October 2015 Student Forum Meeting

 

Annuities 101:  Understanding the Basics of Annuity Contracts

Speaker:   Renée Snow, Ph.D., CFP®, EA, Principal of ASL Financial, LLC

Meeting Description 

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).  These meetings are not open to the public. 

Join us for an educational and interesting look at Annuity Contracts.   Dr. Snow will discuss the basics of the various types of annuities:  immediate, deferred, fixed, variable and indexed.   For each, Dr. Snow will discuss the unique characteristics, benefits, drawbacks and special considerations.   With this basic grounding, she will then review a few possible client scenarios where an annuity product might be suitable for meeting income needs in retirement.  If there is time available, the group can discuss specific client scenarios.  

Speaker Biography

Renée Snow, Ph.D., CFP®, EA, has worked as a Certified Financial Planner® for the past 20 years and has combined technical financial expertise with psychology and philosophy in service to her clients. She earned a M.S. in Accountancy and worked 8 years for a large regional CPA firm before forming her own wealth management corporation where she specializes in tax planning, asset management, and the psychology of money.   Dr. Snow is the Chair of the Certified Financial Planning Program at the University of California Santa Cruz-Extension and an instructor for the final course in the series called Practicum. In this class she grounds students in the philosophy of economics while giving them the practical tools to work in the financial services industry.   Dr. Snow is also an adjunct professor at Sofia University, formerly the Institute of Transpersonal Psychology, where she teaches Transpersonal Finance, Quantitative Research, and Mixed Methods Research. The focus of Dr. Snow’s research is an inquiry into the ancient texts of Buddhism, Hinduism, and Jainism as they apply to financial management. Dr. Snow has published works in the areas of leadership, behavioral finance, and mindfulness.

Pricing and Registration

This is a free event.  Registration is open through October 22nd.  If you must cancel, please contact Susan Adams at execdirector@fpasv.org.

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program.  

 

Register Now!