Overview: Co-hosted with Santa Clara Estate Planning Council and the Society of Financial Service Professionals Special Time for this Event is 12:30 - 2:00 pm Topic: Planning for the Next Generation Speaker: Dr. Nathan Harness, TD Ameritrade Director of Financial Planning, Texas A&M University Featured Partner: Christina Gray, Stonecrest Venue: Online About the Speaker: More […]
Overview: Join Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic clients. We will discuss the importance of building strong relationships with your clients, how to properly develop and implement the recommendations for their financial plans, […]
Overview: Please join us for a panel discussion on the growing concern of Wildfires experienced in California and the Western States. A panel of experts discuss what has been learned, how to prepare for the next event, how are clients and advisors impacted and what to expect in the future. Topic: Fire Insurance Panel Panelists: […]
Overview: Topic: Zoom Makeover Speaker: Shelley Golden Venue: Online Registration: Click here
Overview: Topic: Prop 19 and Estate Planning Speaker: Patrick Kohlmann of Temmerman, Cilley & Kohlmann Featured Partner: Mike Ryan, Michael Ryan & Associates Venue: Online About the Speaker: TBA Cost: Members $25, Non-members $75, Student $10 Registration: Click here **The first 10 people to register for this meeting will receive a copy of The Last […]
Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA chapter. These meetings are not open to the general public. Overview: Topic: High Tech to Financial Coaching – An individual Journey Speaker: Christine Teh, Principal, […]
Overview: When a client informs you they are planning to divorce many thoughts come to mind. Should I get involved? What can I do to help? Is there a conflict of interest? While there is not a cookie-cutter approach to divorce finances, an understanding of the process and helpful information for the client(s) who are […]
Overview: Topic: Elevate Your Client Experience – How To 5X The Client WOW Factor Using Systems + Automation! Speaker: Cameo Roberson, Founder of Atlas Park Consulting & Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation Location: Zoom Webinar Cost: Free to FPA members Registration: Open. Click Find Out More below to register Find […]
Overview: Topic: Park Summer Social For FPA Members & Interns Speaker: None Location: Cuesta Park in Mountain View Cost: Free to FPA members & Interns Registration:
Overview: Topic: Today’s HNW Investor: Understanding and Addressing the Multi-Generational Opportunity Speaker: Rob Matella, Goldman Sachs Asset Management Featured Partner: Mackenzie Farwell, Axio Financial Venue: Webinar About the Speaker: Rob Montella Vice President, Business Practices. Rob serves as a Senior Strategist in Business Practices’ for GSAM’s Strategic Advisory Solutions team. He specializes in the delivery […]