CURRENT EDUCATIONAL MEETING

2019 QTLY MEETINGS       SOCIAL EVENTS       RESOURCE PARTNER EVENTS

CALENDAR OF EVENTS

Upcoming Chapter Meeting

2nd Quarter Meeting

FRIDAY, MAY 17, 2019

8:00 am to 12:00 pm

 SPANISH HILLS COUNTRY CLUB
999 Crestview Avenue
Camarillo, CA 93010

PROGRAM
 UTILIZING INSURANCE IN A FEE-ONLY PRACTICE 
Presented by Timothy Rembowski
SELLING A PLANNING PRACTICE:
THE RELATIONSHIP BETWEEN REVENUE MULTIPLE & REVENUE SIZE

Presented by Chia-Li Chien, PhD, CFP®, PMP


For more details click on the link below to view the meeting flyer.

Early-bird Registration Pricing    $50  member   $70 nonmember
  After April 30th
                                $55  member   $75 nonmember
                                          $ 25 Student Member


There is no additional processing fee for online credit card payments
.

alt View meeting flyer

Register Now

REFUNDS & NO SHOW POLICY

No refunds after the Monday prior to the meeting (5/14/19).
No shows with outstanding balances will be billed.

2019 Season Pass

Purchase the Season Pass for $110 and attend the remaining 3 meetings this year.

A savings of $36+!

Members only benefit.

CLICK HERE TO PURCHASE


Other Upcoming Events

SOCIAL EVENTS

No Events scheduled at this time

  RESOURCE PARTNER EVENTS


 No Events scheduled at this time

 2019 QUARTERLY CHAPTER EDUCATIONAL MEETING SCHEDULE

 

 FRIDAY, MAY 17, 2019

SPANISH HILLS COUNTRY CLUB, CAMARILLO

TOPIC 1: UTILIZING INSURANCE IN A FEE-ONLY PRACTICE

Presented by Timothy Rembowski

TOPIC 2: SELLING A PLANNING PRACTICE: THE RELATIONSHIP BETWEEN REVENUE MULTIPLE AND REVENUE SIZE

Presented by Chia-Li Chien, PhD, CFP®, PMP


 FRIDAY, AUGUST 16, 2019

CALIFORNIA LUTHERAN UNIVERSITY, THOUSAND OAKS

TOPIC 1: TBD

Presented by TBD

TOPIC 2: TBD

Presented by TBD


 FRIDAY, NOVEMBER 15, 2019

 SANTA BARBARA INN, SANTA BARBARA

TOPIC 1: TBD

Presented by TBD

TOPIC 2: TBD

Presented by TBD

 

 

 

 

 

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