October 2019 Chapter Meeting

Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose

Overview: Americans are facing a huge retirement savings shortfall and don’t appear to demonstrate the knowledge level needed to turn their savings into sustainable retirement income as only roughly 25% […]

Ethics

Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose

Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which […]