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February 2022 Student Forum
February 25, 2022 @ 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: Financial Planning Business Models
Speaker: Ethan Pepper, CFP®, EA, Founder of Orchard City Wealth Management, LLC; Phuong N. Quach, CFP®, CRPC®, BFA, Private Wealth Advisor and a co-owner of Quach, Chien & Associates; Eric Solve, CFP®, EA, Senior Advisor and Partner at Wade Financial
Location: UCSC Extension in Santa Clara (3175 Bowers Avenue)
Registration: Click here