FPA East Bay Membership Happy Hour hosted by NexGen at Headlands Brewery. Not a NexGen? No Problem! No matter what stage you are at in your career, come network and connect with fellow financial planners who share your passion and vision. Whether you’re looking for advice, inspiration, or collaboration, you’ll find it here. Plus, you’ll […]
Presented by Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co. This special event will be live and at the Orinda Country Club Join Schwab’s Washington insider, Michael Townsend, for an entertaining and informative discussion on the intersection between policy, politics, the economy and the markets. Mike will provide his perspective on a […]
Early Bird Pricing: $60 members, $125 non-members, $20 students Late Registration After July 11th: $75 members, $125 non-members, $20 students SESSION 1: Boost the Value of Your Practice Presented by: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank SESSION 2: Panel Discussion: In the Trenches of Business Transitions Moderator: Landon Tymochko, MBA, CFP®, […]
