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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]