Tag: California Lutheran University (page 1 of 6)

How to Leverage COIs and Referrals to Grow Your Business? (2/16/21)

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 […]

Lead Like an Ally (02/02/21)

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 […]

California Lutheran University Financial Planning Featuring Faculty Hratch Karakachian

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. […]

California Lutheran University Financial Featuring Faculty Daralee Barbera

Throughout Dr. Daralee Barbera’s life she has had many influences to help guide her to where she is today. Her parents were one of those influences as from a young age they encouraged her and her siblings by telling them they could do or be anything. Gender-related jobs did not exist in their world resulting […]

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 […]

California Lutheran University Financial Planning Featuring Student Kris Etter 

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 […]

California Lutheran University Financial Planning Featuring Faculty Colleen Carcone

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 […]

California Lutheran University Financial Planning Featuring Student Kendyl Roundtree 

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 […]

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 […]

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