Sep 2026
15
Sep
How to Protect Clients from Cyber Fraud
Speakers: Tate Gordinier, CA Department of Financial Protection & Innovation, Brett O’Sullivan, Manager, California Department of Financial Protection and Innovation’s Sacramento Office DETAILS/REGISTER
15
Sep
24
Sep
Oct 2026
24
Oct
Nov 2026
10
Nov
Why Clients Don't Do What You Tell Them (And What To Do About It)
Speaker: Amy Mullen, CFP®, President, Money Quotient Strategic Partner: Stonecrest, Christina Gray DETAILS/REGISTER
Dec 2026
08
Dec
Community Connection: A Conversation about the Profession
Panel: Tanya Steinhofer, CFA, CFP®, Redwood Grove Wealth Management / Gregg Clarke, CFP®, Meritas Wealth Management, LLC / Dr. Dave Yeske, CFP®, YeskeBuie Strategic Partner: Arthur J. Gallagher [...]
