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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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Overview: The next several years represent an unprecedented opportunity to acquire practices or succeed from your practice. According to a recent Accenture study 2.3 trillion in AUM will transfer. Are you ready? Come listen to John Turner, a 30-year practice management professional and Senior Loan Officer at Live Oak Bank, talk about how to be […] |
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FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Join us for a social with our NexGen group. Location: TBD Date/Time: Wednesday, March […] |
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FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Our […] |
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