Info Session: Personal Financial Planning

2018-12-04 18:30:00 2018-12-04 20:00:00 America/Los_Angeles Info Session: Personal Financial Planning

Interested in a career in Personal Financial Planning?

Do you want to do a better job of managing your own finances and helping people manage their wealth? Financial planning and wealth management remains a fast-growing field because of the complexity of financial decisions facing all of us. Join us in this session where program coordinators and instructors provide an overview of UCSC Extension's Certified Financial Planner Board-registered program. Please register in advance to ensure space in this session. 

Presenter: Renee Snow

RENÉE SNOW, Ph.D., CFP®, EA, Extension program chair, has worked as a Certified Financial Planner® for the past 20 years and has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in accounting and worked eight years for a large regional CPA firm. Renee manages her own firm and specializes in tax planning, asset management and the psychological aspects of wealth management.
 

UCSC Silicon Valley Extension, 3175 Bowers Ave., Santa Clara UCSC Extension Silicon Valley events@ucsc-extension.edu
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   Start Date :

12/4/2018 - 06.30 PM

   End Date :

12/4/2018 - 08.00 PM

   Location :

UCSC Silicon Valley Extension, 3175 Bowers Ave., Santa Clara

   Instructors :

Renee Snow, Instructor/Chair, Personal Financial Planning

   Cost :

0

Interested in a career in Personal Financial Planning?

Do you want to do a better job of managing your own finances and helping people manage their wealth? Financial planning and wealth management remains a fast-growing field because of the complexity of financial decisions facing all of us. Join us in this session where program coordinators and instructors provide an overview of UCSC Extension's Certified Financial Planner Board-registered program. Please register in advance to ensure space in this session. 

Presenter: Renee Snow

RENÉE SNOW, Ph.D., CFP®, EA, Extension program chair, has worked as a Certified Financial Planner® for the past 20 years and has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in accounting and worked eight years for a large regional CPA firm. Renee manages her own firm and specializes in tax planning, asset management and the psychological aspects of wealth management.
 

Additional Info :

Have more questions about individual Personal Financial Planning courses? Connect with our Outreach Team, (408) 861-3860 or ExtensionProgram@ucsc.edu

No fee to attend, but please sign up so we know you're coming.


Sign up for this Info Session

You may also contact our Outreach Team at (408) 861-3860 or ExtensionProgram@ucsc.edu.

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