Overview: Join Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic […]

Overview: Please join us for a panel discussion on the growing concern of Wildfires experienced in California and the Western States.  A panel of experts discuss what has been learned, […]

Overview: Topic: Zoom Makeover Speaker: Shelley Golden Venue: Online Registration: Click here

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: […]

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 […]

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 […]

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 […]

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 […]

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 […]