Category: Investment Planning (page 1 of 2)

Year-End Investment Updates with Jeremy D Witbeck, MBA, CFA, CFP® (12/14/2021)

Dr. Chia-Li Chien, CFP, PMP, CPBC interviewed Jeremy D Witbeck, MBA, CFA, CFP® on “Year-End Investment Updates” on Dec. 14, 2021, at 02:00 PM PDT. We are not quite finished with 2021 yet!  What steps could you take for your year-end investment before we cross over to 2022? In this session, we will discuss the following topics: Tax Code […]

Changing Your Financial Behaviors Through Stories with Jake Cousineau (11/02/2021)

Dr. Chien interviewed Jake Cousineau, on “Changing Your Financial Behaviors Through Stories ” on Nov 02, 2021, at 02:00 PM PDT. We learn how to manage money in very different ways. Some of us are lucky to have excellent role models at home. For example, Dr. Chien watched, learned, and modeled after her parents at a […]

Why you should consider using a Trust company to manage your assets? with Eric W. Cosentino, CTFA (10/19/2021)

Dr. Chien interviewed Eric W. Cosentino, CTFA, on “Why you should consider using a Trust company to manage your assets?” on Oct. 19, 2021, at 2:00 PM PDT. Certified Financial Planner or CFP® often recommends the clients set up a trust when their financial situation warrants such a valuable tool.  One out of five financial advisors […]

Can Robo-Advisors Help Financial Planning Professionals? (4/20/21)

April 20, 2021 CAN ROBO-ADVISORS HELP FINANCIAL PLANNING PROFESSIONALS?   Since the beginning of the pandemic, technology has progressed rapidly allowing adjustment to living and working at home. Still relatively new to the industry robo-advising is also progressing rapidly.  In June 2019, Vanguard’s robo-advisor managed a total of $140 billion and over 10 billion U.S. dollars […]

2020 Year-End Tax Planning Opportunities

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 […]

Year-End Investment Planning (12/09/20)

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 […]

What is International Financial Planning?

December 18, 2020 What is International Financial Planning?    As globalization becomes more apparent in our lives, there is an increase in the number of people moving around the world and owning properties in more than one country. We are all global citizens which means we have the ability to live where we choose, however, what […]

A Niche with COIs

September 05, 2019 Ever since Kathryn Courain was 6 years old she has loved horseriding. Growing up in Santa Barbara County, north of Los Angeles, she spent her childhood surrounding herself with horses. From a young age, she was taught the importance of discipline, structure, and initiated a competitive drive within herself.  Courain earned her […]

Year End Investment Planning – Jeremy Witbeck

Here is a transcript of the webinar: Cindy Grether:  Good morning everyone. Today’s presentation “Year End Investment Planning” is brought to you by California Lutheran University’s financial planning program. We have one of our instructors who is presenting today, it’s Jeremy Witbeck. Jeremy is also an alum of the program. He received his MBA and […]

Mike Panesis – Executive Director for Entrepreneurship

Mike Panesis explains what an Angel Investor is and how it works to be in this field.

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