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Tuesday, August 8, 2017 from 12:00 PM to 1:30 PM PDT
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Golub Group LLC 
On the Peninsula
1850 Gateway Drive, Suite 100
San Mateo, CA 94404

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Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

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Golub Group LLC has graciously agreed to host another webinar at their San Mateo location! Lunch will be generously provided.
PLEASE NOTE: There are only 20 spaces available so reserve
your spot soon!

Tuesday, August 8, 2017
12:00 pm - 1:30 pm

 ETF Due Diligence

Daniel J. Braz , CFA , CIMA, Senior Strategist
State Street Global Advisors
Thank You to Our Meeting Sponsor:



Program Description:
What do you need to know when choosing and evaluating ETFs?  Are ETFs better vehicles for certain asset classes?  What are some best practices relating to trading?  How can new developments (Active ETFs, Smart Beta, etc.) in the ETF industry help my clients reach their financial goals? 

Speaker Bio:
Daniel J. Braz , CFA , CIMA, Senior Strategist
State Street Global Advisors

Dan earned an MBA in finance and marketing at the Kellogg School of Management at Northwestern University. He earned the Chartered Financial Analyst designation and belongs to the Boston Security Analysts Society.  Dan is a subject matter expert on the topic of efficiently combining active and passive investment strategies.

Meeting Agenda
12:00 pm - 12:15 pm - Chapter & Sponsor Announcements and Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

*This topic is approved by the CFP Board for 1.0 hour of CE credit.