About

The Next Gen Forum is a mentoring forum series that empowers, educates, and illuminates individuals interested in the financial planning industry. The forum presents an array of topics, including:

Alumni Interviews

Employee Benefits and Retirement Planning

Estate Planning

Ethics

Financial Planning Policies

Introduction to Financial Planning

Investment and Portfolio Management

Risk Management and Insurance

Student Capstone Experiences

Student Interviews

Tax Management and Strategy

Working with Singles

Working with Women

Working with Couples

Working LGBTQ+

Working with Divorce

 

At each forum, an expert will discuss a topic in the field of financial planning to inspire critical thought and discussion.

Our Contributors

 

Kirk Lesh, PH.D.

Assistant Professor Economics

klesh@callutheran.edu

(805) 493-3788

 

 

 

 Hossein Salehi, PH.D. , CFP(R)

Assistant Professor, Financial Planning

hsalehi@callutheran.edu

(805) 493-3893

 

 

 

Omairah Azizi

Graduate Program Specialist, Financial Planning and MPPA

Omairahazizi@callutheran.edu

(805) 493-3678

 

 

 

Rafael Nieves Rios

Graduate Assistant

rnievesrios@callutheran.edu