Friday, Nov 18 Quarterly Educational Meeting 8:00 AM to Noon Spanish Hills Country Club, Camarillo Presenter 1: Paul Norr, CFP® Topic: Mindfulness for Financial Planners Presenter 2: Ashish Shrestha Topic: Retirement Readiness: Income as the Outcome
SEI is extending an invitation to Chapter members to attend their upcoming 2016 SEI Advisor Discovery Forum on NOVEMBER 9th at the Courtyard Marriott Los Angeles in Culver City. Enhance the success of your firm and learn how to take your business to the next level. To learn more about this opportunity and/or to register Click HereSpace is limited, RSVP as soon as possible!
The MBA in Financial Planning at California Lutheran University (CLU) is setting up an Internship Program for career changers in our area. While CLU can give them the technical skills to be good planners and pass the CFP, only you can help them learn those practical skills that they will need to be great planners.
The Internship Program will be run through the FPA Ventura County and will be administered by Mark Edwards, MBA. The Internship Agreement (based on the FPA endorsed format) can be download by clicking on the link below. If you have any questions or are interested in exploring this opportunity please contact Mark Edwards.