Calendar of Events

October 14, 2019 – 10:30am to 6:30pm
9th Annual Golf Tournament
at the Contra Costa Country Club
Register Now!!! Space is Limited!!!
Sponsorships available as well!!!

October 16-18 2019
FPA Annual Conference in Minneapolis, MN
Save $200 if you sign up by July 26
Click here to Register!

November 6, 2019 – 11:15am-2:00pm—RHCC *LUNCH*
“Underserved, High Value Markets: Women and Next Gen”
Presented by: Jackie Wilke, Advisory Practices Consultant at First Trust
Sponsored by: Signet Mortgage – – Clay Selland
The growing influence of female and next generation investors continues to disrupt the financial services industry in the form of asset attrition risk. Future-focused advisors and teams are building practices aimed at acquiring new clients within these segments, while solidifying multi-generational relationships with their current clients’ spouses and families. This presentation gives you their processes and strategies to solidify your value and build your client base for generations to come.

December 4, 2019- 7am to 9am—RHCC
“Building Great Teams”
Presented by: Bob Ladouceur, Legendary De La Salle Football Coach
Sponsored by: Susan Danzig, LLC – – Susan Danzig