Overview: Topic: Investment Storytelling in the Age of Data Speaker: Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors Featured Partners: Christina Gray, Stonecrest and Mike Sukle, NFP Location: Virtual […]

Overview: We will examine costs and misconceptions about reverse mortgages, and then review multiple case studies of them to manage sequence of returns risk, Long Term Care risk, improve household […]

Overview: Today, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods, averaging roughly 8,000 days […]

Overview: TBA Topic: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today Speaker/Sponsor: Keith Haag, Hines. Location: TBA About the Speaker: TBA Cost: Free […]

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 […]

Overview: Financial Planning Day with San Mateo County Libraries Location: Virtual Event Time: 12:00pm - 4:00pm Registration: Click here    

Overview: Due to the ongoing debate over health care in the United States, the subject is on the minds of many. Especially weighing, is the topic of "Medicare" and what […]

Overview: Topic: Navigating the Real Estate Terrain (Commercial & Residential), Post Covid-19. What’s Next? Panelists: Shafiq Taymuree & Christina Gray, Stonecrest; Mike Ryan, Michael Ryan & Associates; Keith Haag, Hines; […]

Overview: End of Year Chapter Meeting and Gourmet Boutique Chocolate Tasting Every attendee will receive a box of specialty chocolates by Timothy Adams Chocolates. We will all meet online for […]

Overview: Join us for “inside the beltway” insights on the latest developments in Washington. You’ll get the information you need to navigate this rapidly evolving market environment. We will cover […]