Tag: Chia-Li Chien (page 1 of 4)

How Does Grit Help Financial Professionals Succeed in the Financial Services Industry? With CFP®, RICP®, ChFC®, CDFA, CLTC With Angela Ribuffo (2/8/2022)

Dr. Chien will interview Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC on How Does Grit Help Financial Professionals Succeed in the Financial Services Industry?  On February 8, 2021, at 2 pm PDT. You may feel that you are not moving forward with your career goals or not reaching your financial goals within the time horizon you […]

Why Should You Consider a Career in Financial Planning? with Dominique J. Henderson Sr. CFP® (1/25/2022)

Dr. Chien will interview Dominique J. Henderson Sr. CFP® on Why Should You Consider a Career in Financial Planning? on January 25, 2022, at 2 pm PDT. Many people want to search for a career that has the combination of helping others and managing money. Financial planners can be teachers, mentors, and coaches for clients that […]

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 […]

Biden Tax Updates with Colleen Carcone J.D., CFP® (12/07/2021)

Colleen Carcone J.D., CFP®, presented “Biden Tax Updates” on Dec. 07, 2021, at 05:00 PM PDT. There are a lot of priorities from the Biden-Harris Administration Immediate Priorities, American Rescue Plan, and the American Jobs Plan, just to name a few. Attorney Carcone will help us to break down what changes are expected in the next few years. Guest: Colleen Carcone […]

FinServ Foundation Info Session (11/09/2021)

The FinServ Foundation and California Lutheran University are partnering to offer students the opportunity to apply to the FinServ Program. The Carson Group partnered with BlackRock to develop a program for undergraduates interested in joining the financial planning services industry. Participants will gain both a broad and deep understanding of the financial services profession, as […]

Diversitas Regional Event (11/02/2021)

Tuesday, November 2nd at 4:30 PM – 6:30 PM via Zoom This event was the first Diversitas regional event hosted by California Lutheran University Financial Planning and California State University Northridge Financial Planning. Diversitas is an event where financial planners and wealth managers come together with career influencers to discuss financial planning with young people and […]

What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP®, CeFT® (11/09/2021)

Dr. Chien interviewed Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “What Matters the Most? Help Your Clients Write Legacy Letters for Family and Friends” on Nov. 09, 2021, at 02:00 PM PDT. In the Estate Planning Section from the comprehensive financial planning, we often recommend clients to write a “final letter of last instruction.” A final letter […]

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 […]

Integrating Interpersonal Neurobiology into Financial Planning with Julie Fortin, CFP®, FBS®, CeFT® (10/05/2021-Canceled)

Due to an unforeseen situation, our guest  Julie Fortin, CFP®, FBS®, CeFT® canceled this interview on Oct. 5, 2021, at 2:00 PM PDT. We sincerely apology the inconvenience. We will re-schedule Dr. Chien to interview Julie Fortin, CFP®, FBS®, CeFT®, on “Integrating Interpersonal Neurobiology into Financial Planning” in Spring 2022. Guest: Julie Fortin, CFP®, FBS®, CeFT®, is a Partner and […]

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