Friday, July 12, 2019 from 7:30 AM to 10:00 AM PDT
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Rancho Cordova City Hall 
2729 Prospect Park Drive
Rancho Cordova, CA 95670

Driving Directions 


7:30 am

Registration & Networking


8:10 am 

Welcome, Breakfast, Chapter and Sponsor Acknowledgements


8:30 am

Presentation Begins 


9:30 am 

Q & A / Presentation Ends


9:35 am 

Raffle & Closing Remarks

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Cultural Intelligence: Different Values & Behaviors in Financial Planning


Stephanie J. Lee, CFP
Founder, East Rock Financial Services, LLC



In California, 60% of residents are non-white, and the 40% who are white come from many backgrounds. While differences make every group interesting, they also bring challenges to understanding a client's values and behaviors. The goal of this session is to examine cultural dimensions that may affect the client relationship. An example would be eye contact. In some cultures, eye contact is considered necessary to build trust; in others, eye contact can be seen as disrespectful or challenging. By learning about behavioral differences, we can build a deeper connection to our clients.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.

Bring a Guest and Win Big!
We are always looking to grow our membership and one way to do this is to invite potential members to the meetings. This month, we would like to encourage you to bring a guest to the meeting to learn about the chapter and meet our awesome members. You will be entered into a separate raffle for the possibility to win a $25 gift card! Together, we can expand our current network!

About the Speaker(s): 

Stephanie J. Lee, CFP
Founder, East Rock Financial Services, LLC

Stephanie J. Lee, CFP is the founder of East Rock Financial Services, LLC, a financial planning and wealth management firm. She previously was a Director with a global financial firm, working with bankers in 17 countries on portfolio analysis. Stephanie volunteers as a Parks & Rec Commissioner and as Treasurer on the Board of Directors for California Jump$tart, a nonprofit dedicated to improving K-12 financial education. She has degrees from Yale and USC and has been quoted by The New York Times, The Wall Street Journal, Reuters, and the BBC. Stephanie is a jazz bassist and rock violinist who has performed on 21 recordings; as a member of The Recording Academy, she votes on the Grammy Awards.