Local Chapter

Date: April 18, 2017
Time: 11:30 am – 1:30 pm (webinar starts at 12:00 pm)
Topic(s): Systemic Risk in the US Economy
Speaker(s): Mike Bazdarich, PhD, Economist & Product Specialist, Western Asset Management
Location: The City Club, 155 Sansome Street, San Francisco, CA & Online
IN PERSON Registration
WEBINAR Registration

Date: May 9, 2017
Time: 11:30 am – 1:30 pm
Topic(s): Cross Border Planning (Panel)
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: May 9, 2017
Time: 1:30 pm – 3:30 pm
Topic(s): Ethics
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

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

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 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