Keynotes

Chien, C.-L. (2020, Apr 23). Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size. National Association of Insurance and Financial Advisors – Los Angeles.
Chien, C.-L. (2019, April 10). Leverage Financial Planning to growth business. Women in Insurance & Financial Services: WIFS Education Webinar, Albany, NY. https://youtu.be/Eugp2O7Va3k
Chien, C.-L. (2020, Jan. 08). The Future of Advising. Women in Insurance & Financial Services: WIFS Education Webinar, Albany, NY
The Future of Advising in Light of Automation Part 3 (Jan 23, 2020)
Chien, C.-L. (2020, Apr 02). Enhancing Retirement Success Rates In The United States. Women in Insurance & Financial Service – Los Angeles.

Chien, C.-L. (2019, Nov 13). Diversity Program Case Studies. The CFP Board Center for Financial Planning, 2019 DIVERSITY SUMMIT. Washington, D.C.

Chien, C.-L. (2019, Oct 21). Enhancing Retirement Success Rates in the United States. FPA Student Club at West Texas A&M University. Canyon, TX.

Chien, C.-L. (2019, May 22). Near retirement? What are some practical strategies preparing for retirement?. California Lutheran University: Campus Community Day, Thousand Oaks, CA.

Chien, C.-L. (2019, May 17). Selling Financial Planning Practice. Financial Planning Association Ventura County: Quarterly Chapter Meeting at Spanish Hills Country Club, Camarillo, CA.

Chien, C.-L. (2019, April 29). Future of Financial Advising. University Village (UVTO), Thousand Oaks, CA.

The Future of Advising in Light of Automation Part 1 (Jan 23, 2020)
The Future of Advising in Light of Automation Part 2 (Jan 23, 2020)