Calendar of Events

August 7, 2019- 7am to 9am—RHCC
“Financial Planning 301: Improving your Planning Process”
Panelists: Bill DeMar, CFP®, Enso Wealth
Lee Ann Coburn, CFP®, Merrill Lynch
Corey Silva, MFS Investment Management
Sponsored by: Ivy Funds – – Tonya Lore
Join our panel of successful advisors who share ways you can improve your financial planning process. What can you do to improve your communication process with clients? How can you improve the investment process for your clients?

 September 4, 2019- 7am to 9am—RHCC
“Straight Talk on Crypto: What Is It, Why It Matters, And How It Fits Into A Portfolio”
Presented by: Matt Hougan, Global Head of Research for Bitwise Asset Management and Chairman of Inside ETFs
Sponsored by: Oppenheimer Funds – – Alex Hayes

 October 2, 2019- 7am to 9am—RHCC
“What You Need to Know About Longevity”
Presented by: Ken Smith, Senior Research Scholar; Stanford Center on Longevity
Sponsored by: MFS – – Corey Silva

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
Sponsored by: Susan Danzig, LLC – – Susan Danzig