Convention

Upcoming Events

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presents

Finding and Evaluating the Perfect Financial Advisor for You

*** FALL 2022 CLASS POSTPONED ***
PLEASE CHECK BACK IN EARLY 2023 FOR NEW DATE(S)

Most people don’t have the expertise or desire to do their own financial or investment planning, so they find it helpful to hire a financial advisor.  But how do you know if you have selected the right one?  In this class, you will learn everything you need to know about how to select the perfect advisor for you.  In addition, you will have an opportunity to question Valerie and several other financial advisors about their specific business models.

Past Events

  • Strategies for Concentrated Positions in Company Stock
    Strategies for Concentrated Positions in Company Stock
    Wed, May 26
    Webinar
    May 26, 2021, 11:00 AM
    Webinar
    In this webinar (100 minutes), experts at managing concentrated stock wealth explain different approaches.
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  • Are You Maximizing Your Executive Compensation?
    Are You Maximizing Your Executive Compensation?
    Wed, Oct 11
    Lafayette Community Center
    Oct 11, 2017, 7:00 PM
    Lafayette Community Center, 500 St Marys Rd, Lafayette, CA 94549, USA
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  • What Tax Professionals Need to Know About Executive Compensation
    What Tax Professionals Need to Know About Executive Compensation
    Wed, May 17
    Holiday Inn Dublin
    May 17, 2017, 7:00 PM
    Holiday Inn Dublin, 6680 Regional St, Dublin, CA 94568, USA
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    Details
Click here to register for webinar replay.