EVENTS

We’re Attending

Philanthropic Planning for ALL Clients

It is a common misconception that philanthropic planning is limited to the billionaire class. This educational session will highlight commonly overlooked strategies that can help CPAs and estate planning attorneys bring value through philanthropic planning for all...

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Commonwealth Financial National Conference

This event is exclusively for financial professionals Held every autumn, the National Conference is Commonwealth’s largest and most comprehensive program of the year. Nearly 1,800 attendees take advantage of thought-provoking keynote speakers, in-depth...

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AQR Investment Symposium

Featured speakers include: Cliff Asness, Ph.D. Managing and Founding Principal Chief Investment Officer Bryan Kelly, Ph.D. Head of Machine Learning Professor of Finance, Yale School of...

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Luncheon: Bob Doll’s Ten Predictions for 2019

Mr. Bob Doll, Chief Equity Strategist & Senior Portfolio Manager at Nuveen Asset Management, will provide insight on the current challenges and opportunities in the equity market. This event is exclusively for financial professionals Last year was a volatile...

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CalCPA: San Diego Chapter Holiday Party

Join fellow San Diego Chapter attendees and their guests for a festive evening as we honor the 2018 scholarship recipients and celebrate the holidays. Season’s greetings! Join fellow San Diego Chapter attendees and their guests for a festive evening as we honor the...

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Commonwealth National Conference

The National Conference is Commonwealth’s largest and most comprehensive program of the year, with nearly 1,800 attendees, including me. Hope to see you there! This event is exclusively for financial professionals Held every autumn, the National Conference is...

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Natixis Investment Forum

At Natixis Investment Managers, everything they do is driven by Active ThinkingSM, their insight-driven approach to active management. It balances diverse opinions, deep data, and detailed analysis to deliver unconventional perspectives in pursuit of the best...

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TOEWS BEHAVIORAL PORTFOLIO DESIGN WORKSHOP

Toews believes this is a must-attend workshop for any financial advisor who is serious about enhancing their role as a fiduciary and differentiating themselves in the marketplace. This event is exclusively for financial professionals In this workshop, a Toews Corp....

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