Steering the business: Financial planners reflect on pandemic & recovery
When the pandemic hit and the market melted, financial planning firms had to dig deep to steer their clients and their business through the unknown. Some of them relied on emergency and contingency plans set aside for more common emergencies. They sheltered in place, counseled anxious clients via new remote platforms, and helped them make life choices amid enormous uncertainty.
Join us for an online panel discussion with Silicon Valley financial professionals and hear how they navigated the unprecedented challenges of 2020. How did they adapt? What are the sustaining lessons? What never changes? What will be the lasting impact on client relationships and operational plans? There will be plenty of time to ask questions.
- Eric Solve, CFP®, EA, Senior Advisor and Partner at Wade Advisory, an alumnus or and instructor with UCSC Silicon Valley Extension Personal Financial Planning certificate program.
- Ethan Pepper, CFP®, EA, Founder of Orchard City Wealth Management, LLC., and alumnus of UCSC Silicon Valley Extension Personal Financial Planning certificate program.
- Moderator: Dr. Renée Snow, CFP®, EA, a registered principal and investment advisor representative and chair of the Personal Financial Planning Program at the UCSC Silicon Valley Extension
- Registration closes Oct. 21.
WHO SHOULD ATTEND
The Student Forum for financial planning students and professionals, as well as prospective students, is cosponsored by the UCSC Silicon Valley Extension Personal Financial Planning program and the Silicon Valley chapter of the Financial Planning Association.
The event will be held virtually on Zoom. We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation.
Friday, October 23 at 12:00pm to 1:30pm