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 […]

Overview: Today, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods, averaging roughly 8,000 days […]

Overview: TBA Topic: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today Speaker/Sponsor: Keith Haag, Hines. Location: TBA About the Speaker: TBA Cost: Free […]

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: Financial Planning Day with San Mateo County Libraries Location: Virtual Event Time: 12:00pm - 4:00pm Registration: Click here