CURRENT EDUCATIONAL MEETING

2017 QTLY MEETINGS       SOCIAL EVENTS       RESOURCE PARTNER EVENTS


 

Upcoming Chapter Meeting

3rd Quarter Meeting

FRIDAY, AUGUST 18, 2017

8:00 am to 12:00 pm

 SPANISH HILLS COUNTRY CLUB
999 Crestview Avenue
Camarillo, CA 93010

PROGRAM
WEALTH PLANNING FOR CROSS-BORDER FAMILIES

presented by Andrew Fisher, CFA, CPA

THE 5 MOST COMMON MISTAKES IN IRA WEALTH TRANSFERS
presented by Christine Roberts, J.D.


For more details click on the link below to view the meeting flyer.

Early-bird Registration Pricing     $45  members   $65 nonmember
After July 31st
                                    $50  members   $70 nonmember

There is no additional processing fee for online credit card payments
.

alt View meeting flyer

Register Now

REFUNDS & NO SHOW POLICY

No refunds after the Monday prior to the meeting (08/15/17).
No shows with outstanding balances will be billed.



Other Upcoming Events

SOCIAL EVENTS


 T U E S D A Y,  J U N E 13, 2 0 1 7

alt

NexGen Event
HAPPY HOUR GATHERING  Happy Hour  6PM


Santa Barbara Brewing Company
501 State Street, Santa Barbara

Contact Galen with Questions or to RSVP

  RESOURCE PARTNER EVENTS


  NO EVENTS SCHEDULED AT THIS TIME



 

 2017 QUARTERLY CHAPTER EDUCATIONAL MEETING SCHEDULE

 

FRIDAY, NOVEMBER 17, 2017

SANTA BARBARA INN

TAX AND FINANCIAL PLANNING IN THE MIDST OF DIVORCE

Presented by Mark Prendergast, CFP®, CPA, CDFA™

HER VOICE, HER LEGACY: HELPING FEMALE CLIENTS
OWN THEIR FINANCIAL FUTURE

Presented by Evelyn Zohlen, CFP®

 

 

 

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