Events

June 6, 2019     “Decipher™ Discover How you Think About Money”

Guest Speaker:      Linda Clayton

Linda Clayton has a Bachelor’s degree from in history from UCLA, an MBA degree in Financial Planning, and is a Certified Financial Planner ™.   She works with multigenerational families, and women in transition. Through customized financial planning and education, she empowers clients to take control of their finances to achieve their goals.

Where: Online (Zoom)

Time: 12:00pm-12:30pm

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May 30, 2019     “Advance Directives: A Practical Conversation Part 1”

Guest Speaker:      Guest Speaker: Jeffery Lang

Jeffrey Lang, MS, ChFC, CFP®. is the Director of Supervision for the Southeast Division and a Financial Planner of Lincoln Financial Advisors, a Registered Investment Advisor and Broker-Dealer.

Where: Online (Zoom)

Time: 12:00pm-12:30pm

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May 16, 2019    “Critical Illness Near Retirement”  (Rescheduled TBD)

Guest Speaker:       Kimberly Turner, Ph.D. Candidate, MSFS, CFP®,                                                                      ChFC®,  CLU®, AEP®, CAP®

Mrs. Turner is a community activist. Kimberly cares about issues affecting women, children and affordable housing.  Her philanthropic efforts are focused through her support of The Salvation Army, The NAACP, BC Affordable Housing Council and global missionary work. Her passion is teaching others financial literacy topics and biblical principles.

As the Broker/Owner of CENTURY 21 The Turner Group for over ten years, She managed three successful real estate offices and received numerous awards. During this time she served as a part-time faculty instructor at Brevard Community College, has held several real estate and mortgage designations, and was inducted into the real estate hall of fame.  The Home Builders & Contractors of Brevard Association honored her as the 2001 Real Estate Sales Manager of the year.

Where: Online (Zoom)

Time: 12:00pm-12:30pm

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May 16, 2019    “Commission vs. Ethics (Fiduciary)”

Guest Speaker:       Igor A. Zey, MSFS, CFP®, CLU®, ChFC®, CAP®, AEP ®, TEP

Igor Zey has been a frequent speaker on the subjects of financial, charitable, and estate tax planning in the context of marital dissolutions, ESOPs, executive compensation, disability and life insurance planning, and asset protection planning to various professional groups of attorneys, doctors, Certified Public Accountants (AICPA and California Society of CPAs), and insurance producers. Many of his courses have been approved for MCLE and CPE credits. He is currently a PhD Candidate in Financial & Retirement Planning and received his Masters in Financial Services from The American College of Financial Services.

Where: Online (Zoom)

Time: 12:00pm-12:30pm

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May 9, 2019     “Blockchain and Crypto Currency”

Guest Speaker:      Guest Speaker: Jeffery Lang

Jeffrey Lang, MS, ChFC, CFP®. is the Director of Supervision for the Southeast Division and a Financial Planner of Lincoln Financial Advisors, a Registered Investment Advisor and Broker-Dealer.

Where: Online (Zoom)

Time: 12:00pm-12:30pm

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May 2, 2019     “How to Create a High Performance Practice”

Guest Speaker: Michael J. Prior, Ph.D., DBA, Ed.D., MBA

Michael Prior is an experienced global executive specializing in strategic planning, restructuring, leading new business development and international expansion. He has developed personalized dynamic sports racing car strategies that deliver long term value to clients. In addition, he has created and led innovative projects, established global relationships and partnerships, and designed innovative leading-edge consumer value propositions. Michael received his Doctorate of Business Administration from Nova Southeastern University and his Doctorate of Education from Pepperdine University. He also has a Doctorate of Philosophy in International Business Management from the International School of Management in Paris France.

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For Financial Planning Professionals, Join Me!

April 19_JITR (2)

Click here to find out more about this continuing education credit opportunity for CFP® professionals.

 

FPA Study Group Continuous blog 2019

 

Where: Online (Zoom)

When: Every Thursday

Time: 12:00pm-12:30pm

What You Can Expect
The mission of the Mentoring Forum series is to empower, educate, and illuminate individuals who are interested in the Financial Planning industry. At each forum an expert will discuss a topic in the field of financial planning with the purpose of inspiring critical thought and discussion.

Come prepared with questions as you do not want to miss this unique opportunity to have a conversation with a professional in the field!

For more information contact the California Lutheran University School Of Management: som@callutheran.edu

 

April 25, 2019     “Tax-Efficient Strategies for Wealth Distribution

(Decumulation)”

Guest Speaker: Mark Edwards. MBA, CFP®

Mark Edwards has over 30 years of investment management experience. He spent 11 years at the Minnesota State Board of Investment where he managed internal equities and oversaw the trading desk. He spent the next 20 years as a Managing Partner at the Plexus Group, where he consulted with mutual funds, money managers, brokers and pension funds on process management, quantitative management, and trading.He has written numerous articles for both the Journal of Portfolio Management and for the Financial Analyst Journal.

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April 18, 2019     “Buy Out Agreement?”

Guest Speaker: John Thiel, CFP®

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April 11, 2019     “Persuasion vs. Manipulation” Part 2

Guest Speaker: Guest Speaker: Jeffery Lang

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April 4, 2019     “Persuasion vs. Manipulation”

Guest Speaker: Guest Speaker: Jeffery Lang
Jeffrey Lang, MS, ChFC, CFP® is the Director of Supervision for the Southeast Division and a Financial Planner of Lincoln Financial Advisors, a Registered Investment Advisor and Broker-Dealer. Jeffrey is a PhD candidate in the Financial and Retirement Planning Program at the American College. He served as the Financial Planning Association of Maryland’s President in 2003 and as its Chairman in 2004.  Jeff has been a member of the adjunct faculty for professional studies for the CFP® program at the University of Baltimore, Villa Julie College and California Lutheran University and is frequently invited as a guest lecturer at The American College, The University of Maryland, The University of Baltimore, as well as professional associations.   REGISTER NOW