November Virtual Chapter Meeting

Monday, November 16, 2020
6:15 - 8:30 PM PST

Financial Planning for 2021 and Beyond

Presented By

Steve O'Flynn
Financial Advisor, Morgan Stanley

Darrin Frankel
Senior VP, Wealth Advisor, Portfolio Manager, Morgan Stanley

Isida DeLillo
CFA, Vice President, Investment Consultant

This exciting and informative presentation will be a two part discussion.  The first will include a a post-election economic and market update including current affairs market summary & the impact of election on asset allocations decisions,  setting the stage for 2021 and beyond.  

The second segment will discuss retirement planning for business owners.   What options do business owners have for retirement planning?  Topics will cover the different types of retirement plans available according to various business types. Discussion will include maximizing tax deductible contributions and providing benefits for both the owner and employees.

Both segments will be followed  by Q & A.

Steve O'Flynn - Financial Advisor, Morgan Stanley 

With over 20 years of financial services experience and after a successful career as CEO of a UK based commercial insurance practice, Steve now actively works with individuals and business owners on all aspects of investments, financial and retirement planning. 

Darrin Frankel - Senior VP, Wealth Advisor, Portfolio Manager, Morgan Stanley
With over 25 years of industry experience, Darrin has dedicated his career to helping families and small businesses develop and execute cohesive, integrated financial plans designed to enhance and preserve wealth. Darrin specializes in creating and administering retirement plans for small business owners through to large corporations.

Isida DeLillo - CFA, Vice President, Investment Consultant
Isida DeLillo is responsible for building and enhancing valued client relationships and for distributing Calamos investment strategies in Southern California and Hawaii. She has 11 years of industry experience. Before joining Calamos as a Vice President, Investment Consultant, Isida was a Regional Sales Manager at Aberdeen Asset Management and before that with Artio Global (previously Julius Baer).  She served as a Research Analyst at Alliance Bernstein covering Specialty Pharma and Medical Devices.

Opportunity Drawing
with Louisa Gravelle, CPO©!

Click here to purchase tickets

Louisa Gravelle, CPO©, is a Certified Professional Organizer and the owner of New Leaf Organizing, LLC. since 2011. After a successful 20-year career as a wardrobe stylist, Louisa brings her honed eye for color, design and harmony to her organizing business, assisting homeowners, professionals, and small business owners to get out from under their clutter. She specializes in serving people who are overwhelmed, whether it is situational or chronic.

Louisa joined NAPO in 2015 and has been an active chapter member. She was the Professional Development Director for NAPO-LA for 3 years, from 2017 to 2020.

Louisa’s unique approach is both compassionate and non-judgmental, empowering her clients to move forward and make changes.

Click here to purchase tickets

• Free for chapter members; visitors are invited for $20.

• Visitors, please register here. 

• The Zoom link will be sent via email 24 hours prior and an hour before the meeting.