteers have a limited number of classes we can teach this year. But, if we, as a group, are able to raise funds, we can increase our presence at another event! Junior Achievement has informed us that each class's material costs $500 so our initial goal is to raise funds to support 20 classes or $10,000. Any amount you donate is greatly appreciated!

If you feel it is a worthy cause to help support FPA OCC's financial education efforts, we would be grateful for you to send a check made payable to "Junior Achievement of Orange County" and put "FPA OCC/JA event" in the memo section of the check. Junior Achievement will send you an Acknowledgment Letter with the tax exempt identification number for your use in claiming a charitable contribution on your 2010 tax returns. Please note that if you use the Junior Achievement website to make the donation, FPA OCC will NOT receive credit as there is no way Junior Achievement can track it internally. So, please use the "old-fashioned" method; that is, write the check. We thank you for your generosity and concern for our youth!

For more information on the upcoming events and how you can help, click here.

PRACTICAL KNOWLEDGE

Since September 2008 some advisers controlled costs by reducin g staff. Others reduced the hours for current staff and delayed additional hiring. Now that we are beginning to see signs of recovery, advisers are asking, "When should I re-hire?"

To read the full article, click here.

Don't miss the free webinar on April 25th:
Uncertain Time Series: Crack the Code to Unlocking What's Getting In Your Way.

MEMBER HIGHLIGHTS

NATIONAL NEWS

Read through the CCH Tax Briefing: Health Care Reform Act to stay up-to-date on the Patient Protection and Affordable Care Act. Key Highlights that will Affect You and Your clients:

• Individual Responsibility Requirement

• No Employer Mandate

• Small Business Tax Credit

• Additional Medicare Tax on Higher-Income Individuals

• Excise Tax on High Dollar Plans

Read Full Article...

THANKS TO OUR PARTNERS!

	Chartis is a world-leading property-casualty and general insurance organization serving more than 40 million clients in over 160 countries and jurisdictions. With a 90-year history, Chartis has one of the industry’s most extensive ranges of products and services, deep claims expertise and excellent financial strength. Through its Private Client Group division, successful individuals and families can obtain innovative protection for homes, excess liability, automobiles, private collections, yachts and more. Your high net worth clientele can access Private Client Group through an elite network of independent insurance agents and brokers. These objective professionals represent multiple insurance providers and specialize in connecting people with complex insurance needs to best-in-class solutions. For more information, please contact David R. Hubbard at 213.689.3837 or by email at david.hubbard@chartisinsurance.com.
	Universal Financial Consultants (UFC) is an independent investment advisory firm that specializes in alternative investment strategies . The Firm, together with its affiliates, distributes investments managed by private equity, hedge fund and fund-of-funds sponsors through U.S. brokerage firms, private banks, registered investment advisors, financial planning firms and family offices. Recognizing the importance of an independent role we occupy "the same side of the table" as the financial professional. Our independent firm culture allows us to focus on the needs of the client and provide a superior portfolio solution. The Senior Alternatives Consultant for California is Ed Holliday, former President, then Chairman of the Board of the Orange County Chapter of the IAFP [predecessor organization to the FPA], and a respected veteran of the investment industry for over 30 years. Ed can be reached at e.holliday@ufc.bz or 949.365.0790.