2026 Personal Financial Planning Career Night w/ UC Berkeley Extension

NOTE: We will have our Monthly SF/EBOT Options meetup on Tuesday 3/17/2026 on Zoom as usual, HOWEVER, I know a lot of my students (from UC Berkeley & Rice U Online MBA) have asked me about careers in Finance & Wealth Management.

Here is an "INDUSTRY EVENT" I want to put on your radar as I will be speaking at the 5-8:30PM live event in SF around 7:15PM/PT on "The Role of a RIA" and likely drop a plug or two about my upcoming Summer 2026 UC Berkeley Extension class "Risk Management with Financial Derivatives" (see link to class registration at the bottom of this announcement) as well as how one may apply Options trading & hedging to Wealth Management strategies.

HOWEVER, I feel the 3+ hour event will be Extremely informative to any of those interested in the CFP designation and/or career in Wealth Management (or even enrollment in my summer class) ;-)

Here's the link to register:
https://www.eventbrite.com/e/2026-personal-financial-planning-career-night-tickets-1981449943119?aff=oddtdtcreator

Here's the details of the event:
Network with personal financial planning students, alumni and members of of the Bay Area professional financial planning community.
Don't miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students, alumni and members of the Bay Area professional financial planning community.
Panelists will discuss their career paths, industry trends and their choices to build successful careers.

Hope to see you there! (And on our 3/17 Zoom call the next day)

PS - for more on my Summer 2025 class:
https://extension.berkeley.edu/search/publicCourseSearchDetails.do?method=load&courseId=40268&b_source=google&b_medium=cpc&b_campaign=21869525911&b_adgroup=&b_keyword=&b_matchtype=&b_gclid=Cj0KCQiAtfXMBhDzARIsAJ0jp3BwVfA4Fq-cHJ4kN3iUlR0k9xROYAbmwPyxbLgsdBSmOVjKR1YDiugaAlJiEALw_wcB&b_device=c-&b_position=&b_adid=&b_placement=&b_random=4945308656779116427&gad_source=1&gad_campaignid=21869526196&gbraid=0AAAAADgHbDItEoDoofdlw0_6FK2GAYutA&gclid=Cj0KCQiAtfXMBhDzARIsAJ0jp3BwVfA4Fq-cHJ4kN3iUlR0k9xROYAbmwPyxbLgsdBSmOVjKR1YDiugaAlJiEALw_wcB#!#connectedCertificateDetails_17108