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 […]
Overview: Topic: China Internet & Equity Market Update Speaker: Brendan Ahern, Chief Investment Officer Featured Partner: Kira Benson, EMQQ Venue: Webinar About the Speaker: Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2012. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of […]
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: Taking the Long View: Preparing Your Clients for Retirement Speaker: James Park, APMA, […]
Overview: Topic: Combating Zoom Fatigue Speaker: Shelley Golden Location: Virtual Event Cost: Free to FPA members Registration: Click here
Overview: Topic: Anticipated Tax Law Changes/Can CRUTs replace “Stretch IRA”? Speaker: Roxanne T. Jen, Esq. Featured Partner: Greg Hacker, Open Mortgage Venue: Zoom Webinar About the Speaker: TBA Cost: Members $25, Non-members $75, Student $10 Registration: Click Here