Local Chapter

Date: April 15, 2020
Time: 12:00 pm – 1:00 pm
Title: Member Virtual Study Group
Moderator: Jeffrey Lambert, CFP®
Details/Register

Date: May 8, 2020
Time: 11:30 am – 1:30 pm
Title: Financial Health – It’s More Than Numbers
Speaker(s): Mariah Hudler, LCSW, MBA, Virtual Financial Therapist
Location: Placer SPCA, 200 Tahoe Avenue, Roseville, CA

Date: June 12, 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: 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: TBD
Speaker(s): TBD
Location: Rancho Cordova City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA