FPA of SF Marin Networking Event

Wednesday, April 17, 2019
4:00 pm - 6:00 pm

Title:
Beyond the Obvious: Center of Influence Networking

Event Description:
Come celebrate Tax Day with other advisors and centers of influence (COI). Advisors often default to networking with CPAs and estate planning attorneys.  However, there are many other contacts that advisors should be ready to refer to clients – bookkeepers, professional fiduciaries, life coaches, home & estate organizers, college admission consultants – just to name a few.  This event provides the opportunity for advisors to network with COIs “beyond the obvious.” The event will combine a bit of a structured introduction and then time for you to get to know the COIs of most interest to you.  To allow for higher quality interaction, attendance at this event will be limited and advance registration is required.

When:            Wednesday, April 17, 2019, 4:00 pm - 6:00 pm
Where:          Larkspur Landing, Main Floor Atrium, 100 Larkspur Landing Circle, Larkspur, CA
Fee:                $25 FPA Members and Center of Influence Contacts before April 10th
                        $35 after April 10th for all
 
Snacks and beverages to be provided.
 
Attendance will be limited to 50 total attendees, split amongst 25 COIs and 25 advisors. COIs receive the
FPA SF member rate. First come, first serve basis so register early. 
 
For more information, contact Tanya Steinhofer, tanya@redwoodgrovewm.com