🚀 go-pugleaf

The next meeting of Independent Computer Consultants Association San
Francisco Bay Area chapter is on Thursday, January 8, 2004, 6p-9p, at Coco's
Restaurant in Sunnyvale.

See below for a meeting summary.  For more details and lots of links to
maps, directions, transit, speaker info, other upcoming events, and ICCA
SFBA in general, go to our website at http://www.icca-sfba.org.  You can
jump to information about this meeting by clicking on "Next Meeting/Event"
in the upper right corner.  Be sure to check out the "News" and  "Resources"
sections of the website for lots of new and useful information, too.

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Next ICCA SFBA Chapter Meeting

Date:             Thursday, January 8, 2004, 6p-9p

Title:            Where's My Money?
                  (Financial Planning for Closely-Held Business Owners)

Speaker:          Ann Terranova (Union Financial Partners, Inc.)

Time:             6:00 PM Registration & Networking
                  6:30 PM Chapter Business
                  7:00 PM Dinner
                  8:00 PM Presentation

Location:         Coco's Restaurant
                  1209 Oakmead Parkway
                  Sunnyvale, CA 94085
Phone:            (408) 736-2895

Public Transport: About .8 mile walk along Lawrence Expressway to
                     Oakmead from CalTrain Lawrence Station

Cost:             $25 members, $35 non-members; $5 discount with
                     reservation by January 6th (make a reservation
                     at http://icca-sfba.org/reservation.htm).  Non-
                     members who join ICCA-SFBA at this meeting get
                     their next meeting free!

More Info/RSVP:   (650) 326-6478 or info@icca-sfba.org
                     Reservations encouraged but not required for this
                     meeting.

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ABSTRACT:

In this presentation, Ann will describe strategic financial planning
techniques that you can use to find money you don't even know you have.  A
discussion of business entities (C-Corporations, S-Corporations, LLC's, Sole
Proprietorships) and the effect that entity selection has on Compensation
and Executive Benefits will include ideas for streamlining this structure to
create financial efficiencies that will put money in your pocket.  Ann will
also explore tax, saving, investment, and qualified retirement plans as
tools for creating greater wealth to meet your own financial needs.  Ann
will look at how your business can most effectively meet your long-term
retirement goals so you don't have to "work for ever."  The seminar promises
to be full of ideas and information for improving your financial life.

This new presentation is a must-see for the new year.  One member learned
enough to save them $10K when Ann presented last May in San Francisco.
Another called it the best ICCA SFBA presentation ever!  Come out and
support a fellow ICCA SFBA member as well as your own business!

We'll also include an informal round-table discussion on accounting/tax
issues and concerns for independent consultants (including planning
strategies for 2003-2004).  Topics to be touched on: new personal 401Ks, SEP
plan increases, W2 status as it effects ICCA membership, and more...  The
floor will be open to any topics that the group wishes to discuss.

In the current market, it's a good idea to keep connected with each other.
ICCA SFBA is an excellent place to meet and talk with new, aspiring, and
seasoned consultants representing diverse areas of the tech industry.
Register now and make those connections happen!


ABOUT THE SPEAKER:

Ann Terranova is a Certified Financial Planner (CFP) and member or the
National Association of Personal Financial Advisors (NAPFA).  Newsweek
Magazine touts the benefits of fee-only financial planning and calls NAPFA
the 'most selective credential.'  Ann founded Union Financial Partners, Inc.
to provide high quality financial planning, tax, and investment management
services to clients.  Her years of experience in her field have earned her a
reputation in the national media including the Wall Street Journal and
Forbes magazine.

Union Financial Partners, Inc. is a fee-only financial planning and
investment advisory firm specializing in financial planning for owners of
closely-held businesses.  We use the tools of financial planning to maximize
the benefits of business ownership including retirement plans, compensation
systems, executive benefits, integration with personal objectives, tax
planning and reduction strategies, business continuity planning, exit
strategies and passive investment portfolio management.  Founded in 1997,
the company has helped Bay Area entrepreneurs establish a secure financial
future for themselves and their families.


CHAPTER BUSINESS:

Topics for the meeting include: 1) upcoming board elections, 2) the new
member survey for 2004, 3) plans for the upcoming marketing series of
programs, 4) plans for new benefits and services.  Give your feedback on
issues and talk about plans for the upcoming year.  Tell us what you like
and don't like.  We'll also hype this year's National conference in Toronto.


WIN A PRIZE!

Attendees at every meeting will be entered into a raffle for free hardware,
software, business or technical reference books.  January's raffle includes
a chance to win a wireless network starter pack!  Bring your business card!

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ABOUT ICCA:

The Independent Computer Consultants Association is a national
not-for-profit association based in St. Louis that provides professional
development opportunities and business support programs for independent
computer consultants.  ICCA's goal is to support the success of independent
computer consultants in providing professional services to their clients.

ICCA provides a forum for consultants to support each other.  Through
national conferences, chapter meetings, and the Internet, members can
develop business referral relationships as well as hear top-notch speakers.
ICCA also offers consultants legislative monitoring, a variety of member
benefits, and a vendor relations program.

The local San Francisco Bay Area chapter (ICCA SFBA) covers Northern
California, Silicon Valley, the Central Coast and the Central Valley.  See
http://www.icca-sfba.org or call 650-326-6478 for more information.

For information about the national organization, call 800-774-4222 or check
out http://www.icca.org on the web.

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Please forward this message to other business and technology consultants and
professionals you know who might be interested.

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Want to be notified of future ICCA SFBA activities and events?  Just send a
blank email to

   icca-sfba-announce-subscribe@yahoogroups.com

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