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Fixed Income Series - 2019
Santa Barbara Luncheon Series: Challenges of Long-Term Care: The Good, the Bad, and the Ugly
A Private Evening of Wine, Food, and Conversation/Networking at Tin Roof Bistro
Book Club: "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk"
CFA Society New York - Private Wealth Managers, Succession Plans: Handing Off the Baton
CFA Charter Recognition Dinner
Financial & Valuation Modeling Boot Camp - November 2019
An Intimate Chat With Kim Wood
Advising Older Clients – Financial Vulnerability, Warning Signs, Recent Research and Practical Applications for Advisors
Book Club: "The Success Equation"
The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology
Data Science for Managers - Building a Data-Driven Organization
Tech Skills Training for Programmers & Non-Programmers Series
CFALA Holiday Social
Spring 2020 USC/CFALA CFA® Level I Review Program
Spring 2020 USC/CFALA CFA® Level II Review Program
Spring 2020 USC/CFALA CFA® Level III Review Program
ALTSLA 2020
PORTFOLIO Conference 2020
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