REGISTER HERE

DATE, TIME & LOCATION:

Date of Meeting:
Friday, January 19, 2024

Time of Meeting:
11:30am-1:00pm

Location of Meeting:
Hobee's Restaurant
1101 Shoreway Rd, Belmont, CA 94002

TOPIC & DESCRIPTION:

Meeting Title:
Best Practices for Collaborating with your Financial Advisor

Description of the meeting:
From CFP, CSA, CFA, ChFC, CLU to CIMA, it's an alphabet soup out there of financial advisor designations. Learn more about financial advisors and best practices in working with them to serve your clients from Dave Samuels, CFP®, CLU®, and Founder of Corinthian Wealth Management.

MEETING TYPE:

How meeting be presented:
In Person Chapter Meeting

Registration Close Date:
Please register by NOON on Thursday, January 18 as we cannot guarantee room for walk-ins (meeting limited to 30 attendees). Our agenda is as follows: 11:30am - 11:50am, registration, networking, placement of lunch orders; 11:50-Noon, welcome and introductions; Noon - 1pm, speaker presentation; 1-1:30pm, San Mateo PFAC chapter business (fiduciaries and aspiring fiduciaries only). Don't forget to bring your check payable to PFAC (we do not take credit cards).

Seating Limited to:
30

FOOD INFORMATION:

Type of Food To Be Served:
Set Menu
Vegetarian Option Available

MEETING PRICE & ACCREDITATION:

Meeting Open To:
Members and Non-Members

Member Pricing:
$30

Non-Member Pricing:
$40

CEU:
1.0

Category:
Estate

Level of Difficulty:
Beginning to Intermediate

SPEAKER INFORMATION:

Speaker Name(s):
Dave Samuels, Founder, Corinthian Wealth Management

FOR MORE INFORMATION CONTACT:
Brad Kuechler, M.A.
PFAC Education Manager
[email protected]