Many of our clients are aging. Learn from a fascinating case study presented by Rob Lyman, CFP® of Johnson Lyman Wealth Advisors, based on the actual transition of a client from capacity to incapacity.
In this exciting and colorful event, we will review both the Board's Code of Ethics and Professional Responsibility AND The Financial Planning Practice Standards Plus the Six-Step Financial Planning Process!
Financial Planning Day is a event in which CERTIFIED FINANCIAL PLANNER™ Professionals volunteer to provide free one-on-one counseling to area residents. Financial Planning Day is intended to be a free benefit for the public, and volunteers are not allowed to solicit business, distribute business cards or marketing materials, or follow up with attendees. In other […]
Meeting Description Topic: Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today Nancy Reyes Mullins will review the foundational tenets of SRI investing as contrasted to traditional diversified investment strategies, including how SRI principles and strategies have evolved over time. Learn how to question your clients effectively on their specific SRI objectives, what […]
About the Meeting FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Join us at our upcoming NexGen meeting featuring speaker Kacy Gott, CFP®. This month's topic is "What's Next after CFP®?" Pricing and Registration Click here to register. This is a free […]
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These meetings are not open to the public. Meeting Description Topic: The Good, the Bad, and the Very Ugly Truth about Starting Your Own RIA Practice […]
Meeting Description Join us for a special treat this month as we host our holiday social, enjoy a motivational presentation, and vote on our 2018 Board of Directors. Our meeting and social will be from 4:00 to 6:00 pm. Topic: What is Your 140.6 Challenge? In today’s fast-paced and demanding technology workplace, employers need their […]
We will talk about the latest developments in personal and business taxation and how they may impact your clients. We will discuss both the big picture and and specific examples of the proposals applied at the client level.