Local Chapter

Date: February 8, 2019
Time: 7:30 am – 10:00 am
Title: Death and Taxes
Speaker(s): Dan Staszak, CPA, Staszak & Company
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: February 13, 2019
Time: 5:30 pm – 7:30 pm
Title: Joint Social Networking Mixer with the Sacramento Estate Planning Council
Location: Hook & Ladder, 1630 S Street, Sacramento, CA
Details/Register

Date: March 8, 2019
Time: 11:30 am – 1:30 pm
Title: TBD
Speaker(s): Hartford Funds Speaker – TBD
Location: Tri Counties Bank, 3700 Douglas Boulevard, Roseville, CA

Date: March 20, 2019
Time: 12:00 pm – 1:00 pm
Title: Member Study Group
Location: Leslie Roper Day & Associates, 950 Glenn Drive, Suite 230, Folsom, CA

Date: April 2019 (TBD)
Time: TBD
Title: Social Networking Mixer
Location: TBD

Date: May 10, 2019
Time: 7:30 am – 10:00 am
Title: Future Strategy of Business, Tech, Growth, Trends
Speaker(s): Thomas Fink, Vice President of Institutional Sales, Ameritas
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: June 14, 2019
Time: 7:30 am – 10:00 am
Title: Business Succession Planning
Speaker(s): Johnny Sommese, Regional Director of Business Development, LPL Financial
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: June 19, 2019
Time: 12:00 pm – 1:00 pm
Title: Member Study Group
Location: Retirement Funding Solutions, 915 Highland Pointe Drive, Suite 250, Roseville, CA

Date: July 12, 2019
Time: 7:30 am – 10:00 am
Title: TBD
Speaker(s): TBD
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: September 13, 2019
Time: 7:30 am – 10:00 am
Title: TBD
Speaker(s): TBD
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: October 11, 2019
Time: 7:30 am – 10:00 am
Title: TBD
Speaker(s): TBD
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: November 8, 2019
Time: 7:30 am – 10:00 am
Title: TBD
Speaker(s): TBD
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA

Date: December 13, 2019
Time: 7:30 am – 10:00 am
Title: TBD
Speaker(s): TBD
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA