November 2019 Meet Jack Kirby, a 4+1 student who started his graduate degree early in his undergraduate career due to the 4+1 program offered at California Lutheran University. Kirby graduated with a degree in Accounting in May 2019 and is now pursuing an MBA in Financial Planning, as well as working for Wells Fargo Advisor […]
Tag: MBA Financial Planning (page 7 of 8)
NAIFA LA Meeting: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size The owner’s financial service business is required to meet industry compliance, as well as the owner’s retirement, needs to exit successfully. To do so, they often rely on appraisers or financial intermediaries to facilitate the exit or succession transition. The […]
WIFS – Los Angeles Chapter Meeting: Enhancing Retirement Success Rates In The United States How successful are U.S. retirees at sustaining assets from retirement to death? What retirement strategies will enhance their ability to live a successful retirement? Come learn from: Dr. Chia-Li Chien, PhD, CFP, PMP Assistant Professor & Director of Financial Planning Program […]
Join Hratch J Karakachian, CPA, ESQ and Chia-Li Chien, Ph.D., CFP®, PMP® to discuss the recent Stimulus Package. First, we’ll discuss the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Then Dr. Chien will talk about […]
Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More Complex Retirement Planning. TheStreet: Retirement Daily.
Dr. Chien will interview Hratch J Karakachian, CPA, ESQ about SECURE Act. What you need to know to help your clients and CFP exam? Attorney Karakachian 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 […]
Women in Financial Services Daralee Barbera started her career as a maths teacher in the day and a college professor at night. Fast forward a few decades later to the present day, and she now has a very different career to the one she started with. For the last 34 years, she has worked in […]
Enhancing Retirement Success Rates in the United States As college students, we have barely started our careers, let alone started thinking about them ending and our retirement. But, should we start thinking about it now at such a young age? Well, I think we should educate ourselves and start thinking about it. If we spend […]
Are you considering a Financial Planning Career? Is JP Morgan Chase right for you? When Danny Zelaya graduated from university, he wanted to be a pastor or teach religion. He had no interest in working in business, nor did he plan to work in the field. After being a pastor for two years, he moved […]
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 […]
© 2024 Next Gen Mentoring Forum
Theme by Anders Noren — Up ↑