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.................


Register Now