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 not open to the general public. Topic: Webinar Topic Overview: What does money mean to you? Please join us for this dynamic session where Dr. […]
Overview: Join FPA of Silicon Valley for as we wind down the day. Greet those you may usually see at chapter meetings and share with each other how things are going for you, your business, and your clients. Location: Online Date/Time: Thursday, June 25, 2020, 4:30 - 5:30 pm Registration: Click here
Overview: Dialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies. Topic: Dialogue of Volatile Markets Speaker: Chris Jeppesen, First Trust Featured Partner: Josh Wineriter, TD Ameritrade Institutional Location: Online Only About the Speaker: Chris Jeppesen is Chief of Advisor Consulting at First Trust. For more […]
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: Join Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile, content strategy, reaching out to COIs and even how to find them. FPASV is happy to offer this webinar […]
Overview: The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. In response to the COVID-19 precautions currently in effect Far West Roundup has chosen to move to an online format for 2020. […]
Overview: Join Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile, content strategy, reaching out to COIs and even how to find them. FPASV is happy to offer this webinar […]
Overview: Join Todd Barney, our chapter’s president-elect, who will share information on how to create a better Virtual Experience for yourself and those you engage with virtually. The session is 30 minutes plus time for Q&A. You will come away from this session with Ways to engage and interact with virtual audiences for a more […]
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 Event Apollo Lupescu will help assist advisors in structuring a more effective communication strategy around their investments for both clients and prospects. The session will […]
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 cash flow, delay Social Security or asset distributions, provide tax-free income and much more. It is one thing to talk about concepts, but it is […]