09
Jul
09
Jul
Turning Questions on Politics into Productive Investment Dialogues
Speakers(s): Ben Phillips, CFA, Chief Investment Officer, EventShares Details/Register
14
May
14
May
Inside The Mind of An Insurance Underwriter: Helping Clients Navigate California's Current Underwriting Trends
Speaker(s):Kyle Cliff, Vice President, HUB International Insurance Services Inc.; Michelle Ortiz-Day, Business Development Manager, Chubb Personal Risk Services; James Pozzi, CFA, AVP, Regional Underwriting Manager, [...]
24
Apr
24
Apr
17
Apr
12
Mar
Equity Compensation Planning: From Start-up to Liquidity
Speaker(s): Alison Wright, Partner, Hanson Bridgett; Landon Loveall, CFP®, KB Advisors; Meredith Johnson, CPA/CFP®, Tax Director, BPM Details/Register
08
Mar
12
Feb
Tax Planning for Small Business Owners: Doing a Deep Dive into Section 199A
Speaker(s): Susan Jordan, CPA, CFP®, Partner, Mowat Mackie & Anderson Details/Register
08
Jan
Global Market Outlook with T. Rowe Price's Asset Allocation Group, the Team Responsible for Managing Approximately 300B of the Firm's Multi-Asset Strategies
Speaker(s): Darrell Riley, Vice President of T. Rowe Price Group, Inc., Member of the Asset Allocation Group THE CITY CLUB registration WEBINAR registration
11
Dec
11
Dec
Integrating Millennials and Career Changers Into Your Practice
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, [...]
14
Nov
13
Nov
FWSF - Disruptive Technologies in the Financial Services Industry
PANEL: JESS CHENG, Counsel, International Monetary Fund (formerly Deputy General Counsel, Ripple) ALAINA GIMBERT, Senior Vice President and Associate General Counsel, The Clearing House MARINA [...]
