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San Diego In Person Chapter Meeting
Wednesday, November 13, 2024, 11:15 AM - 1:00 PM PST
Category: Chapter Meetings

REGISTER HERE

 

REGISTRATION CLOSES ON MIDNIGHT NOVEMBER 10, 2024. PLEASE REGISTER BEFORE THEN AS THERE WILL BE NO MORE ROOM FOR LATE REGISTRANTS

Meeting Title:

Claims against Investment Advisors or Firms

Description of the meeting:
Hear from an expert on what constitutes a claim against an investment advisor for bad investment advice or investment portfolio losses as well as claims for financial elder abuse caused by unscrupulous investment advisors.   And we’ll hear about how and when SIPC insurance is available. 

Speakers Name:

Mark Brewer

CEU & MCLE:
Estate: 1.0/1.0

Meeting Date:
Wednesday, November 13, 2024

Meeting Time:
11:15am- 11:45am - Networking
11:45am-noon - Announcements/Sponsor Presentations
Noon-1pm - Presentation

Meeting Format:
In-Person only

Venue Name and Address:
Handlery Hotel
950 Hotel Circle N
San Diego, CA 92108

Who Can Attend:
Members and Non-members (Everyone)

Meeting Price:
Members: $40
Non-Members: $55
Students: $40

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes 

Food and Menu Details:
Set Menu
Vegetarian option

For More Information Contact:
Brad Kuechler
[email protected]