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% of Americans near retirement age can pass a basic retirement income literacy quiz. But, it is not just a lack of literacy holding Americans back. […]
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 is effective October 1, 2019. The goal of this program is to position the application of CFP Board's Code of Ethics and Standards of Conduct […]
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 a faculty of highly experienced and nationally known deans and mentors, program participants or residents spend their days role-playing and working through real-life financial planning […]
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 chapter). These meetings are not open to the general public. Topic: Preparing for the CFP®Exam Overview: The CFP® exam seems a mystery. You hear it […]
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 Partner: Todd Barney, Invesco Overview: With a record-long bull market and the recent inversions in the yield curve, worries about a coming recession have been […]
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 the real estate space, yet will describe how you can apply in some circumstances to personal property. Learning Objective: Gain a basic grasp of different […]