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
Overview: Topic: Virtual Holiday Party/Virtual Olive Oil Tasting Experience & Networking Speaker: McEvoy Ranch Representative Featured Partner: Beth Miller-Rowe, The Reverse Mortgage Group Venue: Zoom Webinar About the Speaker: N/A Cost: Members $25, Non-members $75, Student $10 Registration: Click Here
Overview: Topic: State of The Silicon Valley Economy Speaker: Larry Stone, Santa Clara County Tax Assessor Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Register Here
Overview: Topic: 2021/2022 Tax Update Speaker: Douglas Ratke of Radtke & Company CPAs Venue: Zoom Webinar About the Speaker: Doug is a California Certified Public Accountant and sole proprietor of Radtke & Company CPAs in Mountain View, a public accounting firm providing tax and attestation services. Cost: Members $40, Non-members $75, Student $10 Registration: Click […]
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: Financial Planning Business Models Speaker: Ethan Pepper, CFP®, EA, Founder of Orchard City […]
Overview: Topic: Financial Planning Day with Sunnyvale Public Library Speaker: Various 1-on-1 Consultations Venue: Zoom Webinar About the Speaker: Registration: Click here