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Overview: Changing the Cybersecurity Conversation Wes Stillman will be offering a more positive approach to how RIAs can proactively respond to the call of cybersecurity by putting the power and responsibility in the hands of the advisor. This interactive session offers improvements to four core business areas with fifteen best practices a firm can immediately […] |
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Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members, $25 for non-members, with attendees bringing a bag lunch. Pre-registration is required […] |
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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. Overview: Other Career Options with Your CFP® Designation Most students, upon completion of the UCSC-Extension Personal Financial Planning […] |
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