Dr. Chien interviewed Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PST on Assist Clients to “Give It Twice” with a T-CRUT. There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while giving charity gifts? […]
Tag: CLU (page 1 of 4)
Cristina Campbell, CFP®, is passionate about assisting her clients in reaching their financial goals by creating effective financial plans and investment strategies. She has over 13 years of experience in the financial services industry and specializes in retirement planning. While studying for her MBA in Financial Planning, Campbell had the opportunity to work at Empirical […]
Dr. Wade Pfau, Ph.D., CFA, RICP®, presented on “Navigate Important Financial Decisions for Retirement” On February 15. 2022 at 2 pm PST. Retirement is one of the most significant decisions clients need to make and save for because a retirement fund will help cover medical and general expenses and afford needs and wants. However, several decisions, […]
Dr. Chien interviewed Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC on Motivate Financial Professionals to 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 set when […]
Dominique J. Henderson Sr. CFP® has been in the financial services industry since 1998. Ever since he attended elementary school, he was passionate about helping people “win with their money.” With over two decades of experience in the financial services industry, he has built a diverse skill set in strategy, data analysis, investment research, portfolio […]
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 […]
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 […]
May 18, 2021 How to Attract Women Clients? Dr. Shine Lei is one of few individuals to have a CFP ® certification in both the U.S. and China. In the webinar, “How to Attract Women Clients?” Dr. Lei shares her research and insight on working with women clients. Her career began as a trained […]
March 16, 2021 Why Post-Widowhood Marriage Exposes Those to Future Risk? When Dr. Kathleen Rehl’s husband died in 2007 she experienced widowhood for the first time. According to Dr. Rehl’s research, 70% of women will experience widowhood in their lifetime compared to 80% of men who die while married. What’s more, women living in poverty […]
March 11, 2021 How Can Interpersonal Neurobiology (IPNB) Be Integrated Into Financial Planning? Finances are an essential part of anyone’s life. For Julie Fortin, she fell in love with intimately working with others to help them make decisions about their finances. After earning her master’s degree and working in the institutional side of financial […]
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