Tag: MBA Financial Planning (page 2 of 5)

Lead Like an Ally

February 2,  2021 Lead Like an Ally    Julie Kratz’s passion and calling in life is to help others with the often difficult conversation of diversity, equality, and inclusion, leading as an ally for others. Working in corporate America for 12 years while also earning an MBA, Kratz had the opportunity to help women leaders with […]

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

November 25, 2020 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 […]

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 

November 12, 2020 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 […]

California Lutheran University Financial Planning Featuring Faculty Colleen Carcone

November 2, 2020 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 […]

California Lutheran University Financial Planning Featuring Student Kendyl Roundtree 

October 15, 2020 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 […]

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 […]

Why is Talent Management Important for Financial Planning Practices?

November 11, 2020 Why is Talent Management Important for Financial Planning Practices?     We all know the definition of talent and management, but what exactly does talent management mean? Vlad Vaiman explored this definition when opening his webinar interview with Dr. Chia-Li Chien. Essentially, talent management is a set of meaningful techniques. Vaiman explained there are […]

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