Local Chapter

May 2021

Date/Time Event
05/11/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing

Panelists: Rachel Freeman (they/them), AIFA®, Director of Investor Relations, Adasina Social Capital, Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC, Rawson Gulick, CFP®, CAIA, Wealth Advisor, Willow Creek Wealth Management
Details/Register

05/18/2021
11:00 am - 12:00 pm
STRATEGIC PARTNER WEBINAR - Understanding How Different Types of Annuities Work
Speaker: Wade Pfau, Ph.D., CFA, RICP

Jun 2021

Date/Time Event
06/08/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Protecting Your Client and Yourself in the New Digital World

Speaker(s): Nate Baumsteiger, NSBC Consulting and Patrick Hennessey, Schwab

Aug 2021

Date/Time Event
08/10/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Sep 2021

Date/Time Event
09/14/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Oct 2021

Date/Time Event
10/12/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Medicare Mis-Steps: What to Avoid & What Your Clients Need to Know

Speaker(s): Joanne Giardini-Russell, Owner, Giardini Medicare

Nov 2021

Date/Time Event
11/09/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Dec 2021

Date/Time Event
12/14/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

 

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