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SUMMARY:October 2021 Chapter Meeting
DESCRIPTION:Overview:\nTopic: China Internet & Equity Market Update \nSpeaker: Brendan Ahern\, Chief Investment Officer \nFeatured Partner: Kira Benson\, EMQQ \nVenue: Webinar \nAbout the Speaker: \nBrendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2012. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares)\, which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs\, which has contributed to his profound knowledge of the ETF landscape. \nBrendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks\, brokers\, and regional and boutique research firms. He produces a daily update called China Last Night (www.chinalastnight.com)\, which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia\, and he is quoted in The Wall Street Journal and Investor’s Business Daily. \nBrendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco. \nCost: Members $25\, Non-members $75\, Student $10 \nRegistration: Click here
URL:https://www.fpasv.org/event/october-2021-chapter-meeting
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20211022T120000
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SUMMARY:October 2021 Student Forum
DESCRIPTION:Student Forum Meetings are intended for current\, former and prospective students\, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program\, and for members of any FPA chapter. These meetings are not open to the general public.\n \n\n\nOverview:\nTopic: Taking the Long View: Preparing Your Clients for Retirement \nSpeaker: James Park\, APMA\, Branch Manager\, Ameriprise Financial and Principal of WisdomSource Wealth Advisory Group; Chris Wentzien\, MBA\, CPA\, CFP®\, Founder and Principal of Natural Bridges Financial Advisors \nLocation: Zoom Session\, Details to follow with Registration \nHow do you get your clients to live their plan—from financial goal-setting to living a successful retirement? \nFor professional financial planners\, helping clients build a retirement plan has a work scope much broader than simple TVM calculations and amassing a specific pot of money. \nJoin two seasoned financial planners in a dynamic virtual discussion about the practical tools financial planners use to help clients identify the hard and soft goals for a successful retirement plan. We’ll talk about working with clients at various points in their aging lifecycle\, balancing economic ups and downs\, and helping them take the steps they need to reach their goals. Common pitfalls will be addressed. \nCome share your experience. \nThis event will be held online via Zoom.  We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. You will receive the Zoom link a few days prior to the event.  Registration closes on October 19\, 2021. \nAbout the Speaker:  \nSpeaker Bio will follow shortly.
URL:https://www.fpasv.org/event/october-2021-student-forum
LOCATION:CA
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