Town Hall => Meet the RIA Custodian Firms

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Nov 16, 2011 11:20 am

 

Financial Planning Association of San Francisco

Emerging Advisors Forum

 

 --FREE EVENT-- 

 

-MEET THE RIA CUSTODIAN FIRMS-

 

Date/Time:     5:30 p.m. – Wednesday, November 30, 2011; Golden Gate University – Room 5311

 

For those who cannot attend in person:

 

      Conference Call In Number:  712.451.6055 / Access code:  262069

 

Location:

 

http://maps.google.com/maps?f=q&hl=en&q=536+Mission+Street,+San+Francisco,+CA&ie=UTF8&z=15&om=1&iwloc=addr

 

Memo:  

 

The Financial Planning Association of San Francisco is pleased to present an opportunity to meet several leading RIA custodian firms in a town-hall type setting.  This will give attendees the ability to freely ask questions of each custodian provider in a non-sales environment.  Questions are ENCOURAGED!

 

 

AGENDA:

Guest Speaker Introductions Q & A

 

MARK YOUR CALENDARS:

 

December                                           No Monthly Meeting

Winter Break – Happy Holidays!