2018 West Region Symposium - Thriving on Change
Change can be difficult, but if you have the right strategies and tools in place to take it on, change can also be seen as a brand new start. Join the NAPFA West Region on Friday, September 28 in San Francisco for our annual West Region Symposium, “Thriving on Change”.
DATE: Friday, September 28, 2018
TIME: 8:30 am - 4:30 pm
LOCATION: Charles Schwab - 211 Main Street, San Francisco, CA
COST:
Before September 7th
Member = $85 / Non-Member = $105 / Student = $50
After September 7th
Member = $105 / Non-Member = $125 / Student = $50
Lunch and Happy Hour After Event is included, CE Credits, pending approval
SPEAKERS AND TOPICS:
Understanding the 199A Deduction
Jeff Levine – Fully Vested Advice, Inc. – President
RMD Planning Strategies for Advisors
Jeff Levine – Fully Vested Advice, Inc. – President
Bridging the Relational Gap
Travis Parry – Family Financial Institute – Owner
Guiding Principles for Advisory Firm Success
Nikolee Turner – Charles Schwab & Co. – Managing Director of Business Consulting
Fixed Income: Is The New Normal Here To Stay?
Rich Taylor – American Century - Vice President, Client Portfolio Manager
MIT AgeLab Presentation
Hartford Funds
Simulcasts
Locations coming soon.................