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 |