Past Events

Panelists: Sejal Penkar, Director of Fixed Income Markets, Capital Group Janet Souk, Sr. Vice President and Assistant Portfolio Manager, Clarion Partners Moderated by: Rita Lee, [...]

33rd Annual Conference UC Santa Cruz Details/Register

Speaker(s): Meredith Johnson, CPA, CFP®, BPM Details/Register

Location: Oracle Park Details/Register All welcome

Speaker(s): Nitin M. Barve, CFA, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research Details/Register

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe 2 [...]

Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor Details/Register

Speaker(s): Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register (The registration fee has been discounted)

Speaker(s): Wade Pfau, Ph.D., CFA Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Download flier Details/Register

Speaker(s): Toussaint Bailey, Founder & CEO of Uplifting Capital Details/Register

Speaker(s): Somita Basu, Esq., Zakiya Norton, Esq., Norton Basu LLP Details/Register

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe 2 [...]

Speaker(s): Wylie Tollette, Executive Vice President, Head of Client Investment Solutions, Franklin Templeton Advisers Details/Register 

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe [...]