Overview: Sign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend. Topic: A Roadmap for Fixed Income Investing in a Low Rate Environment Passively managed vehicles have grown exponentially over the past decade, buoyed by low fees, ease of use, and robust returns. But […]

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: Top 10 Skills and Attributes for New Planners to Master Panelists: Sarah Burchardt, CFP®, […]