Chapter Newsletter

October, 2016, Fall Issue
Volume 01, No. 04

In This Issue...

1. SEI Invites You   3. Chapter Meetings                   5. Resource Partner - Cal Lutheran
2. NexGen            4. Chapter News & Happenings

Invitation from SEI

In August, SEI sent us one of their top notch representatives to speak at our Quarterly Educational meeting. John Anderson, Head of Practice Management received great reviews and comments from the attendees. 

SEI is now extending an invitation to our members to attend their 2016 SEI Advisor Discovery Forum on November 9, 2016 at the Courtyard Marriott Los Angeles in Culver City.   

Learn to streamline, be more efficient and many other ways to grow your business to success! Plus receive 2 CE credits!! RSVP ASAP as space is limited.

Click link to view event page          SEI Advisor Discovery Forum

Download/view Event Itinerary    



So. California NexGen 2nd Annual Summit is this Weekend!

Have you registered to attend the 2nd annual NexGen Summit in Irvine on Saturday, October 22nd from 10 AM to 5:00 PM? It's the place to be for millenials interested in a successful career in the financial planning field and it's fun too! Join other young professionals for a jam packed day View Schedule. Hurry there's still time to register Click Here.

Scholarship Opportunity for Santa Barbara County Students

Kevin Bourke of Bourke Wealth Management is offering an annual scholarship (through the Scholarship Foundation) for students in the Santa Barbara County interested in majoring in finance, economics, or business/business administration.

Bourke is a 30-year veteran of the industry and feels strongly that financial advising is a valuable profession. He hopes that by offering this scholarhip fund it will inspire others in the profession to form their own scholarships for future financial advisors.

Click on this link to learn more about the scholarship and application requirements 

Chapter Meetings


We are back at one of our favorite meeting venues in November - Spanish Hills Country Club in Camarillo. 

The program promises to be interesting and informative. Chapter Board member, Paul Norr, CFP® of Buck County Financial Planning Group will speak on Easing up and Focusing in: Mindfulness for Planners, and Ashish Shrestha of Dimensional covers Retirement Readiness: Income as the Outcome.

Join us for breakfast, an outstanding program, networking with other professionals in the financial service field and earn CE credits.


Chapter Elections will be held at this meeting. Members in good standing will vote on the 2017 proposed slate of Board Officers and Directors. Click on the link below to view the proposed slate.



Click to View Meeting Flyer


Chapter News & Happenings

New Santa Barbara Regional Coordinator Appointed!

The Chapter is happy to announce the end to our search for the Santa Barbara Regional Coordinator. Elizabeth Saghi, CFP® of InAlliance Financial Planning has accepted the position and the task of resurrecting the Study Group meetings in Santa Barbara.

Liz is up for the challenge and has already secured a speaker and location for the first meeting which will be held on January 11, 2017. Christine Roberts of Mullen & Henzel LLP will speak on The 5 Top Mistakes in IRA Wealth Transfers.

Big thank you to Mission Wealth Management for offering to host the 7:30 AM - 8:30 AM meeting along with a continental breakfast! Mission Wealth office is located at 1111 Chapala Street in Santa Barbara.

If you have suggestions, ideas for topics or speakers, or if you are interested in hosting a meeting contact: Liz Saghi

Resource Partner - Spotlight on California Lutheran University


 Thank you to all our Chapter Resource Partners.