Meeting Details - THE CITY CLUB

Tuesday, December 11, 2018
4:00 pm - 5:30 pm (Program)
5:30 pm - 7:30 pm (Holiday Reception)

Topic:
 Integrating Millennials and Career Changers Into Your Practice

Panelists:
Daniel Lee, CFA, CFP®, Portfolio Manager, B|O|S, LLC
Bryan Hasling, CFP®, EA, Senior Financial Planner, JW Harrison
Lauren Stansell, CFP®, Yeske Buie; Sabrina Lowell, CFP®, CPCC,
Partner, Private Ocean; Brett Gookin, Director,
Wealth Management, Principal, Aspiriant

Thank You to Our Meeting Sponsor:
 
        

Program Description:
Join us for an enlightening and actionable evening. This is your chance to participate in a candid conversation with millennials and career changers - the future of our profession and your practice. What do they really expect or want as compensation? How and in what timeline do they want to progress in their career? What are their preferred form of communication on these topics? What would interest them in acquiring your practice?  

After the Q&A session, we will move onto action. How are leading firms creating development and compensation plans for their junior associates? We will hear from firms on what they are actually doing.

Bios for Panelists:
Daniel Lee, CFA, CFP®, Portfolio Manager, B|O|S, LLC
Daniel provides comprehensive financial planning and investment management services to private and institutional clients. In addition, Daniel researches Socially Responsible Investing (SRI) trends and vehicles for the firm’s investment committee. Daniel is also an instructor for the Personal Financial Planning Program at the University of California, Berkeley Extension.

Bryan Hasling, CFP®, EA, Senior Financial Planner, JW Harrison
Bryan is a CERTIFIED FINANCIAL PLANNER™ who found his passion for financial planning by first helping the people he cares about the most, his family and close friends. With clients, Bryan understands everyone’s situation and needs are different, which means every piece of advice is tailormade for them. He specializes in cash flow & savings, taxes, student loans, investments, and retirement planning.

In addition to his CFP® designation, he is also an IRS Enrolled Agent, which marks one of the highest degrees in tax education. Prior to joining JW Harrison, Bryan worked with financial planning firms in the Dallas-Ft Worth and Lubbock, TX areas, mostly working with high net worth families and business owners.

He attended Texas Tech University, where he studied Financial Planning & Economics. At TTU, he was chosen as the program’s “Outstanding Senior,” an honor given to its top student. In his free time, Bryan volunteers with non-profit groups, like Tax-Aid and VITA, and is highly involved with the National MS Society.

Lauren Stansell, CFP®, Yeske Buie
Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP Board-Registered program in December 2012. Lauren passed the CFP® exam in July 2014 and became a CFP® professional in February 2015.

Lauren co-founded the Financial Planning Association (FPA®) Student Chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to over 70 students, making it the largest student chapter in the country. She handed off leadership after the first year, but loved staying involved and helping the chapter advance. Lauren enjoys engaging with the next generation of financial planners; she served as the Co-Director of NexGen for the FPA of the National Capital Area and is now serving as the Director of Marketing Communications for the FPA of San Francisco. She is a graduate of FPA’s Residency Program. Continue reading here

Sabrina Lowell, CFP, CPCC, Partner, Private Ocean
Sabrina was part of the inaugural InvestmentNews 40 under 40 List (2014). She received the Financial Planning Association’s (FPA) Heart of Financial Planning Award for San Francisco (2014) and National (2015) for representing the FPA’s core values in her profession and community. A long-standing member of the FPA, Sabrina has chaired the FPA Experience Conference (2013) and spearheaded session tracks for the FPA National Conference (2007, 2012). She twice chaired the FPA NorCal Conference (2010, 2011), served on the national Consumer Advisory Group and the Professional Development Advisory Group task forces, and has participated locally on the SF FPA Career Development Committee and SF FPA Speaker’s Committee. As a past president of NexGen, a national organization supporting young and emerging financial planners, she also chaired its national conference (2008).

Brett Gookin, Director, Wealth Management, Principal, Aspiriant
Brett joined Aspiriant’s predecessor firm, Kochis Fitz, in 2000 and became a Principal in 2008.
Brett co-authored the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Clients, now in its second edition, and has served as a mentor to students in Golden Gate University’s Financial Planning Program.

Meeting Agenda:
4:00 pm - 4:30 pm - Registration & Networking
4:30 pm - 4:45 pm - Chapter and Sponsor Announcements 
4:45 pm - 5:30 pm - Presentation and Q & A
5:30 pm - Program Closes / Holiday Reception Begins

	Members	Non-Members
Early Bird Registration (Ends December 7, 2018)	$55	$80
Regular Registration (After December 7, 2018)	$75	$100

 

You may still register online after December 7, 2018, however, you will be charged the Regular Registration price; online registration closes at midnight, December 9, 2018.

*This is a practice management topic so no CE will be granted. 

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

Join fellow members and guests for an evening of reflection and fun!  Tasty hor d'oeuvres and drinks will also be provided .

Register Now!