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October 2020 Student Forum
October 23, 2020 @ 11:50 am - 1:00 pm
Student Forum Meetings are intended for current/prospective students at UCSC-Extension who are enrolled in the Personal Financial Planning Program, alumni, and for members of any FPA chapter. These meetings are not open to the general public.
Overview:
Topic: Steering the business: Financial planners reflect on pandemic & recovery
When the pandemic hit and the market melted, financial planning firms had to dig deep to steer their clients and their business through the unknown. Some of them relied on emergency and contingency plans set aside for more common emergencies. They sheltered in place, counseled anxious clients via new remote platforms, and helped them make life choices amid enormous uncertainty.
Join us for an online panel discussion with Silicon Valley financial professionals and hear how they navigated the unprecedented challenges of 2020. How did they adapt? What are the sustaining lessons? What never changes? What will be the lasting impact on client relationships and operational plans? There will be plenty of time to ask questions.
This panel will be moderated by Dr. Renée Snow, CFP®, EA, a registered principal and investment advisor representative and chair of the Personal Financial Planning Program at the UCSC Extension in Silicon Valley.
This event will be held online via Zoom. We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. Registration closes on October 21st, 2020.
Panelists: Eric Solve, CFP®, EA, Senior Advisor and Partner at Wade Financial Advisory, Ethan Pepper, CFP®, EA, Founder of Orchard City Wealth Management, LLC
Location: Zoom Session
Speaker Bio:
Eric Solve, CFP®, EA, is a senior advisor and partner at Wade Financial Advisory. He is an active member of the Financial Planners Association of Silicon Valley, having served both as past president of the chapter and on the board of directors for several years. He earned a bachelor’s degree in Business Administration with an emphasis in Marketing from San Diego State University and received a certificate in Personal Financial Planning from UCSC Extension. Whether working with clients, mentoring associate advisors, or teaching students, he is passionate about personal financial planning and the positive impact it can have on individuals and families.
Ethan Pepper, CFP®, EA, is the founder of Orchard City Wealth Management, LLC, a comprehensive, fee-only wealth management firm, specializing in working with technology employees, who often have tax planning concerns around various forms of equity compensation, and want to understand their options yet want a professional advisor to manage the details. My firm was founded to help clients develop a financial plan regardless of their net worth. I am committed to people and relationships, not products tied to incentives. As a fiduciary, I sit on the same side of the table as my clients. Outside of the office, I enjoy spending time with my family at the beach or hiking one of the many trails in the Bay Area.