Wealth Management Series
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CFA Society San Francisco Wealth Management Series  

CFASF is pleased to announce that we are continuing our Wealth Management Series for a fourth year. This year we focus on the industry's future with sessions addressing the top concerns and areas of interest among leading Northern California firms. We will have 6 forums covering a wide range of topics important to practitioners and an invitational event for C-Suite executives and RIA owners.


UPCOMING SESSIONS

 

Thursday, February 8, 2018
Exploring Opportunities & Risks in the Real Estate Sector

 

Thursday, April 5, 2018
ESG: Trends, Challenges, Actionable Ideas

 

Thursday, June 14, 2018
Behavioral Finance

 

Thursday, September 6, 2018 - More Details to Come
Wealth Management & FinTech South Bay Summit

 

Thursday, October 4, 2018
Wealth Transfer to NextGen Clients

 

Thursday, November 8, 2018
Cross Border Planning & Investing Implications for Expats & Non-US Citizens



AGENDA

3:30pm - Registration Opens

4:00pm - Introductions and Panel Discussion

5:00pm - Audience Q/A

5:30pm - Networking, Beverages, & Appetizers

6:30pm - Event Concludes

 

PRICING

Members: $25

Non-members:  $40

 

Series Sponsors


   
     
 
 
 
 
Continuing Education:
This event qualifies for 1 hour of continuing education credit for CFA Charterholders

 

Cancellation Policy
Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund
.