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|Wealth Management Series|
CFA Society San Francisco Wealth Management Series
CFASF is pleased to announce that we are continuing our Wealth Management Series for a third 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 a new invitational event for C-Suite executives and RIA owners specifically addressing Succession Planning.
Thursday, November 9, 2017
November 3rd & 4th 2017 BEHAVIORAL FINANCE SYMPOSIUM
November 10th Berkeley Haas Annual Conference on Financial Reporting
May 1 - May 4 Sustainatopia San Francisco