2017 West Region Symposium

Join us in San Francisco on Saturday, September 23rd for a full day of sessions for guidance, suggestions, and the latest information on current issues.

DATE: Saturday, September 23, 2017

TIME: 9:00am-5:00pm

LOCATION: Golden Gate University - 536 Mission St, San Francisco, CA 94105

COST: Member = $95 / Non-Member = $115 / Student = $40

Lunch is included, 5 CE Credits, pending approval


Henry Sobanet

Director of Planning, Budgeting and Finance, State of Colorado under Governor Hickenlooper

“The Economic Impact of the Legalization of Marijuana in Colorado and Unintended Consequences

of Legalization”

Dr. Margit Cox Henderson

Clinical Psychologist

A Tale of Two Futures: Why and How to Talk with your Clients about Pessimistic Aging and Optimistic Aging”

Jeff Pierce

Dimensional Funds

“Understanding Your Client: The Investor Survey”

David Roasa


“Evaluating an Annuity; Alternatives and Options for High Cost Annuities”

Tom Dickson

RMF Funding

“Utlizing Reverse Mortgages for Long Term Care or delaying Social Security”

Register Now