Learn about how to set up your estate plan and how to help clients set up an integrated life plan in a 10-week UCSC Silicon Valley Extension finance course.
Category: Personal Financial Planning
UCSC Extension instructor named to state insurance board
Congrats to Jesse Dogillo, owner of Bay Area Financial and Insurance Services and an instructor at UCSC Silicon Valley Extension, who has been reappointed to the state Curriculum Board by California Insurance Commissioner Ricardo Lara.
Passing the PMP® Exam on the first try
How do you prepare for a 200-question, four-hour test that’s renown for being extremely difficult?
Social Security decisions in retirement
“A lot of financial plans succeed or fail based on the decisions people make about Social Security.”
Design a retirement strategy for clients
“It’s an interweaving of emotions and actions.”
Personal Financial Advising: From Boomer to GenX
“Whether it’s charity or retirement planning or educational planning, it’s all about asking questions.”