June 2016 Brown Bag Meeting

Permission to Spend

Speaker: Aaron Rubin, JD, CPA, CFP^�

Meeting Description

We are all concerned about clients who seemingly don’t have enough for retirement, but what about those who have more than what they need, but refuse to spend it? While living below one’s means is a good way to make sure that money never runs out, those that refuse to spend even though they have the capacity can often be quite miserable. In this talk we’ll explore different archetypes and how we can try to change behavior.

1 Hour CFP CE available pending review and approval by the CFP Board.

Speaker Biography

For the last 25 years the Werba Rubin firm has served high net worth families in the South Bay. Aaron Ruben is a wealth manager, a member of the California Bar Association, a CPA, and also received his CFP� designation. He helps his clients plan and execute for retirement. He and his wife Libby live in Pleasanton with their three daughters: Natalie, Gwen, and Emmy.

Pricing and Registration

FPA Members $10. Non-Members $15. Space is limited so registration is required.

Registration is open through June 15th.