Taking the Long View: Preparing Clients for Retirement

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.

SPEAKERS

  • 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 


AGENDA

  • Announcements

  • Panel Discussion

  • 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

  • Networking


 

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.

EVENT SPONSORS

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.

Friday, October 22 at 11:50am to 1:30pm

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This event requires registration.