Student Forum Meeting - June 2020

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. 

*THIS EVENT HAS BEEN CHANGED TO A WEBINAR*
*LOG IN INFORMATION WILL BE SENT AT A LATER DATE*

Mind Bending:  The Approach to Money and Wealth East Vs. West 

Speaker: Dr. Renée Snow, CFP®, EA

Meeting Description 

What does money mean to you?  Please join us for this dynamic session where Dr. Renée Snow will present two different worldviews of the “Meaning of Money”, and our relationship with the same.  She will present a unique view of the Time Value of Money, and will delve into some of the traditional Western Wealth Philosophies, such as the Protestant Work Ethic, and how these have informed Western Capitalism, and have created some individual and societal challenges.  She will then share some Eastern Philosophies – Vedas, Buddhism, and Jainism, and some of the associated life practices as related to finances and money.  There will be learnings that you can share with your clients, and help guide them towards a better balanced relationship with their wealth and finances.  There will be time for questions, and some interactive discussion about practical applications.

***11:50 announcements

***12:00 webinar presentation begins

Registration closes June 3rd.

Speaker Biographies

Renée Snow, Ph.D., CFP®, EA, a registered principal and investment advisor representative, has worked as a Certified Financial Planner® for the past 20 years. She has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in accountancy and worked eight years for a large regional CPA firm. She manages her own firm and specializes in tax planning, asset management, and the psychological aspects of wealth management. As a financial planning instructor at UCSC Extension, she grounds students in the philosophy of economics while giving them the practical tools to work in the financial services industry. The focus of her research has been an inquiry into the ancient texts of Buddhism, Hinduism, and Jainism as they apply to financial management. Snow has published works in the areas of leadership and behavioral finance. She currently serves as chair of the Personal Financial Planning Certificate Program Advisory Board for UCSC Extension.

Pricing and Registration

This is a free event.  Registration is open through June 4, 2020.  If you must cancel, please contact Susan Adams at execdirector@fpasv.org.

Logistics

Entrance to parking lot is on Scott Blvd (across from Whole Foods), though the street address in on Bowers Avenue.  If you use GPS, it will give you convoluted instructions.  You may park anywhere in the lot.  The lobby faces Scott.  Upon entry, check the electronic signboard to your left (at 1st reception desk) and look for an event “Student Forum.”  The classroom number will be provided.  You can ask the receptionist for directions to the room.

Lunch is not provided.   A brown bag lunch is OK to bring.  There is a Specialty’s Deli across the street (on Scott) along with a Whole Foods, Opas!, and other restaurants.  

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.  

 

Register Now!