Local Chapter

Date: November 14, 2018
Time: 11:30 am – 1:30 pm
Title: Financial Elder Abuse: The Roles and Responsibilities of Financial Professionals
Speaker(s): Melinda Steuer, Law Offices of Melinda Jane Steuer
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA
Strategic Partner: Dustin MacFarlane, MacFarlane Legal
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Date: December 7, 2018
Time: 11:30 am – 1:30 pm
Title: ‘Rewiring’ How Housing Wealth Fits Into Retirement Income
Speaker(s): Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, Professor of Taxation at The American College, Director of the Center for Retirement Income, Author of Rewirement: Rewiring The Way You Think About Retirement!
Location: Tri Counties Bank, 3700 Douglas Boulevard, Roseville, CA
Strategic Partner: Launi Cooper, Retirement Funding Solutions
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Date: January 11, 2019
Time: 7:30 am – 10:00 am
Title: Drivers of the Current Economic Cycle
Speaker(s): Chase Armer, CFP®, CFA®, EA, Planned Solutions
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA