Student Forum Meeting - Oct 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

Taking the Long View: Preparing Clients for Retirement

Speaker: James Park, APMA, Branch Manager, Ameriprise Financial and Principal of WisdomSource Wealth Advisory Group; Chris Wentzien, MBA, CPA, CFP�, Founder and Principal of Natural Bridges Financial Advisors

Meeting Description

How do you get your clients to live their plan—from financial goal-setting to living in a successful retirement? For professional financial planners, helping clients build a retirement plan has a work scope much broader than simple TVM calculations and amassing a specific pot of money.

Join two seasoned financial planners in a dynamic virtual discussion about the practical tools financial planners use to help clients identify the hard and soft goals for a successful retirement plan. We’ll talk about working with clients at various points in the aging lifecycle, balancing economic ups and downs in helping them take the steps they need to reach their goals. Common pitfalls and challenges will be addressed. Come with your questions and share your experience.

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 for this free event is required. You will receive the Zoom link a few days prior to the event. Registration closes on October 20th, 2021.

Come with your questions!

***11:50 announcements

***12:00 webinar presentation begins

Speaker Biographies

James Park is a Branch Manager of one of the most successful offices at Ameriprise Financial who works together with financial advisors to grow their financial planning businesses and runs a large practice of his own. He has twenty-four years of experience working in the industry of investments and finance. James’ efforts and successes have earned him recognition as top 100 Branch Manager/Trainer by OnWall Street in 2017. Prior to managing branch operations, James was one of the top financial advisors with Ameriprise and at his prior firm Merrill Lynch.

James graduated from Santa Clara University with a bachelor’s degree in biology and gives his time back as an Advisory Board Director at UCSC Extension Silicon Valley Personal Financial Planning Program. He also has had an opportunity to chaperone students on a trip Guatemala for several meaningful community projects. He is also designated as an Accredited Portfolio Management Advisor (APMA).

James has been happily married to his wife, Sarah, for the past 20 years and devotes his time with his family, Connor, Faith, and Hazel (dog), and at their local church. On his downtime, he enjoys playing golf and running – Training for marathon races.

Chris Wentzien is the founder and principal of Natural Bridges Financial Advisors. He holds a BA in Economics from the University of California at Santa Barbara and an MBA from Westminster College. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA). Prior to starting his own firm in 2008, Chris worked at a leading Silicon Valley wealth management firm. He is a former instructor at the UCSC Extension Silicon Valley Personal Financial Planning Program. He has also served on the Board of Directors for the Silicon Valley Financial Planning Association and Alliance of Comprehensive Planners. As a former professional soccer player, Chris is one of the founders of the Santa Cruz County FC Revolution, a non-profit premier youth soccer club working with underserved children in Santa Cruz County.

Chris & his wife, Vilma, live in Santa Cruz and have two adult children and two grandchildren

Pricing and Registration

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 for this free event is required. Registered attendees will receive the Zoom link a few days prior to the event. Registration closes on October 20th, 2021.

This is a free event. If you must cancel, please contact Tonia Forbus at execdirector@fpasv.org.