Dr. Chien will interview Jennifer Bacarella, AIF, CWS, on “How to Leverage COIs and Referrals to Grow Your Business?” on February 16, 2021, at 1:00pm PST. Many matured financial planning or service practices spend a limited amount on their sales and marketing. They leverage the Center of Influences (COIs) and referrals as a way of marketing. In […]
Dr. Chien will interview Julie Kratz on “Lead Like an Ally” on February 2, 2021, at 1:00 pm PST. Human Capital is not in any business’ balance sheet. Yet, Human Capital is the most important and valuable assets of any company. Financial Planning professionals are leaders in their firm as well as leaders to their clients. In […]
December 7, 2020 Hratch Karakachian has an undying love for education. It has propelled him through college, his career, as a professor, and even his hobby of Texas Holdem poker. Over the years, Hratch has had two influences that have inspired him and fueled his love of learning. His first inspiration comes from his father. […]
About the speakers: Hratch J Karakachian, CPA, ESQ, is a senior adjunct faculty member at California Lutheran University School of Management. He has been teaching in the MBA in Financial Planning Program since 2013. He has taught Principles of Estate Planning, Income Tax and Strategy, Managerial Accounting, and Foundations of Accounting and Finance courses. Hratch […]
When Kris Etter was young his dream job was to be a major league baseball player. However, after an injury, he could no longer pursue it and needed to switch careers. While he may no longer be hitting home runs on the field, now as a financial planner he spends his time helping others plan […]
Colleen Carcone has a passion for helping others. Whether that is at her day job as an Income Tax and Estate Planner or as a professor at California Lutheran University. Her biggest influences growing up were her parents. Her mother was a nurse. She turned her passion for nursing into a career in the healthcare […]
Have you ever wondered where your hard-earned money went? How satisfied are you in reaching your financial independence? California Lutheran University has a not-for-credit course in Introduction to Personal Finance. The course is designed for working adults to enhance their financial journey. The course provides an overview of the financial journey and necessary tools in […]
Kendyl Roundtree loves her job and helping others so much as a Certified Financial Planner that she genuinely feels she is not working! Roundtree is a well-accomplished young woman for her young age, working her way up the career ladder in financial planning. Roundtree went to Loyola Marymount University in Los Angeles to study for […]
Dr. Chien interviewed Jeremy D Witbeck, MBA, CFA, CFP® on “Year-End Investment Planning” on Dec 9, 2020, at 1:00pm PST. We could all agree that 2020 is an outlier year compared to the historical cycle. The new normal shapes our life going forward. In this session, we will discuss the following questions: Tax Code Refresher […]
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