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2017 NAPFA West Region Symposium - San Francisco

Sat, Sep 23, 2017   9:00 AM - 5:00 PM

Golden Gate University, San Francisco, CA

NAPFA members - $95.00 non-members - $115 Student - $40.00 Costs are non-refundable

Join us in San Francisco, CA on Saturday, September 23 for a full-day of sessions made especially for advisors seeking for guidance, suggestions, and the latest information on current issues we all face regarding transitions.

Time: 9:00 AM – 5:00 PM Pacific Time

Lunch is included

Speakers and topics:

Henry Sobanet - Director of Planning, Budgeting and Finance, State of Colorado under Governor Hickenlooper - "The Economic Impact of the Legalization of Marijuana in Colorado and Unintended Consequences of Legalization"
Dr. Margrit Cox Henderson - Clinical Psychologist - "A Tale of Two Futures: Why and How to Talk with your Clients about Pessimistic Aging and Optimistic Aging"
Jeff Pierce - Dimension Funds - "Understanding Your Business: The Dimensional Fund Advisors Benchmark Study"
David Roasa – Vanguard - "Evaluating an Annuity; Alternatives and Options for High Cost Annuities"
Tom Dickson - RMF Funding - "Utlizing Reverse Mortgages for Long Term Care or delaying Social Security"

5 CE Credits, pending approval


Golden Gate University
536 Mission Street
San Francisco, CA 94105
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Additional Information

NAPFA members - $95.00 Non-members - $115.00 Student - $40.00 Costs will be non-refundable.

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Contact Us

For more information please Bob Morrison @ bob.morrison@downing-st.com