Event Information
2018 NAPFA West Region Symposium - San Francisco
Charles Schwab, San Francisco, CA Visit Website
Friday, September 28, 2018
8:30 AM - 4:30 PM
iCalendar
Central Standard Time
Early Bird registration before September 7, 2018 Members: $85.00 / Non-members: $105.00
After Early Bird Members: $105.00 / Non-members: $125.00
Student: $50.00
Registration Deadline: Thursday, September 27, (12:00 PM, PT)
Price includes Lunch and Happy Hour after the live Symposium
Cancellation Fee: 50% before the Symposium takes place
Time: 8:30 AM – 4:30 PM Pacific Time
Theme: Thriving on Change
Speakers and topics:
Jeff Levine – Fully Vested Advice, Inc. – President -- Understanding the 199A Deduction
Jeff Levine – Fully Vested Advice, Inc. – President -- RMD Planning Strategies for Advisors
Travis Parry – Family Financial Institute – Owner -- Bridging the Relational Gap
Nikolee Turner – Charles Schwab & Co. – Managing Director of Business Consulting -- Guiding Principles for Advisory Firm Success
Rich Taylor – American Century - Vice President, Client Portfolio Manager -- Fixed Income: Is The New Normal Here To Stay?
Hartford Funds -- MIT AgeLab Presentation
Five - 50 min sessions (5 CE); One - 70 min session (1.5 CE) - All Pending Approval