- This event has passed.
November 2018 Chapter Meeting
November 9, 2018 @ 11:30 am - 1:30 pm
Overview:
Frank Paré, CFP®, 2018 FPA President, and Evelyn Zohlen, CFP®, 2018 FPA President-Elect, will visit our chapter for our November Chapter Meeting. Please join us to welcome them and hear the latest happenings with FPA as they share what FPA is working on at the national level and how it translates to the chapter level and its members. Your questions and comments are welcome during this interactive session.
Featured Partner: Christina Gray, Stonecrest
About the Speakers:
Frank Paré, CFP® currently serves on the board of directors as the volunteer president for the Financial Planning Association®. Paré started his career over 22 years ago and is in a private practice in Oakland, California. Paré currently serves on the boards of the FPA – East Bay Chapter and the Personal Financial Planning Board at the University of California at Berkeley. He has also served on the Public Policy Council for the CFP Board in Washington, D.C. For his work, Paré was honored in 2011 with the FPA Heart of Financial Planning Award and in 2012 with the FPA Leadership in Action Award.
Evelyn M. Zohlen, CFP® currently serves as volunteer president-elect for the Financial Planning Association®. Zohlen is the founder of Inspired Financial, LLC – a fee-only wealth management practice that specializes in serving women in transition in southern California. Prior to founding Inspired Financial, she was a Relationship Manager at The Vanguard Group. Zohlen is past chair of the FPA of California. She is on the Advisory Board for the Center for Investments and Wealth Management at the University of California at Irvine and has served in a variety of community leadership roles including the Board of Directors for WomanSage. Prior to entering the financial services profession, Zohlen served as an intelligence officer in the United States Air Force. She is married with three terrific “bonus” children.
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.