The Science, Process and Emotions of Investing
click here to register online

The outline is a wonderful representation of not just the current investing theories, but the history of how we got there. A must see.

Date: Friday, March 17, 2017
Time: 11:45 AM - 1:45 PM
Location: Hobee's Restaurant
1101 Shoreway Road
Belmont, CA 94002
Click here for map and directions
Speakers: Pat Phillips - Wealth Architects, Mountain View
Elizabeth Lazor - Wealth Architects, Mountain View
Mark Gordon - Wealth Architects, Mountain View
PFAC Members Only? No
This Program Is For: Newly licensed, unlicensed and experienced fiduciaries and attorneys
Cost: $35 - Members and Non-Members

Price includes meeting and lunch with vegetarian option

Please make checks payable to PFAC San Mateo Chapter and bring check or cash to meeting.

Credits: Pending - 1.0 CEU (Trusts)
Special Notes: Out of respect for all, please be ready for speaker to start at noon. Process of selecting your lunch will be to 1. identify what you want, 2. take 2 poker chips that match your selection, 3. one goes in the box, and the other in front of where you sit to notify our server, Richard.

Please register by Thursday, March 16, 2016 (click here to register online).

Questions? Kelsey Stiles - (650) 578-9030 or kelsey@lassahnfiduciary.com