Local Chapter

Date: July 11, 2017
Time: 11:30 am – 1:30 pm
Topic(s): Tax Planning in the Trump Era
Speaker(s): Lawrence Pon, CPA/PFS, CFP, EA USTCP, Pon & Associates
1) THE CITY CLUB registration
2) SAN MATEO WEBINAR registration (lunch provided and only 20 spaces available)
3) Registration for WEBINAR VIEWED ON YOUR COMPUTER

Date: July 13, 2017
Time: 5:30 pm – 7:00 pm
Topic(s): Emerging Advisors Forum – The Comprehensive Planning Approach to Long-Term Care for Advisors
Speaker(s): Allen Hamm, Superior LTC
Location: Golden Gate University, 536 Mission Street, Room 4225, San Francisco, CA
Details/Register

Date: August 8, 2017
Time: 11:30 am – 1:30 pm
Topic(s): TBD
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: September 12, 2017
Time: 4:00 pm – 6:00 pm / 6:00 pm – 8:00 pm – Member Appreciation Event (location TBD)
Topic(s): ETF Due Diligence
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: October 10, 2017
Time: 9:30 am – 1:30 pm
Topic(s): Behavioral Finance/Psychology of Wealth
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: October 28, 2017
Time: 9:00 am – 4:00 pm
Topic(s): San Francisco Financial Planning Day
Location: SF Main Public Library @ Civic Center

Date: November 4, 2017
Time: 10:00 am – 3:00 pm
Topic: Marin Financial Planning Day
Location: Marin Center Exhibit Hall, San Rafael, CA

Date: November 14, 2017
Time: 11:30 am – 1:30 pm
Topic(s): Divorce Planning
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: December 12, 2017
Time: 4:00 pm – 5:30 pm
Topic(s): Planning Profession 10 Years in the Future
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: December 12, 2017
Time: 5:30 pm – 7:30 pm
Topic(s): Holiday Reception
Location: The City Club, 155 Sansome Street, San Francisco, CA
No RSVP Required