Local Chapter

Date: September 14, 2018
Time: 7:30 am – 10:00 am
Title: AI & Machine Learning in Investment Management
Speaker(s): Rick Roche, CAIA, Managing Director, Little Harbor Advisors, LLC
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA
Strategic Partner: Brad L’Engle, Guild Mortgage
Details/Register

Date: October 12, 2018
Time: 7:30 am – 10:00 am
Title: Affordable Care Act
Speaker(s): Laurie Rood
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA
Strategic Partner: Jacque Finn, Hartford Funds

Date: November 14, 2018
Time: 11:30 am – 1:30 pm
Title: TBD
Speaker(s): Senator Dr. Richard Pan
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: December 7, 2018
Time: 11:30 am – 1:30 pm
Title: TBD
Speaker(s): Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, Associate Professor of Taxation, The American College of Financial Services in the Retirement Income Program, Co-director, New York Life Center for Retirement Income
Location: First Northern Bank, 2270 Douglas Blvd #100, Roseville, CA