Bringing back to fun & competitive summer social event.

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow […]

Topic: Chapter Meeting: Let's Protect Our Kids, From Being Kids. Join us for an insightful discussion on these critical aspects of estate planning and asset protection, as we empower clients to make informed decisions for their financial security and legacy preservation. Speaker: Kern Singh, Esq of Singh Law Firm

Topic: Annual Ethics Hybrid Seminar, Speaker: Curt Weil

Topic: Chapter Meeting: 3 Strategies That Will Amplify Your Networking Efforts And Generate More Revenue! Speaker: Cameo Roberson, Atlas Park Consulting & Finance

Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: Redwood City Library, 1044 Middlefield Road, Redwood City Time: 10:00 am - 2:00 pm » Click here for more information or to register as a volunteer ____________________________ For Interested Community Members: Come to Financial Planning Day in Redwood City and get free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL […]

Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: San Mateo Library, 55 West 3rd Avenue, San Mateo Time: 10:00 am - 2:00 pm » Click here for more information or to register as a volunteer ____________________________________________ For Interested Community Members: Come to Financial Planning Day in San Mateo and get free, objective, no-strings-attached financial advice from CERTIFIED […]

Topic: Chapter Meeting: Everything you wanted to know about Financial Therapy...but didn't ask, Speaker: Elana Feinsmith

Annual Holiday Party with Ugly Holiday Sweater Contest & Fun Activities

This meeting will focus on his presentation describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.