2017 NAPFA West Region Symposium - San Francisco
Golden Gate University, San Francisco, CA Visit Website
Saturday, September 23, 2017
9:00 AM - 5:00 PM
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