Student Forum Meeting - October 2018

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).
These meetings are not open to the public.

A Day in the Life of a Financial Planner

Panelists: Russ Blahetka D.B.A., CFP�, Renata Carico, CFP�, Michael Gray, CFP�, Ph.D.

**Networking begins at 11:30 am. The program will be from Noon - 1:30 pm.

Meeting Description

As students, we spend our time learning about the financial planning framework, studying rules and metrics, and using our calculators to solve problems. Case studies are the closest that we come to being a financial planner. But, what is it like to actually be a planner? What are their primary tasks? What does a “Day in the Life” look like?

In this session, we will hear from a few panelists representing different business models discuss tasks such as: conducting new client introduction meetings, gathering client data and records, preparing a plan for a client, rebalancing portfolios, researching methods and resources, taking time for professional networking, etc.

This session is expected to be interactive with audience questions guiding the session. Please bring your questions for an interesting and dynamic event!

This is a free event for UCSC Extension PFP students and FPA members. Badges will be prepared for those registering for this event. Walk-ins may be restricted.

Speaker Biographies

Russ Blahetka D.B.A., CFP� is the founder and Managing Director of Vestnomics Wealth Management, LLC. Dr. Blahetka has been a financial advisor since 2002. Previous to this, he worked as an international consultant and trainer in the area of data communications and networking. He is an instructor at the UC Santa Cruz Extension where he teaches in the CFP� programs. When not working with clients or students he enjoys his HAM radio hobby. He currently holds an Amateur Extra license and is interested in Software Defined Radio (SDR) and digital mode operations.

Renata Carico, CFP� graduated from the University of Illinois, Urbana-Champaign with a B.S. degree in Metallurgy and Mining Engineering in 1986. She worked in the high tech and medical industries for more than 25 years before she began her career in the financial industry in 2012. She currently works at a well-known national brokerage firm as a Vice President – Financial Consultant. Renata holds Series 7, 66 and Insurance licenses. She earned her CFP� designation in May 2016.

Michael Gray, CFP�, Ph.D. is a CERTIFIED FINANCIAL PLANNER™ Professional at Family CFO, Inc., where he aims to connect people with investment solutions, working to understand his clients’ life stories and current circumstances before developing financial strategies that best address their needs. Michael considers it a privilege to work with his clients, and he enjoys establishing strong, long-lasting relationships with them based on mutual trust. Michael earned a bachelor’s degree from Williams College, and a Ph.D. in Cognitive Science from the University of California-San Diego. He has completed the Certificate Program in Personal Financial Planning at the University of California Santa Cruz, holds a NASAA Series 65 license for investment advisors and is a member of the Silicon Valley chapter of the Financial Planning Association. When not helping clients, you might find Michael playing with his 2 boys and family, running, swimming or meditating.

Pricing and Registration

This is a free event. Registration is open through October 2nd. If you must cancel, please contact Susan Adams at execdirector@fpasv.org.

Logistics

Entrance to parking lot is on Scott Blvd (across from Whole Foods), though the street address in on Bowers Avenue. If you use GPS, it will give you convoluted instructions. You may park anywhere in the lot. The lobby faces Scott. Upon entry, check the electronic signboard to your left (at 1st reception desk) and look for an event “Student Forum”, or with my name “Cynthia Riley” on it. The classroom number will be provided. You can ask the receptionist for directions to the room.

Lunch is not provided. A brown bag lunch is OK to bring. There is a Specialty’s Deli across the street (on Scott) along with a Whole Foods, Opas!, and other restaurants. The room will open up at 11:30 am for networking.

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association.