Local Chapter

Date: October 9, 2020
Time: 11:30 am – 1:15 pm
Topic: VIRTUAL MEETING – College Funding: Tips, Tricks & Tax Loopholes
Speaker(s): Elaine Webb, EA, CFP®, President, Elaine Webb Financial
Roundtable Panelists: Evelyn Estrada, Recent Graduate, Sacramento State Financial Planning Program
& A Representative from the Sacramento State Financial Wellness Program
Details/Register (Students are FREE)

Date: November 13, 2020
Time: 8:30 am – 10:30 am
Topic: VIRTUAL MEETING – Racial Inequality, and How Personal Finance Sphere Upholds Systemic Racism
Speaker(s): Tanja Hester, Our Next Life
Register Here

Date: December 11, 2020
Time: 4:00 pm – 6:00 pm
Topic: VIRTUAL MEETING – 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.
Register Here

 2021 Calendar

Date: January 8, 2021
Time: TBD
Topic: VIRTUAL MEETING – Tax Update
Speaker(s): Dan Staszak, CPA, MS, Staszak & Co.

Date: February 12, 2021
Time: TBD
Topic: VIRTUAL MEETING – Economic Forecast
Speaker(s): Dr. Chase Armer, CFP®, CFA, EA, Planned Solutions