Local Chapter

Aug 2020

Date/Time Event
08/11/2020
3:00 pm - 4:30 pm
Webinar - Re-Open Does Not Mean Recovery

Speaker(s): Don Rissmiller, Founding Partner, Strategas Securities, LLC

Sep 2020

Date/Time Event
09/08/2020
4:00 pm - 6:00 pm
How Prospecting and Client Engagement Will Change Moving Forward

Speaker(s): Julie Littlechild, Absolute Engagement

09/08/2020
6:00 pm - 8:00 pm
Member Appreciation Event - PENDING

Oct 2020

Date/Time Event
10/13/2020
2:00 pm - 6:00 pm
Social Security & Medicare

Speaker(s): Elaine Floyd, Horsemouth

10/24/2020
9:00 am - 3:00 pm
San Francisco Financial Planning Day

More details to follow as we get closer to the event date

Nov 2020

Date/Time Event
11/10/2020
10:00 am - 12:00 pm
Buying and Selling Your Financial Advisory Practice: Value Trends and an M&A Update

Speaker(s): TBD

Dec 2020

Date/Time Event
12/08/2020
4:00 pm - 6:00 pm
Transition into Retirement

Speaker(s): TBD

12/08/2020
6:00 pm - 8:00 pm
Holiday Reception - PENDING

 

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