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
SPEAKERS AND TOPICS:
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
Vanguard
“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”
