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 […]
Overview: Topic: Financial Planning Day with Sunnyvale Public Library Speaker: Various 1-on-1 Consultations Venue: Zoom Webinar About the Speaker: Registration: Click here
Overview: Topic: Digitization Has Accelerated Growth in Gaming and Digital Assets Industries Speaker: John Patrick Lee, Product Manager of VanEck Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Click here
Overview: April 8 Chapter Meeting Rescheduled to April 26 @ 5:00pm to 8:00pm Topic: Joint Associations Networking Collaborative with Magic Act Special Event - Financial Association of Silicon Valley, Santa Clara County Estate Planning Council, and Silicon Valley Association for Financial Professionals Speaker: Theron Schaub Venue: LvL Up Arcade & Gastropub About the Speaker: San […]
Overview: Topic: What is Long Term Care Insurance and Why Many Clients Will Need it PLUS Happy Hour Networking Speaker: Jesse Thai of American Brokerage Network Sponsors: NFP & Cantor Fitzgerald Venue: Topgolf San Jose About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Click here
Overview: Topic: "The Last Things We Talk About" (End of Life Transition Estate Planning Map) Speaker: Rev. Dr. Elizabeth Boatwright, BCC-PCHAC, CFP® Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $75, Student $10 Registration: Click here
Overview: Topic: What you need to know about the future of Real Estate and how it will impact you Speaker: Sandy Jamison, REALTOR® Venue: Top Golf San Jose & Pilot Zoom Video Streaming About the Speaker: Sandy is highly acclaimed with numerous awards and credentials including “Realtor of The Year” by the Santa Clara County Association of […]
Overview: Topic: Apes in the ether: digital assets yesterday, today, and in your client's legacies Speaker: Mitch Mitchell, TrustandWill.com Venue: Zoom Webinar About the Speaker: Mitch is Associate Counsel of Estate Planning at Trust & Will, where he acts as an integral part of the company’s internal legal team. As an experienced estate planning and probate […]
Overview: Topic: Annual Ethics Virtual Seminar Speaker: Curt Weil, CFP® Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $60 (late fee from Oct 8 - Members $60, Non-members $75) Registration: Click here
Overview: Topic: FAFSA Changes that WILL Impact Your Clients Speaker: Cozy Wittman, College Inside Track Venue: Zoom Webinar About the Speaker: As Education and Partnership leader at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search […]