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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 […] |
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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 […] |
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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 […] |
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