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Upcoming events (2)
You are invited to join CLS by BARBRI on Wednesday, October 6 to learn more about the Paralegal Certificate Course©. Join our free, online informational session at 10am PST.
Our Business Development Director, Stephanie Elio will discuss:
1. Career growth and earning potential
2. An overview of how CLS works with accredited college and university partners
3. Course pricing and payment options
4. Course materials and textbooks
5. Instructor and peer/student interactions
6. How the online course works
There will be 15 minutes dedicated to Q&A, so please bring any questions you might have.
If you are unable to attend the webinar at this date and time, please still register and we will send out the recorded webinar for you to view.
How do you get your clients to live their plan—from financial goal-setting to retiring successfully?
For 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.
Join 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. Come with your questions and share your experience.
James Park, BA, APMA, branch manager at Ameriprise Financial and an advisory board member of the UCSC Silicon Valley Extension Personal Financial Planning certificate program.
Chris Wentzien, BA, MBA, CFP™, CPA, founding principal of Natural Bridges Financial Advisors and former instructor for the UCSC Silicon Valley Extension Personal Financial Planning certificate program
Working with clients at various points in the aging lifecycle
Balancing economic ups and downs in helping them take the steps they need to reach their goals
Common pitfalls and challenges
Q&A and Open Sharing
WHO THIS IS FOR
This event is a free professional development event for newcomers to the financial planning profession, people contemplating a career in the financial planning field, students and prospective students in the UCSC Silicon Valley Extension Personal Financial Planning certificate program, and FPA-SV members.
Registration for this free event is required. You will receive the Zoom link a few days prior to the event. Registration closes on Oct. 20.
This Student Forum event is co-sponsored by students of the UCSC Silicon Valley Extension Personal Financial Planning certificate program and the Silicon Valley chapter of the Financial Planning Association.