Holly Wilkerson
Executive Director
FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email info@fpasf.org
Website www.fpasf.org
Program Description:
An exploration of the Entrepreneur’s Wheel of Life, along with comprehensive discussions of equity awards, stock options, and techniques for helping entrepreneurs and startup employees maximize their wealth. Joyce will discuss her first book, Startup Wealth, written based on interviews with more than 65 entrepreneurs, executives, venture capitalists, and advisors who offer advice for making smart financial decisions in all phases of a startup. She will share entertaining success stories and revealing lessons learned from the founders of Tesla Motors, the CFO of Yahoo, and other tech luminaries.
Speaker's Bio:
Joyce L. Franklin, CPA, CFP®
Joyce L. Franklin, CPA, CFP®, is the founder of JLFranklin Wealth Planning and the author of Startup Wealth: The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security. Joyce is also the author of Life, Liquidity & the Pursuit of Happiness: How to Maximize and Preserve Your Startup Wealth and Live Your Dreams. A longtime advocate for financial literacy and an alumna of Deloitte and Ernst & Young, she advises many executives and high-tech entrepreneurs. Joyce has nearly two decades of personal financial planning experience and more than 25 years of tax expertise. She holds a Graduate Certificate in Personal Financial Planning from the University of California, a Master of Science in Taxation from San Francisco State University, and a Bachelor of Science in Commerce from the University of Virginia. Follow Joyce on Twitter @JoyceLFranklin.
Click on image above to purchase Joyce's book
*The above presentation has been approved by the CFP Board for 1.0 hour of CE credit.