- This event has passed.
October 2021 Student Forum
October 22, 2021 @ 12:00 pm - 1:30 pm
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: Taking the Long View: Preparing Your Clients for Retirement
Speaker: James Park, APMA, Branch Manager, Ameriprise Financial and Principal of WisdomSource Wealth Advisory Group; Chris Wentzien, MBA, CPA, CFP®, Founder and Principal of Natural Bridges Financial Advisors
Location: Zoom Session, Details to follow with Registration
How do you get your clients to live their plan—from financial goal-setting to living a successful retirement?
For professional financial planners, helping clients build a retirement plan has a work scope much broader than simple TVM calculations and amassing a specific pot of money.
Join two seasoned financial planners in a dynamic virtual discussion about the practical tools financial planners use to help clients identify the hard and soft goals for a successful retirement plan. We’ll talk about working with clients at various points in their aging lifecycle, balancing economic ups and downs, and helping them take the steps they need to reach their goals. Common pitfalls will be addressed.
Come share your experience.
This event will be held online via Zoom. We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. You will receive the Zoom link a few days prior to the event. Registration closes on October 19, 2021.
About the Speaker:
Speaker Bio will follow shortly.