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:Her Voice, Her Legacy: Helping Female Clients 'Own' their Financial Future
Early Bird Prices: $45 member $65 nonmember After Jan 31st: $50 member $70 nonmember View Meeting Flyer
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.