Chapter Events

Mastering the Human Element of Client Engagement in the Age of AI

Presented by: Ashley Quamme, Licensed Marriage and Family Therapist and Financial Behavioral Specialist®
BAM Financial Consulting

Why is this topic so important?
“Mastering the Human Element of Client Engagement in the Age of AI” is an event that focuses on providing practical insights on how to thrive in a world where artificial intelligence (AI) is increasingly present. As companies increasingly rely on AI to automate customer interactions, it’s more important than ever to develop and refine the human touch that clients crave.

During this event, attendees will learn about how they can build stronger, more meaningful relationships with clients. From leveraging empathy and active listening to developing personalized solutions, this event will provide attendees with the tools they need to stay relevant and effective in the face of technological disruption.

Learn more about the speaker
Ashley Quamme is a Licensed Marriage and Family Therapist and Financial Behavioral Specialist®. She is the owner of BAM Financial Consulting where she provides financial consulting services to financial advisors and firms, with a focus on improving the relational aspect both within the firm and with clients. As a trainer, Ashley provides virtual and in person training with a focus on communication skill development, building client trust, working with couples, and financial therapy topics. Clinically her training and practice has been helping couples with financial relational problems. On the personal side, she is a wife and mother of 2. When not serving as an Uber driver for her kiddos she is gardening or spending time on the lake. You can connect with her on Twitter, LinkedIn, or through her website www.bamfcc.com.

REGISTER HERE

Bring a friend, colleague or partner for happy hour! 2 tickets per person will be included upon registration. Tickets can used on two beverages or a beverage and a smash-burger.

Headlands will be hosting trivia from 6:30 to 8:30 so stick around and enjoy the fun!

Headlands Brewery
3420 Mt Diablo Blvd
Lafayette, CA 94549

REGISTER HERE

Calling all FPA of San Francisco family and friends! Join us at Oracle Park on July 26th as the Giants take on the Oakland Athletics at 6:45PM!

Book your ticket BEFORE July 12th here:
https://fevogm.com/event/FPASanFrancisco2023

Estate Planning Strategies: What Clients Should be Thinking & Talking About Today

Presented by: Sara Dorosti, JD, VP & Senior Wealth Planning Strategist
Comerica Wealth Management

Financial advisors occupy a trusted position in conversations with their clients about their legacies. Are you having legacy conversations with your clients today? Are you up to speed on the best estate planning strategies for multi-generational wealth transfers? Are you starting to plan for the sunsetting of the current rules in less than three years? Join us for an interactive session with estate, tax and succession expert Sara Dorosti. She will share her top things that multi-generational families can be doing today. She will offer suggestions for holding meaningful legacy conversations with clients. She will also share her thoughts on how families with $13-26mm in wealth can be thinking about changes down the road. And she’ll be able to answer your other estate planning questions.

Speaker Bio:
Sara Dorosti is a Vice President and Senior Wealth Planning Strategist at Comerica Wealth Management. She holds expertise in the areas of estate, tax and business succession planning with business owners, professionals and high-net-worth individuals. Dorosti helps clients build and implement wealth and business succession plans, as well as asset protection strategies.

Dorosti is admitted to the California State Bar Association. She is a candidate for the Certified Trust and Fiduciary AdvisorSM (CTFA) credential issued by the American Bankers Association®.

Before joining Comerica, Dorosti was Vice President at U.S. Bank. Previously, she was an Associate with Pillsbury Winthrop Shaw Pittman, LLP. A graduate of the University of California, Berkeley, Dorosti earned a Bachelor of Arts and Juris Doctor from the university.

Meeting details coming soon!

Meeting details coming soon!

This will be a SPECIAL NETWORKING Meeting with education and a networking reception following the meeting!

Meeting details coming soon!