Chapter Events

Have an idea for an event, or a question about our calendar? We want to hear from you.

Aug 2021

Date/Time Event
08/04/2021
7:30 am - 9:00 am
Unconscious Bias: Tips for Advisors from a Silicon Valley HR Expert

Speaker: Gianna Driver, Chief People Officer of BlueVine

Have you ever addressed a group of people as “you guys” without thinking about it? That’s a simple example of unconscious bias. Gianna Driver will join us in August to share her expertise recognizing some of the biases that we all possess and how to create a more inclusive culture. In her role as Chief People Officer for a fin-tech company in Silicon Valley, she creates diverse ecosystems that enable employees to unlock their full potential. You will learn to uncover common biases and practical tips for turning diversity into strengths that appeal to your team and clients.

Click Here to Register

Sep 2021

Date/Time Event
09/01/2021
7:30 am - 9:00 am
Multi-Factor Investing: Intended or Unintended Risks from Portfolio Construction

Presented by: Michael Hunstad, PhD, Head of Quantitative Strategies at Northern Trust
Check back here for more details!

Oct 2021

Date/Time Event
10/06/2021
7:30 am - 9:00 am
October Zoom Meeting

LIVE MEETING!

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Nov 2021

Date/Time Event
11/03/2021
11:30 am - 1:00 pm
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies

Presented by: Derek Tharp, PhD, Lead Researcher at Kitces.com

Dr. Tharp’s presentation examines how real retirement spending patterns change traditional retirement withdrawal strategies. Specifically, commonly used retirement spending assumptions are compared to actual retirement spending patterns of retirees. This comparison reveals that typical assumptions of constant real spending often overstates retirement spending. As a result, commonly assumptions may overstate retirement savings need. Accounting for more realistic retirement spending results in higher safe withdrawal rates than prior research has typically indicated. Typical assumptions also fail to account for the potential to make adjustments in retirement that can keep a retirement spending plan on track.

Please note the start time of this LUNCH meeting

Dec 2021

Date/Time Event
12/01/2021
7:30 am - 9:00 am
December Zoom Meeting

Check back here for more details!