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UID:614-1519992000-1519997400@www.fpasv.org
SUMMARY:Student Forum - Other Career Options with Your CFP® Designation
DESCRIPTION: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. \nOverview:\nOther Career Options with Your CFP® Designation\nMost students\, upon completion of the UCSC-Extension Personal Financial Planning coursework\, begin their job search with “traditional” financial planning firms – those providing full service financial planning support to their client base. But\, as with other professions\, there are often other\, nontraditional\, sources of employment for the newer practitioners. We have recruited a panel of 3-4 professionals that have found\, either currently\, or in a previous position\, employment utilizing their CFP® designation in somewhat nontraditional areas: Credit Unions\, Financial Coaching\, and others. \nCome join us for this lively and informative panel of professionals sharing their experiences. Whether you know exactly what path you plan to follow or are still weighing your options\, this talk will provide you with valuable information. \nThere is no charge for this event\, which is open to FPA members and UCSC Ext. PFP students only. \nAbout the Speaker:\nChris S. Blodgett began his career in financial services over 17 years ago upon moving to the South Bay Area to attend school. Chris became licensed and registered in 2008 with the firm CUNA Mutual Group with an emphasis on helping to provide alternatives to traditional retail banking solutions. Wanting to continually help clients at a greater depth and provide service in a more holistic way\, he decided to make the transition to working with CU Financial Partners\, LLC. \nChris focuses on helping individuals and families of the Greater Bay Area\, in particular Credit Union members with their individual and unique financial objectives. His main emphasis is retirement planning\, insurance\, investments\, alternatives\, and generally educating members on financial awareness. He is currently registered with Series 6\, 7\, 63\, 66 Securities registrations and also holds a California Life\, Health\, Annuities\, and Long-Term Care Insurance licenses. Also\, Chris has recently completed the UCSCx Certificate program in Financial Planning and is preparing to sit for the CFP exam this July. Chris is a graduate of San Jose State University with a B.S. in Business Administration with an emphasis in Financial Markets. \nDr. Renée Snow\, Ph.D.\, CFP®\, EA has worked as a Certified Financial Planner® for the past 20 years and has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in Accountancy and worked 8 years for a large regional CPA firm. While at the firm\, she prepared income taxes for clients and began pursuing her CFP designation. Today\, Dr. Snow manages her own firm and specializes in tax planning\, asset management\, and the psychological aspects of wealth management. Dr. Snow is an associate professor at Sofia University\, formerly the Institute of Transpersonal Psychology\, where she teaches Transpersonal Finance\, Quantitative Research\, and Mixed Methods Research. She is also Chair of the Personal Financial Planning Program at the University of California Santa Cruz Extension and teaches the Practicum course. \nChristine Teh\, is the founder of Teh Financial Coaching. She teaches people how to budget and basically take control of their financial house. Most of the issues surrounding clients is the struggle to get to positive cash flow. Last year she realized her passion for finance and decided to take the first CFP class. She fell in love with it on the first class and started thinking of transitioning to become a financial planner but realized it’s more realistic economic wise to keep her day job and start doing financial coaching on the side. Christine started her career as a Data analyst at Wells Fargo. She is currently continuing the work fulltime at Visa for Internal Audit. She has also completed the income tax class with H&R Block and became a certified tax preparer helping two experienced tax preparers. She hopes to add this service to her business next year. Her motto right now is to do what she loves on the side without giving up on her stability and good income till hopefully someday she can making a living only doing what she loves. \nNiki Theil\, CFP®\, MS in Finance\, spent her early career in corporate finance for HP. Shortly after finishing the Personal Financial Planning program at UCSC Extension and passing the CFP® Exam\, she started working at Investor’s Capital Management (ICM) in 2013. At ICM she helps with all aspects of the business. Her responsibilities are split between traditional financial planning work\, such as setting up new clients\, attending client meetings\, creating financial plans\, and her other role of managing the office. In that role she hires and supervises employees\, organizes office operations and procedures\, and does just about anything else necessary to keep the office running smoothly. For fun\, she prepares taxes for seniors as an AARP Foundation Tax-Aide volunteer. She is also a member of the Financial Planning Association (FPA). Niki lives in Mountain View with her husband\, Jeremy. Her two children are currently in college. \nCost:\nThere is no charge for this event\, which is open to FPA members and UCSC Ext. PFP students only.
URL:https://www.fpasv.org/event/student-forum-other-career-options-with-your-cfp-designation
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
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DTSTART;TZID=UTC:20180309T113000
DTEND;TZID=UTC:20180309T133000
DTSTAMP:20180208T082739Z
CREATED:20180103T085723Z
LAST-MODIFIED:20180208T082739Z
UID:568-1520595000-1520602200@www.fpasv.org
SUMMARY:March 2018 Chapter Meeting:  Acquisition: Lifcycle of a Deal
DESCRIPTION:Overview:\nThe 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 the best at each step in the deal lifecycle so you are in the best position to win the deal. This will be a lively session where you can get answers to your questions. \nFeatured Partner: Michael Ryan\, Michael Ryan & Associates \nAbout the Speaker:\nJohn Turner joined Live Oak Bank with over 30 years in the financial services industry. Prior to joining Live Oak Bank\, John ran a successful practice as a financial advisor in the Midwest. He went on to hold several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society. John’s latest position included leading a practice management department where he has developed a deep expertise in practice staffing\, practice financial management\, practice acquisitions and succession planning. Over the years John has had experience buying\, brokering or financing over 500 acquisition deals. John looks forward to assisting you with your practice financial needs and practice management ideas when requested. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door/Late Registration $60.00 for FPA members\, $75.00 non-members. \nEarly registration is open through Monday\, March 5th.  No refunds after Tuesday\, March 6th.
URL:https://www.fpasv.org/event/buying-and-financing-the-acquisition-of-advisory-practices
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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DTSTART;TZID=America/Los_Angeles:20180328T173000
DTEND;TZID=America/Los_Angeles:20180328T193000
DTSTAMP:20181220T002433Z
CREATED:20181220T002433Z
LAST-MODIFIED:20181220T002433Z
UID:1191-1522258200-1522265400@www.fpasv.org
SUMMARY:March 2019 NexGen Social
DESCRIPTION: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. \nOverview:\nJoin us for a social with our NexGen group. \nLocation: TBD \nDate/Time:  Wednesday\, March 28\, 2019\, 5:30 – 7:30 pm
URL:https://www.fpasv.org/event/march-2019-nexgen-social
LOCATION:CA
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BEGIN:VEVENT
DTSTART;TZID=UTC:20180329T173000
DTEND;TZID=UTC:20180329T193000
DTSTAMP:20180301T091456Z
CREATED:20180107T031517Z
LAST-MODIFIED:20180301T091456Z
UID:597-1522344600-1522351800@www.fpasv.org
SUMMARY:March 2018 NexGen Social
DESCRIPTION: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. \nOverview:\nOur March NexGen event will be a social. \nLocation:  Antonio’s Nut House\, 321 California Ave\, Palo Alto 94306 \nThis is a free event.  RSVP here:  http://events.constantcontact.com/register/event?llr=9v8v6qpab&oeidk=a07ef671z9gdea7d929
URL:https://www.fpasv.org/event/march-2018-nexgen-event
LOCATION:Antonio’s Nut House\, 321 California Ave\, Palo Alto\, CA\, 94306
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