When

Wednesday, October 26, 2022 from 2:00 PM to 3:30 PM PDT
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Where

This is an online event.

Contact

Danielle Miura
FPA of the East Bay
(925) 778-1165
eastbayfpa@gmail.com
Mishaela Albright
Lodestar Private Asset Management
Jennifer Butler
Summit Wealth and Retirement Partners
Eric Gross
Grodin Financial & Insurance Services
Nancy Hairsine
LifeMark Securities
Doug Hanson
Charles Schwab & Co., Inc.
Abby Hasling
The Mather Group
Sydney Kovacs
Burton Enright Welch
David Lawrence
Willow Creek Wealth Management
Eileen Loustau
Asti Financial Management
Marisa Mead
Burton Enright Welch
Nicole Middleton Holloway
Strategy Squad
Chad Perbeck
Waypoint Wealth Partners
Debbie Pursey
Wealth Enhancement Group
Maxwell Schmitz
4302 Redwood Hwy
Cherie Stueve
Plancorp
Jason Terhune
Capital Advantage, Inc.
John Thiel
Amanda Walker
Concentric Wealth Management
Sean Wilhelmy
Sweeney Kovar LLP
Beth Williams
Future Wallet LLC

Look Who Else is Registered!

Mishaela Albright
Lodestar Private Asset Management
Jennifer Butler
Summit Wealth and Retirement Partners
Eric Gross
Grodin Financial & Insurance Services
Nancy Hairsine
LifeMark Securities
Doug Hanson
Charles Schwab & Co., Inc.
Abby Hasling
The Mather Group
Sydney Kovacs
Burton Enright Welch
David Lawrence
Willow Creek Wealth Management
Eileen Loustau
Asti Financial Management
Marisa Mead
Burton Enright Welch
View All

FPA East Bay NexGen Zoom meeting 10/26/22

Equity compensation is one of the most valuable and misunderstood employee benefits. This event is aimed to help financial advisors working with equity compensation create a process for analyzing these holdings, illustrating strategies, and making recommendations.

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  • Fee

    Type Fee
    No Charge
    $30.00

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$9,999.99

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