California Financial Literacy Roundtable - Los Angeles | U9990916

Date :
September 29, 2016 8:00 AM - 1:00 PM
Location :
Los Angeles
Facility :
California State Univ, Los Angeles College of Business & Economics
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Level of Difficulty :
CPE Credits :
CPE 3.00
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How You Can Help Californians Better Manage Their Personal Finances If you are a California educator, community volunteer, elected official, a CPA or just interested in improving financial literacy in the State of California, join us for the 2016 California Financial Literacy Roundtable- Los Angeles on Sept. 29 at California State University, Los Angeles. Participants will meet from 8 a.m. to 1 p.m. to address three pressing financial literacy topics: the student load debt crisis, retirement security for Californians and the state of financial literacy in public education . The roundtables are a series of regional events throughout the state that are sponsored by CalCPA Institute, a 501(c)(3). The purpose of these half-day programs is to build connections within the California financial literacy community, to promote financial education and to focus on how we can empower all Californians to better manage their finances through education. There is no registration fee. All meals, parking and three hours of continuing professional education (CPE) for CPAs is included. Register by Sept. 23 for a chance to be win a $50 gift card from Agendas and registration for the roundtables is available at No cost for registration. All meals, parking and three hours of CPE are included.


•Explore ways to improve financial literacy in California.
•Build connections within the California financial literacy community.
•Identify opportunities for promoting financial education.
•Advance your knowledge of how to empower all Californians to better manage their finances through education.
•Discuss retirement security for Californians and the student loan debt crisis.
•Learn about the successes and challenges of financial literacy in public education.

Major Subjects:

•Student loan debt crisis
•Retirement security for Californians
•Successes and challenges of financial literacy in public education.

Advanced Prep:


Misc. Information:

Date: Sept. 29 Time: 8-9 a.m./registration & breakfast; 9-noon/program; Noon-1 p.m./networking lunch Location: California State University, Los Angeles 5151 State University Drive, Los Angeles Golden Eagle Building- Ballroom I      
PARKING UPDATE: Guests are to pick up a parking permit at the Welcome Center booth located at the intersection of Paseo Rancho Castilla and Campus Rd. Proceed to park in either lots 5 or 7. If parking in Lot 5, elevators are available to reach the campus level in Structure C. Please refer to the campus map for directions. 
Level of Difficulty:
Field of Interest:
Designed For:
California educators, nonprofits, parents, students, community volunteers, state and local elected officials, financial literacy advocates and stakeholders and financial professionals.


Andrew Chou
Andrew B. Chou, CFP® is the founder of NexGen Wealth Management in Los Angeles. Andrew has more than fifteen years of experience advising business owners and families on retirement planning, estate planning, asset protection, and investment management. Prior to founding his own firm, Andrew held senior positions with both Fidelity Investments and TD Ameritrade. As an strong advocate for the financial planning profession, Andrew currently serves as the President of Financial Planning Association of San Gabriel Valley, and he also teaches CERTIFIED FINANCIAL PLANNER ™ curriculum at UC Irvine. For his contribution and leadership in the industry, Andrew was recognized by InvestmentNews as a top 40 Under 40 advisor in the U.S. in 2015. He was also a 3 time finalist in the Asian Business Award, presented by Los Angeles Business Journal.
Jonathan Choy
Jonathan has been in the financial aid/higher education industry for 23 years and currently serves as the Associate Director of Financial Aid at Cal State LA. His experience in financial aid includes working at several other Southern California public, private, and propriety institutions.
Michael M Eisenberg, CPA, PFS
Michael received his undergraduate degree from California State University at Northridge in 1970 and became a Certified Public Accountant in 1973. He received his Juris Doctor degree from West Los Angeles School of Law in 1979. He received the Personal Financial Specialist (PFS) designation in 1999 from the American Institute of Certified Public Accountants (AICPA). Established Professional Corporation in 1985 specializing in individual tax planning and compliance, estate planning and financial planning. In 1999, after receiving the Personal Financial Specialist (PFS) designation from the AICPA and becoming a Independent Registered Investment Advisor (RIA), added investment advisory services and wealth management to the practice. Michael's office is a family-run, family oriented business. We are very selective about taking on new clients, but when we do, they get our undivided attention. Since we like to receive personal service and attention when dealing with other professionals, we feel that our clients deserve the same. We would describe our practice as a boutique office where generations of families are comfortable and confident with the many services we provide.
Representative Mike Eng
David Hicok
David’s expertise in financial services is focused on wealth management and preservation, business succession and family legacy planning with over 17 years of financial services industry experience. David attended the State University of New York at Albany where he majored in political science and the University of Redlands, where he received a Bachelor of Science in Business. He earned the Chartered Financial Consultant designation (ChFC) from the American College and plans to take the Certified Financial Planner exam in the fall. David worked as a financial advisor at Sagemark Private Wealth Services for nearly 10 years before becoming an independent, fee only planner. He uses a values based approach to help clients make sound financial decisions. David is equally as effective working with business owners with complex needs as with retirees concerned about protecting and preserving their wealth for future generations. He is a sought after public speaker and has been asked to speak at CalTech, Kiwanis, City of Pasadena, Los Angeles Public Library and countless groups around Southern California. Before moving to Pasadena, he was a long time resident of Laguna Beach where he was Treasurer and Vice President of the Laguna Beach Chamber of Commerce. He is currently the Chairman and Past President of the San Gabriel Valley Financial Planning Association. He has also served on the board of the FPA of California. He is a regular attendee of the Estate Planning Council of San Gabriel Valley and host for the Collaborative Advisory Group in Pasadena and DTLA, a networking group for professionals. He enjoys outdoor activities like tennis, golf and hiking as well as reading and wine tasting.
Connie Moore-Kelly
Connie Moore-Kelly Director of BITA since 2009, Ms. Moore-Kelly is a math teacher with a background in the corporate sector having worked on the B-2 bomber program and Space Shuttle program. She is a passionate advocate for ‘21st –century’ hands-on teaching, incorporating technology use and first-hand business experiences for her students
Robert Steven Seltzer, CPA
Katherine Vander Veen, CPA
Katie has been working in public accounting since 2009. She is experienced in assisting clients with their accounting, financial statement and taxation needs, particularly in the industries of healthcare and other professional service areas. She received her Bachelor of Arts in Business Administration with an emphasis in Accounting from California State University Fullerton in 2009. She has been a licensed Certified Public Accountant in the State of California since 2011. She is Co-Chair of the Inland Empire Chapter of the California Society of CPA’s Financial Literacy Committee.
No Agenda or Materials posted.