Friday, May 20 Quarterly Educational Meeting 8:00 AM to Noon The Tower Club, Oxnard Presenter 1: Bill Dallas, CEO w/Skyline Financial Topic: Home Sweet Home or Toxic Waste Presenter 2: John Buerger, CFP Topic: Changing Client Perceptions About Spending, Cash Flow & Budgets
Friday, Aug 19 Quarterly Educational Meeting 8:00 AM to Noon Spanish Hills Country Club, Camarillo Presenter 1: John Anderson, SEI Topic: Fees at a Crossroads Presenter 2: Sheryl Rowling Topic: Tax Efficient Investing for RIAs
Early Bird Prices: $45 member $65 nonmember After July 31st: $50 member $70 nonmember
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: TBD Topic: TBD
Early Bird Prices: $45 member $65 nonmember After Oct 31st: $50 member $70 nonmember
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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.