Past Events

Speaker(s): Mark Prendergast, MS, CPA, CFP®, CDFA®, Apella Wealth Details/Register

Location: UC Santa Cruz Details/Register  

Speaker(s): Kevin Panzera, CAPI, Vice President, Private Client Services, Marsh McLennan Agency Ramona Johanneson, Area Vice President, Arthur J. Gallagher Risk Management Services Details/Register

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Panelists: Doug Couden, CFA, Partner, Chief Information Officer, BakerAvenue Wealth Management / Casey Sullivan, CIMA – Business Development Officer, Engine 1 / Nelli Oster, PhD, [...]

Registration is FREE, but space is limited. Please RSVP by Thursday, May 25th to secure your spot. Palace Hotel, San Francisco in the French Parlor, [...]

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Speaker(s): Libby Dawson, CFA, CFP®, Principal, Cerity Partners Strategic Partner: Scholarshare 529, James Palen Details/Register

Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register

Speaker(s): Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead, Sage Eldercare Services / Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law Details/Register

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Panelists: Thu Ta, Regulatory Counsel, Examination Program, SEC’s San Francisco Regional Office Tate Gordinier, CPA, Financial Institutions Examiner, California Department of Financial Protection & Innovation (DFPI), [...]

Speaker(s): Phillip Colmar, Partner, Global Strategy Strategic Partner: Dimensional Fund Advisors, Sara Blandford Details/Register

Panelists: Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie Joyce Franklin, CPA, CFP®, Founder, Senior Wealth Planner, JLFranklin Wealth Planning Sandi Bragar, CFP®, Chief [...]