October 2010

October Topic: Detective Sergeant Sherman Hall on Identity Theft

Sherman Hall, Detective Sergeant with the Atherton Police Department, speaks on October 26 on identity theft. A technology expert for the police, Sherman explores how the Atherton Police Department can better leverage its resources through technology.

Sherman began his Law Enforcement career as a Reserve Officer with the Atherton Police Department in 1998. After four years as a volunteer, he was hired as a full time Officer in August 2002. He attended the Police Academy at the College of San Mateo.

This is Sherman’s second career. His first was spent in the Information Technology industry. He spent thirteen years working for Electronic Data Systems and other smaller outsourcing providers. As a police officer, he combines his Information Technology skills with law enforcement and investigates high technology crimes. In the early part of his police career, he spent the bulk of his time doing computer forensic work. He continues to testify as a court expert in high technology and identity theft cases.

Sherman grew up in Atherton. He attended three Atherton schools and has a Bachelor of Arts degree from Hamilton College in Clinton, NY. Sherman has two children and lives locally with his wife, Donna. Sherman’s parents are also Atherton residents

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September Meeting Recap

The first meeting of the 2010-2011 season was held on Tuesday, September 28. The kick-off meeting starts a bit earlier than usual and includes hosted hors d'oeuvres and drinks. Thank you to Borel Private Bank and Trust for hosting the reception last month.

The speaker was Tracy Herrick on The Coming American Decade. Mr. Herrick warns of continued drops in business and employment, high inflation, confrontation with China over oil and more, but ultimately the emergence of a new and more efficient economic business model. He does believe that certain key markets will rebound in the next year. Stock prices and important raw materials prices, including gold and copper, could appreciate over the coming year and a half. This is likely to be accompanied by tax policy changes, a cutback in social entitlements, and inflation beginning in late 2011.

For more on Mr. Herrick's views, you can ask to be added to his e-mail newsletter list at TGHerrick@aol.com.

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2010 Ken Kaye Award Recipient

Congratulations to Leonard Williams, the recipient of the 2010 Ken Kaye Award. Len is a long-time member and contributor to the Forum as well as other prominent professional organizations. See the web site for a fuller description of Len's many accomplishments.

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Renew Your Membership

We are happy to announce that both membership and dinner prices will remain the same for the coming year.  Renew your membership now by clicking the link below or by going to our web site www.financialplanningforum.org>
Show your support by upgrading to a Sustaining Member which can be done easily as you are renewing. 

Upgrading to a Sustaining Member ensures you will be listed among the honor roll of Sustaining Members.  Benefits include:

• Expanded directory listing with profile and photo
• Special designation on web site
• Listed in the monthly newsletter
• Unique name badges
• A few surprises to come

Note:  One of the new web site modifications is that you will not be listed in the directory until you renew.  Ensure your online listing with your renewal.  Renew today without delay>.

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Upcoming Meeting Topics

December 7, 2010
     Kent Noard, CFP, EA
     KLN Financial Group
     Tax Updates and Reviewing Your Clients’ Tax Returns

January 25, 2011
     Linda Weathers, Realtor
     Short Sales and Loan Modifications

February 22, 2011
      Fiduciary Panel
      Fiduciaries:  What Type is Best for Your Client

March 22, 2011
      Russell Hancock                  
      President of Joint Venture Silicon Valley
      Silicon Valley and the Global Economy (tentative title)

April 26, 2011
      Charles Packer, Attorney
      Hopkins & Carley
      Estate Planning Updates

 May 24, 2011
       Emmett Carson, Ph.D.
       Silicon Valley Philanthropic Needs and the Silicon
        Valley Foundation’s Response (tentative title)

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Did You Know?

Adding guests just got easier!

If you would like to bring a guest with you to upcoming meetings, you can click on "Add a Guest" just below your own dinner choice. The dinner choices for your guest will be displayed and you can select their dinner and pay for everything as usual by check or credit card.

Did you know you can add a guest even after you have registered and paid for your meal? Go to your current registration, click "Change" and follow the instructions above.

As always, if you have special meal requirements (allergies, etc.) please call 408-799-7235 or e-mail to info@financialplanningforum.org

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Member News

A good friend, mentor and past president of the Financial Planning Forum, Steve Mourning passed away on July 20, 2010. He was traveling home to Little Rock, Arkansas, from California to be with his wife of less than one year, Anne. His obituary was in the San Jose Mercury News at the time of his passing, but many members may have missed this news. 

In addition to being a past president, Steve was also a former presenter at our monthly meetings. If you would like to send a card to his family, please contact Rick Gross at gross35@pacbell.net

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