- Diversity: Embracing Differences, Bridging Gaps
- Effective Succession Planning
- Understanding Social Security
- Women and Personal Finance
Date: April 26, 2013 Time: Session I: 8:30am to 10 am + Session II: 10:15 am to 11:45 am Speaker: Rita Cheng Topic: Estate Planing with Rita Cheng Organization: Alpha Kappa Alpha Sorority, Inc. Location: Great Lakes Regional Conference
There is much you can do to streamline one of the most difficult financial planning decisions of your life. It’s never too early to prepare essential estate planning documents, but it can be too late. A very high percentage of people – even retirees – don’t have estate plans and many more who do, have documents that are out of date. Don’t wait until it’s too late, because when it comes to a will and other estate planning documents, when it’s too late, it’s too late.
Rita Cheng is the CEO of Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor, and a Certified Divorce Financial Analyst. She is the 2013 Chair of the Financial Planning Association of the National Capital Area (FPA NCA).
As a CFP Board Ambassador, Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She proudly serves on the FPA National Board of Directors and is a member of its Finance Committee.
She has been quoted and featured in numerous national publications and is a monthly columnist for the Washington Business Journal and the online business magazine for entrepreneurs, BeInkandescent.com.
Cheng studied at Keio University in Japan and earned her BS in Finance and her BA in East Asian Language and Japanese Literature from the University of Maryland, College Park. She is a recipient of Ameriprise Financial’s Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.
Cheng specializes in working with individuals and families to help them identify, clarify, and quantify their life financial goals and objectives. Through her personalized approach, she educates and empowers her clients to plan for their financial future. She proudly serves as a CFP Board Ambassador to help raise awareness in the public, policymakers, and media about the benefits of competent, ethical financial planning.