- Diversity: Embracing Differences, Bridging Gaps
- Effective Succession Planning
- Understanding Social Security
- Women and Personal Finance
Date: September 17, 2013 Time: Noon Speaker: Rita Cheng Topic: 2013 Academy of Behavioral Finance & Economics Conference: Saving and Investing for Retirement Organization: 2013 Academy of Behavioral Finance & Economics Conference Location: DePaul University, Chicago
About this speech: Rita Cheng will be presenting on the topic of diversity and its impact on saving and investing in retirement.
About Rita Cheng
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, policymakers, 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.
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.