Date/Time | Event |
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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
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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 |
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