FPASV Events Calendar

Student Forum Announcement

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program.

Upcoming MeetingDate and Time:  Friday, February 25th, 2011,   12:00 noon – 1:30 pm

Location:   UCSC Extension in Santa Clara (2505 Augustine Drive)

Topic:    How to Build a Network of Allied Professionals

Speakers: Panel of several allied professionals:

• Joe Cucchiara (mortgage professional)
• Rich Dayton (estate planning attorney)
• Don LeDoux, Certified Financial Planner
• Teresa Scagliotti  (insurance professional/planner

The success of a financial planner’s career involves many other professionals in the financial services industry, such as insurance agents, investment managers, tax professionals, mortgage brokers, estate attorneys and benefit consultants, etc. 

In this forum we invite some of those professionals with whom you would normally interact to have them share their thoughts on how they can help you build your practice, as well as establish reciprocal referrals.

Seating will be limited.  Please RSVP to Stanley Tseng at novastmm@gmail.com  to reserve your seat early.

Mark your calendar and contact Andrew Nguyen andrew070761@yahoo.com to be added to the Student Forum email notification list