Date: Tuesday, May 24, 2016
Time: 5:30pm – 7:00pm (panel discussion begins promptly at 6:00pm)
Location: 4747 Executive Drive, San Diego, CA 92121
Parking: Not Hosted
Please join us for this interactive panel discussion about creating a solid plan for your future. Please bring questions and we will address them as time allows.
Katie Burke, CFP® – President and Founder of Method Financial Planning
Anne Burns, CPA – CPA with Stremlau & Company CPAs
Abigail Stephenson, Esq. – Attorney with Blanchard, Krasner & French
About Our Sponsors:
TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.
We offer financial planning and consultation for individuals and families. Utilizing the latest tools and technology we simplify your financial life, and leave you with peace of mind so you can focus on your family, your career and all of the things that matter most.
As a fee-only financial planning firm, Method, is committed to providing objective advice and guidance on your entire financial picture. We do not receive compensation outside of the client/advisor relationship, and provide advice with no other incentive but to help you to identify and achieve your own personal financial goals. We offer unparalleled peace of mind by designing and implementing individualized financial plans regardless of where your investment and financial accounts reside.
Katie Burke, CFP®
With over 12 years of experience in the financial industry, Katie created Method Financial Planning in 2015 to offer clients simpler, more effective solutions to achieve their financial objectives. Utilizing the latest tools and technology she works with young families and busy professionals across the country leaving them with peace of mind so they can focus on their families, careers and the things that matter most.
Katie began her career as a Mutual Fund Accountant at T.Rowe Price in Baltimore. During her time at T.Rowe Price she realized her love for finance but knew she wanted to work with clients directly, so in 2006 relocated to Philadelphia to pursue a career with Bernstein Global Wealth Management as a Private Client Associate. In 2008 Katie was transferred to the Bernstein office in San Diego. Here she had the opportunity to work with many of the high-net worth families the office served and began studying for the CFP®. Her next move was in 2010 when she joined a start-up investment firm, Delphi Private Advisors. During her five years with Delphi Katie took on multiple roles including leading many client relationships, as well as the financial planning activities of the firm.
Katie graduated from Elon University with a Bachelor of Science, Business Administration (Finance Concentration). She received her Certificate in Financial Planning from Boston University and in 2011 received her designation as a CERTIFIED FINANCIAL PLANNERTM. In 2011 Katie co-founded San Diego Women in Finance (SD WIF) and currently serves as a Board Member. She is also a student mentor through the program offered by the Academy of Business and Technology at Clairemont High School.
Originally from the Philadelphia area, Katie now lives in San Diego with her husband and son (and another baby on the way in July).
Anne Burns, CPA
Anne assists her clients by addressing their tax related matters so that they can focus on what really matters to them rather than focusing their time and energy stressing over the intricacies of the tax law. Through strategic planning, extensive knowledge and preparation Anne is able to assist clients in a variety of industries and tax positions. No matter what industry you work in, having Anne assist you with your taxes allows you to focus on your business or career knowing that your taxes are being prepared accurately and effectively. Anne works with individual, corporation, and LLC taxation and planning. Anne’s clients include, but are not limited to, business owners, stock and other equity compensation holders, and property owners. Anne has experience running a local business prior to becoming a CPA, which gives her insight into the challenges facing business owners. The combined public and private experience allows Anne to effectively plan and assist business owners in navigating complex tax law to their best advantage.
Anne also has a specialty in estate (Form 706) and fiduciary (Form 1041) compliance and planning. In addition to knowing the technical requirements for reporting and being able to help plan for the most tax advantageous results, Anne understands the emotional difficulty that is involved with most estate and trust creation. Anne works with compassion to try to make the tax related piece as painless as possible.
Anne graduated from San Diego State University with her bachelors in Accounting. Anne has been certified as a CPA in California since April 2008. Anne is a member of the AICPA, CalCPA, USD Planned Giving Council and North County Estate Planning Council. Anne has extensively lectured on the risks of Elder Financial Abuse and income tax basics.
Anne is a San Diego native and enjoys getting outside to take advantage of all the beauty San Diego has to offer. She also enjoys spending time with family and friends, cooking, reading, practicing yoga and traveling. Her most recent adventure was a yoga retreat in Bali. Anne has been a team captain for the Susan G. Komen Race for the Cure and participated in the Susan G. Komen 3-Day Walk for several years.
Abigail Stephenson, Esq.
Abigail Stephenson is an attorney in the San Diego office of Blanchard, Krasner & French. She is admitted to practice in California and Nevada.
Ms. Stephenson represents privately held companies in a variety of transactional matters including entity formation; real property sales, purchases, and leases; merger and acquisition of other entities and assets; drafting, reviewing and negotiating commercial agreements; and equity and debt financings. She also assists clients in securing and maintaining federal trademark registration and advises business clients with respect to employment law issues, corporate governance, and insurance regulatory issues. Ms. Stephenson maintains a small litigation practice representing litigants in contract, real property, probate, and family law disputes. Estate planning rounds out her practice.
Ms. Stephenson joined USD School of Law as an adjunct faculty member for the Civil Practicum in the fall of 2015. Prior to joining Blanchard, Krasner & French, Ms. Stephenson clerked for the Honorable Bruce S. Jenkins at the U.S. District Court for the District of Utah.
Ms. Stephenson is a graduate of the University of San Diego School of Law where she received her Juris Doctor, cum laude. While attending law school and working full time as a University administrator, Ms. Stephenson helped found the San Diego Journal of Climate and Energy Law, and then served as Managing Editor for the Journal its first year of publication. She received her Bachelor of Art’s Degree in 3.5 years, cum laude from Macalester College in St. Paul, Minnesota with a double major in Political Science and Psychology.
In her free time, Ms. Stephenson enjoys mountain and road biking, yoga, reading, and spending time with friends and family across the country and around the globe. She is also a proud Mom to her son Cooper and is looking forward to welcoming baby #2 in July 2016.