|
San Mateo Fiduciary/Aspiring Fiduciary Only Chapter Meeting
Friday, April 21, 2023, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings
REGISTER HERE
Meeting Title:
Protecting Client Assets - An In-Depth Review of FDIC and SIPC Programs and Other Tools
Meeting Description:
The recent news of regional bank collapses has been a wake up call for many. Bruce Stuart, CFP, CIMA, CPWA, CEPA, and Senior Vice President, Executive Financial Services Director, and Financial Advisor at Morgan Stanley, will lead a discussion current financial conditions, an in-depth review of Federal Deposit Insurance Corporation (FDIC) and Securities Investor Protection Corporation (SIPC) programs and other prudent processes to safely manage client funds.
Additional Information:
Fiduciary and aspiring fiduciaries ONLY (no-affiliate members).Attendance limited, so please RSVP by NOON on Thursday, April 20 (no walk-ins). Our meeting agenda is as follows, so please be sure to register, make lunch selection and be seated by 11:50am.11:30-11:50pm - registration, networking, placement of lunch orders11:50-12pm - sponsor remarks12-1pm - presentation1-1:30pm - chapter businessPlease bring a check for $35 payable to PFAC (no credit cards, no cash).
Speakers Name:
Bruce Stuart, CFP®, CIMA®, CPWA®, CEPA™
CEU:
Practice Management: 1.0
Date
Friday, April 21, 2023
Time
11:30AM - 1:30PM
Venue Name
Hobee's
1101 Shoreway Road
Belmont, California 94002
PFAC Members Only:
Yes - Fiduciaries/Aspiring Fiduciaries only
Meeting Price:
Members (Fiduciaries/Aspiring Fiduciaries): $35
Management Level of Difficulty:
Beginning to Intermediate
Will food be served at this event?:
Yes
Food and Menu Details:
There will be a set menu and a vegetarian option will be available.
Thank You To Our Sponor:
For More Information Contact:
Brad Kuechler
[email protected]
|
Prev Month
View Month
Search
Go to Month
Next Month
Export Event