Town Hall => Meet the RIA Custodian Firms
Financial Planning Association of San Francisco
Emerging Advisors Forum
-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
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!
Charles Schwab Advisor Services
TD Ameritrade Institutional
Frederick Van Den Abbeel
AGENDA:Guest Speaker Introductions Q & A
MARK YOUR CALENDARS:
December No Monthly Meeting
Winter Break – Happy Holidays!