2023 Professional Advisors Forum

5005 Serrano Parkway,El Dorado Hills CA 95762

11 May, 2023

Description

An educational forum on the state of the local economy with a panel on understanding the duty of loyalty owed by trustees and fiduciaries. Keynote Speaker: Sanjay Varshney - Founder and Principal - Goldenstone Wealth Management, Chief Economist & Publisher - Sacramento Business Review, Professor of Finance - Sacramento State University Thursday, May 11 2023 | 11:30 AM - 3:00 PM SERRANO COUNTRY CLUB 5005 Serrano Parkway | El Dorado Hills, CA This is a FREE educational event Continuing education credits will be available Lunch will be served at 11:30 AM Panel Speakers: Jarom Phipps, Buchalter Law Firm Grey Lund, Buchalter Law Firm Industry Update: Sil Reggiardo, Downey Brand LLP Bill Altavilla, CAPTRUST