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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: Topic: Estate Planning Speaker: E.J. Hong Location is 700 South B Street, Suite 200, […] |
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Overview: Getting Started with LinkedIn Note: Level of complexity is Intermediate; not beginner level. Social networks are a time and cost-efficient way for financial advisors to market themselves. While social networks like Twitter and Facebook definitely have their place, LinkedIn is by far the most valuable for planners and advisors. LinkedIn is now an all-in-one […] |
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Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program, UCSCX PFP alumni, and for members of the Financial Planning Association (any chapter). These meetings are not open to the general public. Surviving an Audit of Your Practice (California) ****Please join us in this collaborative session between […] |
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