Meeting Details

Tuesday, December 13, 2016
4:00 pm - 5:30 pm - Program
5:30 pm - 7:30 pm - Holiday Reception

Topic:
10 Changes to Plan For Over the Next 10 Years

Speaker:
Bob Veres
Owner/Commentator at Inside Information
                                                 
Thank You to Our Meeting Sponsor:

 
  

Program Description:
The financial planning profession has entered a period of hyper-fast evolutionary change, which will redistribute market share and cause some firms to be left behind while others prosper.  How do you prepare for a future with a different predominant revenue model, different clients and client cultures, broader penetration into the middle market, the creation of communities of potential clients, and the realities of face-to-screen client relationships?

Speaker Bio:
Bob Veres
Owner/Commentator at Inside Information
The financial planning profession has entered a period of hyper-fast evolutionary change, which will redistribute market share and cause some firms to be left behind while others prosper.  How do you prepare for a future with a different predominant revenue model, different clients and client cultures, broader penetration into the middle market, the creation of communities of potential clients, and the realities of face-to-screen client relationships?

Bob Veres is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession, and contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.

Over his 30-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. In addition, he is a sought-out speaker for many of the planning world’s most important professional conferences.

Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Heart of Financial Planning Distinguished Service Award from the Financial Planning Association.

Meeting Agenda:
4:00 pm - Registration & Networking
4:15 pm - Chapter Announcements
4:30 pm - Presentation and Q&A
5:30 pm - Holiday Reception

	Members	Non-Members
Early Bird Registration (Ends December 9, 2016)	$50	$75
Regular Registration (After December 9, 2016)	$70	$95

 

You may register online after December 9, 2016 however, you will be charged the Regular Registration price. Online registration closes at midnight, December 11, 2016.

*This topic is considered practice management and does not qualify for CE credit.

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Holiday Reception
(Immediately After Meeting)
5:30 pm - 7:30 pm
The City Club, 155 Sansome Street, San Francisco

 Come spend a fun evening mixing and mingling with members and guests while you dine on
hors d'oeuvres and drinks! We hope you can join us!

Register Now!