When

Friday, May 21, 2021 from 12:00 PM to 1:30 PM PDT
Add to Calendar 

Where

This is an online event. 
 

 
 

Contact

Susan Adams 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

 Student Forum Meeting - May 2021

 

Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).
These meetings are not open to the public. 

*LOG IN INFORMATION WILL BE SENT AT A LATER DATE*

Session opens at 11:50 am for Announcements

High Tech to Financial Coaching – An individual Journey

Speaker: Christine Teh, Principal, Teh Financial Coaching

Meeting Description 

Join us for this fascinating dual topic session where UCSC Extension in Silicon Valley Personal Financial Planning Program student Christine Teh (www.TehFinancialCoaching.com) speaks about her transition from the Tech industry to Financial Coaching, initially starting out her coaching business as a side hustle for two years before taking the leap of faith in 2019.  This year marks two years working full time with her own business as a Financial Coach.  She will share her experience and learnings in the transition process.  And then she will pivot and share her experiences as a coach. How does she identify problem behaviors? How does she work to change individual’s behaviors? Learn ways that she encourages people to finance their futures.


Come with your questions!

This event will be held online via Zoom.  We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. You will receive the Zoom link a few days prior to the event.  Registration closes on May 19th, 2021.

***11:50 announcements

***12:00 webinar presentation begins

Speaker Biographies

More information coming soon.


Pricing and Registration

This is a free event.  Registration is open through May 19, 2021.  If you must cancel, please contact Susan Adams at execdirector@fpasv.org.