FPA of Ventura County
Serving Los Angeles, Santa Barbara, San Luis Obispo and Ventura Counties

 Upcoming Virtual Events: 

 

 

Friday, November 20, 2020     Quarterly Educational Meeting  

9:00 AM to 11:30 AM   via Zoom

Click here to view the Agenda  

Click here to register for this complimentary Zoom meeting!

Featured Topics:

-Year-End Charitable Planning: 2020 Trends & Strategies for Smarter Giving

  • Overview of the charitable landscape including trends resulting from tax reform and the current economic environment
  • How to identify the ‘right’ asset for your client to give instead of what is easiest
  • Update on the CARES Act, its impact to charitable giving, and specific strategies to implement with clients in 2020 and beyond
  • Family Philanthropy and engaging the next generation

Speaker: Kyle Casserino, Fidelity Charitable    Click here to view his Bio

-Reading Tax Returns for Financial Planning Opportunities

Speaker: Scott Bishop, STA Wealth Management    Click here to view his Bio

 

 


 


ANNOUNCEMENTS

 


Educational Opportunity

altThe California Lutheran University School of Management offers a variety of options for financial  planning professionals seeking a graduate degree. The MBA in Financial Planning provides the technical and business administration skills needed to pursue a leadership position or start and sustain your own practice. The new MS in Financial Planning refines your specialized financial planning acumen and client-relationship skills for advancement in the financial planning profession.


Internship Program

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.

alt Internship Agreement


  Find a Financial Planner or Certified Financial Planner (CFP®) in your area


For any questions please contact

[email protected]
1-877-281-0675
P.O. Box 188, Camarillo, CA 93011