Financial Planning Association of San Francisco

Emerging Advisors Forum

 --FREE EVENT-- 

-MEET THE RIA CUSTODIAN FIRMS-

Date/Time:     5:30 p.m. – Wednesday, November 30, 2011; Golden Gate University – Room 5311

For those who cannot attend in person:

      Conference Call In Number:  712.451.6055 / Access code:  262069

Location:

http://maps.google.com/maps?f=q&hl=en&q=536+Mission+Street,+San+Francisco,+CA&ie=UTF8&z=15&om=1&iwloc=addr

Memo:  

The Financial Planning Association of San Francisco is pleased to present an opportunity to meet several leading RIA custodian firms in a town-hall type setting.  This will give attendees the ability to freely ask questions of each custodian provider in a non-sales environment.  Questions are ENCOURAGED!

GUEST SPEAKER:

REPRESENTING:

WEBSITE:

John Foley

Charles Schwab Advisor Services

http://www.schwabadvisorcenter.com

Wade Pitts

TD Ameritrade Institutional

http://www.tdainstitutional.com/

Frederick Van Den Abbeel

TradePMR

http://www.tradepmr.com/

AGENDA:

MARK YOUR CALENDARS:

December                                           No Monthly Meeting

Winter Break – Happy Holidays!