Wealth Management Series - Wealth Transfer to NextGen Clients
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 Export to Your Calendar 10/4/2018
When: Thursday, October 4, 2018
From 3:30pm until 6:30pm
Where: San Francisco, California  94104
United States

Online registration is available until: 10/4/2018
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Wealth Management Series: Wealth Transfer to NextGen Clients

More details to come!


3:30pm – Registration Opens
4:00pm – Introductions and Panel Discussion 
5:15pm – Audience Q/A
5:45pm – Networking, beverages & appetizers
6:30pm – Event concludes






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