8:00 AM to Noon Santa Barbara Inn, Santa Barbara Presenter 1: Mark Prendergast, CFP®, CPA, CDFA Topic: Tax & Financial Planning in the Midst of Divorce Presenter 2: Eveyln Zohlen, MBA, MS, CFP® Topic: TBA
Early Bird Prices: $45 member $65 nonmember After Jan 31st: $50 member $70 nonmember View Meeting Flyer
Friday, May 19 Quarterly Educational Meeting
8:00 AM to Noon Los Robles Golf Course, Thous Oaks Presenter 1: Chris Hamilton, CPA, CFE, CVA Topic: Forensic Accounting Presenter 2: David Bergman, CFP®, CLU, ChFC Topic: 2 Hour Ethics for Financial Planners
Early Bird Prices: $45 member $65 nonmember After Apr 30th: $50 member $70 nonmember View Meeting Flyer
Friday, Aug 18 Quarterly Educational Meeting
8:00 AM to Noon Location TBD Presenter 1: TBD Topic: TBD Presenter 2: TBD Topic: TBD
Early Bird Prices: $45 member $65 nonmember After Jul 31st: $50 member $70 nonmember View Meeting Flyer
Click below for more details on Chapter Quarterly Meetings?
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.