Overview: Americans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% […]
Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which […]
Overview: TBA Location: Minneapolis Convention Center, Minneapolis, MN Registration: Register here
Overview: What is FPA Residency program? It a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by […]
Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program, UCSCX PFP alumni, and for members of the Financial Planning Association (any […]
Overview: Location is Redwood City Library, 1044 Middlefield Rd, Redwood City, CA. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
*Please note the time for this meeting is 4:00 - 6:00 pm. Topic: Economic Update - More Growth Ahead in 2020 Speaker: Bryce Gill, Economic Analyst - First Trust Featured […]
Overview: Location is San Mateo Library, 55 W 3rd Ave. San Mateo, CA 94401. Volunteer registration is now open for CFP® and logistics volunteers. Volunteer Registration
Overview: TBA Location: TBA Registration: TBA
Overview: Topic: Capital Gains Tax Deferral and Avoidance Strategies Mike Ryan will present multiple alternatives to paying long-term capital gains taxes on appreciated assets. The presentation will focus primarily in […]