Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
Chapter Meeting: Build a Robo Strategy for Your Firm: Seven Tactics to Address the Emergence of Digital Platforms, Tuesday, September 8, 2015 4:00 pm – 6:00 pm The City Club, 155 Sansome Street, San Francisco
Speaker: Deborah Fox, CEO & Founder, Fox Financial Planning Network
Panel moderator: Kyle Ramsay, Category Manager, Investing, NerdWallet
Panel members: Simon Roy, Jemstep & Shannon Porro, Fidelity
Session Coordinators: Michelle Soto & Tim Harrington
Thank you to our Meeting Sponsor: Mark Dickinson from DSM Capital Partners
Upcoming Events and Announcements:
September 23, 2015 – 5:00 pm – 7:00 pm – Wind Down Wednesday Social Networking Mixer – Americano Restaurant & Bar, 8 Mission Street, SF (Join us on the patio outside by the Embarcadero side) – No RSVP Required
October 1, 2015 – 5:30 pm – 7:30 pm – Center-Of-Influence Networking: Beyond the Obvious – Town Hall, Private Event Space, 2nd Floor, 342 Howard Street, SF – Details/Register
Next Chapter Meeting: October 13, 2015 – 11:30 am – 1:30 pm – Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired Financial & Raymond Sheffield, Esq., JD, LLM, Sheffield Law Office – The City Club, 155 Sansome Street, SF