Local Chapter

Date: June 12, 2020
Time: 8:30 am – 10:00 am
Title: Assess – Correct & Defend – VIRTUAL MEETING
Speaker(s): Tom Naramore, CEO, A Better Process, Inc. (ABP)
Details/Register

Date: July 10, 2020
Time: 11:30 am – 1:30 pm
Title: TBD
Speaker(s): TBD
Location: TBD

Date: September 11, 2020
Time: TBD
Title: Merger and Acquisition Marketplace within the Financial Advisor Space and Funding
Options for Transactions
Speaker(s): David Laut, CFP®, Abound Financial
Location: TBD

Date: October 9, 2020
Time: 11:30 am – 1:30 pm
Title: TBD
Speaker(s): TBD
Location: TBD

Date: November 13, 2020
Time: 7:30 am – 10:00 am
Title: TBD
Speaker(s): TBD
Location: Rancho Cordova City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA

Date: December 11, 2020
Time: 4:00 pm – 6:00 pm
Title: Performance Excellence: Some of the Best Ideas From World Class Advisors
Speaker(s): Susan E. Kay, Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Location: Rancho Cordova City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA

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