September 2018 Luncheon Meeting

To Think, Feel, Act, and Learn Like a Financial Planner

A presentation 50 years in the making!

Speaker: Dr. Dave Yeske

Meeting Description

Our profession traces its roots back to a confab in Chicago in 1969—we’ve come a long way since then and the best is yet to come! Review the highlights of the evolution of our profession as Dave Yeske address the Pillars of our Profession—the Vision (to Think), our Values (to Feel), the Fiduciary Role (to Act) and Developing our Body of Knowledge (to Learn). He’ll delve into what it means to be a profession and to earn a living as a professional.

With a firm foundation of our history in everyone’s mind, he’ll then lead us on an exploration of the future of the profession—identifying both the challenges and the opportunities that lie ahead.

Featured Partner: Rich Dayton, The Dayton Law Firm

Speaker Biography

Dr. Dave Yeske, CFP� has been practicing financial planning since 1990. Dave has been named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including, The Wall Street Journal, The New York Times, Businessweek and more. He has written feature articles for several publications and is also the Practitioner Editor of the Journal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News.

He holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program.

Dave is a past Chair of the Financial Planning Association (US) and currently sits on the Board of Trustees of the Foundation for Financial Planning. Dave served as Chair of the Financial Planning Association PAC from 2005-06 and chaired FPA’s Research Center Team and its Academic Advisory Council. Dave received FPA’s Heart of Financial Planning award in 2012.

In October 2017, he was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award.

Pricing and Registration (Lunch is included)

Register early! Advanced pricing is available through September10th:

FPA Members and First Time Visitors: $40
Non-Members: $60

After September 10th:

FPA Members: $60
All Non-members: $75

Online Registration is open through Monday, September 10th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, September 11th.