Retirement Tools and Processes—A Student Forum

2019-05-17 11:30:00 2019-05-17 13:30:00 America/Los_Angeles Retirement Tools and Processes—A Student Forum

Retirement Tools and Processes: Guiding clients through the retirement planning process

A Financial Planning Student Forum

Helping clients plan for retirement is a complex and dynamic process. There are many considerations—financial, personal, and professional. Our panel of experienced financial practitioners will address:

  • Planning for Social Security claiming options;
  • Helping clients address the softer side of retirement in terms of an encore career and other personal goals; and
  • Setting up the nuts and bolts of the “pot of gold” needed to fund a ongoing retirement life.

There will be amply time for questions. 

Panelists

Eric Solve, CFP®, EA, a partner and senior advisor at Wade Financial Advisory, will host the event.

Panelists to be announced.

Registration

Registration for this free event will be available soon at www.fpasv.org

This event is restricted to UCSC Extension students and alumni, prospective Personal Financial Planning students, and members of the Financial Planning Association of Silicon Valley.

Registration badges are required and seating may limit walk-ins.

Co-Sponsors

This interactive panel discussion is sponsored by the UCSC Extension Personal Financial Planning student forum group and the Financial Planning Association of Silicon Valley (FPA-SV). 


 Badges will be prepared for those registering for this event.  Walk-ins may be restricted.

UCSC Silicon Valley Extension, 3175 Bowers Ave., Santa Clara UCSC Extension Silicon Valley events@ucsc-extension.edu
Registration opening soon.

   Start Date :

5/17/2019 - 11.30 AM

   End Date :

5/17/2019 - 01.30 PM

   Location :

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

   Instructors :

   Cost :

0

Retirement Tools and Processes: Guiding clients through the retirement planning process

A Financial Planning Student Forum

Helping clients plan for retirement is a complex and dynamic process. There are many considerations—financial, personal, and professional. Our panel of experienced financial practitioners will address:

  • Planning for Social Security claiming options;
  • Helping clients address the softer side of retirement in terms of an encore career and other personal goals; and
  • Setting up the nuts and bolts of the “pot of gold” needed to fund a ongoing retirement life.

There will be amply time for questions. 

Panelists

Eric Solve, CFP®, EA, a partner and senior advisor at Wade Financial Advisory, will host the event.

Panelists to be announced.

Registration

Registration for this free event will be available soon at www.fpasv.org

This event is restricted to UCSC Extension students and alumni, prospective Personal Financial Planning students, and members of the Financial Planning Association of Silicon Valley.

Registration badges are required and seating may limit walk-ins.

Co-Sponsors

This interactive panel discussion is sponsored by the UCSC Extension Personal Financial Planning student forum group and the Financial Planning Association of Silicon Valley (FPA-SV). 


 Badges will be prepared for those registering for this event.  Walk-ins may be restricted.