March 2021 Meeting
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SCCEPC is partnering with the Financial Planning Association of Silicon Valley and the Society of Financial Services Professionals - Silicon Valley Chapter to host a joint meeting.
Planning for the Next Generation
Presented by: Nathan Harness, Ph.D., CFP®
Clients are facing new financial problems, and information is developing at incredible speeds. Many clients are also on the precipice of a large transference of wealth flowing from senior generations to Millennials and Generation X. Developing trust across generations is not built overnight and requires an understanding of the needs of future households. Planners need a plan for providing clarity through communication that imbues confidence for our clients. Dr. Nathan Harness will discuss how advisors today should think about trust, communication, clarity, the need to plan, and how an investment in the next generation can be an investment in lasting success.This program offers one hour of CE for legal, accounting and CFP (pending approvals). A general certificate of attendance is available for self-reporting additional designations.
SCCEPC Member - $20
Guests - $40
You will receive a confirmation email upon registration which includes the meeting link. If you do not receive this email immediately following registration, please CHECK YOUR SPAM FOLDER. Thank you!
Contact Stacie Sarasio @ 402.210.9446 or email@example.com