Past Events

09 Jan

The State of the Market: Outlook 2018

01/09/2018    
11:30 am - 1:30 pm
Speaker(s): Jurrien Timmer, Director of Global Macro, Fidelity Global Asset Allocation Division THE CITY CLUB registration WEBINAR registration
12 Dec

Holiday Reception (Immediately following the chapter meeting)

12/12/2017    
5:30 pm - 7:30 pm
No RSVP Required Details/Register
12 Dec

To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!

12/12/2017    
4:00 pm - 5:30 pm
Topic(s): To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making! Speaker(s): Dr. Dave Yeske, CFP®, Managing [...]
07 Dec

NexGen Holiday Reception

12/07/2017    
6:00 pm - 8:00 pm
Details/Register
10 Oct

Behavioral Finance and the Psychology of Wealth

10/10/2017    
9:30 am - 1:30 pm
Panelists: Speaker 1: Spencer Sherman, MBA, CFP®, Founder and Executive, Chairman, Abacus Wealth Partners, Speaker 2: Kristen Berman, Co-Founder and Principal, Common Cents Lab, Speaker [...]
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