Mind Bending: An Approach to Money and Wealth from the East and the West
What does money mean to you?
Please join us for this dynamic session with Renée Snow, Ph.D., CFP®, EA, who will present two worldviews on the meaning of money and our relationship to it.
This informal lunchtime gathering for financial planning students, professional wealth advisors, and people interested in learning more about the profession will begin with a discussion of the time value of money.
Snow will delve into traditional western wealth philosophies, such as the Protestant work ethic, how these have informed western capitalism, and how they create individual and societal challenges.
Helping your financial planning clients
Eastern philosophies, such as Vedas, Buddhism, and Jainism, and some of the associated life practices that relate to finances and money, bring another cultural perspective to the topic.
With new understanding, you will be able to guide your clients toward a more balanced relationship with their wealth and finances.
Snow is a Silicon Valley-based registered principal and investment advisor representative with more than 20 years of experience as a Certified Financial Planner®. She is also a UCSC Silicon Valley Extension instructor and chair of the Personal Financial Planning program.
WHO SHOULD ATTEND
This free quarterly Student Forum for financial planning professionals, students, and 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 to be held on the Zoom platform, will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation.
Please register by June 3.
Friday, June 5 at 12:00pm to 1:30pm