Events - Dec 11 18

Date/Time Event
12/11/2018
4:00 pm - 5:30 pm
Integrating Millennials and Career Changers Into Your Practice
The City Club, San Francisco CA

Panelists: Daniel Lee, CFA, CFP®, Portfolio Manager, B|O|S, LLC; Bryan Hasling, CFP®, EA, Senior Financial Planner, JW Harrison; Lauren Stansell, CFP®, Yeske Buie; Sabrina Lowell, CFP®, CPCC, Partner, Private Ocean; Brett Gookin, Director, Wealth Management, Principal, Aspiriant
Details/Register

 

12/11/2018
5:30 pm - 7:30 pm
Holiday Reception (Immediately following the chapter meeting)
The City Club, San Francisco CA

No RSVP Required

Powered by Events Manager