Speakers, January 2017 - December 2017

  1. Tuesday, May 30, 2017. Kevin W. Hillburn, Regional Vice President, Prudential Annuities
    Tuesday, May 30, 2017. Kevin W. Hillburn, Regional Vice President, Prudential Annuities
    "Managing the Seven Risks to Retirement Income" Kevin has been with Prudential for 10 years. He has been in the financial services industry for 15 years. Kevin graduated from Quinnipiac university with a minor in Portfolio Management. He has two kids, Nick and Stephanie, 13 and 12. He has been married to his wonderful wife Diane for 20 years. The three of them are currently badgering him to get a dog, a battle which Kevin knows he is going to lose. In his spare time, Kevin is addicted to skiing, golf and vacation.
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  2. Tuesday, January 31, 2017. Jeremiah Barlow, Director, Family Wealth Services, Mercer Advisors Group.
    Tuesday, January 31, 2017. Jeremiah Barlow, Director, Family Wealth Services, Mercer Advisors Group.
    "Retirement Trusts - Protecting Your Heirs from Creditors” Jeremiah oversees the Family Wealth Services group, and serves as lead estate and tax attorney, providing Mercer Advisors' clients with strategic advice in the areas of estate, tax, and wealth succession planning. He speaks nationally on tax and estate topics with an emphasis on effectively passing retirement assets to the next generation. Jeremiah earned his BA in Political Science from the University of Nevada, Juris Doctor from Western Michigan University, and LLM in Taxation from the University of Denver.
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  3. Tuesday, July 25, 2017. Megan Thompson, Assistant Vice President, Wealth Management Advisor, Merrill Lynch Private Client Group
    Tuesday, July 25, 2017. Megan Thompson, Assistant Vice President, Wealth Management Advisor, Merrill Lynch Private Client Group
    "Longevity in Retirement" Megan Thompson is a Senior Financial Advisor, Assistant Vice President with the Merrill Lynch Private Client Group and is based in Walnut Creek, California. She studied Resource Management with two minors; Business and Economics at The Ohio State University. She has been a Financial Advisor since 2006, first with Morgan Stanley Smith Barney, and now with Merrill Lynch since 2012. Over her career she has built a strong base of individuals and families specializing in retirement planning, wealth management, investment analysis, estate planning as well as consulting for 401k Plans. Megan currently resides in Oakland, CA. She enjoys skiing, hiking, Crossfitting, running and traveling.
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  4. Tuesday, March 28, 2017 at 12 pm. Lars Schuster, Fidelity Strategic Advisors, Inc.
    Tuesday, March 28, 2017 at 12 pm. Lars Schuster, Fidelity Strategic Advisors, Inc.
    "Managing Money in Today's Environment" * THIS IS A SPECIAL PROGRAM FOR MEMBERS ONLY AND INCLUDES LUNCH, WHICH WILL BEGIN AT NOON IN THE FIRESIDE ROOM INSTEAD OF THE USUAL 3 PM TIME.
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  5. Tuesday, February 28, 2017. Elizabeth Laderback, San Francisco Federal Reserve
    Tuesday, February 28, 2017. Elizabeth Laderback, San Francisco Federal Reserve
    "The Fed and the Economy" Liz Laderman is a Senior Outreach Economist in the Economic Education and Outreach Department of the Federal Reserve Bank of San Francisco. She speaks to outreach audiences on current economic conditions, the economic outlook, and monetary policy. Liz also does research on household finance, small and new business finance, and small and new business employment. She has published over 50 research papers and articles. Liz has a B.A. in mathematics from Grinnell College and a Ph.D. in economics from the University of California at Berkeley.
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  6. Tuesday, June 27, 2017 at 3:00 PM. Chuck Dependahl, Wulff, Hansen & Co.
    Tuesday, June 27, 2017 at 3:00 PM. Chuck Dependahl, Wulff, Hansen & Co.
    "Tax Free Municipal Bonds today" Chuck is a graduate of the University of Santa Barbara. He has been a financial advisor for over 35 years assisting investors to obtain their investment goals. Chuck holds a Series 7, 63 and a CA Insurances license #OA62924. He began his career in 1981 with Municicorp of California specializing in tax free municipal bonds. In 1989 he transferred to Wulff, Hansen and Co. where he is to this day assisting investors in achieving their retirements needs by creating investment portfolios whose primary goals are maximizing income, tax savings and safety. His father, Robert, introduced him to municipal bond industry back in 1970 and between his father, wife and himself, there is 80+ years combined in the financial services industry. He was a member of the San Francisco Bond Club.
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  7. Tuesday, August 29 at 3 PM. Emily Bach, Executive Director and Senior Portfolio Manager with The Bach Group at Morgan Stanley
    Tuesday, August 29 at 3 PM. Emily Bach, Executive Director and Senior Portfolio Manager with The Bach Group at Morgan Stanley
    "The 10 Common Investment Mistakes People Make and How to be Sure You Avoid Them" The Bach Group works with a select group of clients and manages over $1 billion dollars of their client’s money. Since 1993, she has been dedicated to providing exceptional service and financial planning advice to her clientele.  Emily was named as one of the “Top 100 Women Financial Advisers” in America by Barron’s Magazine, eleven consecutive years, from 2006 to 2016. In November 2015, Emily was featured in Barron’s “All-Star Women” list. This list recognized 16 financial advisors who have been named to the publication’s “Top 100 Women Advisors” list every single year since its inception in 2006. In 2017, Emily was named to Forbes Magazine inaugural list of “America’s Top 200 Women Financial Advisors.” Emily is a wealth of knowledge and has been constantly praised for her ability to explain complicated jargon in simple and easy to understand terminology.   
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  8. Tuesday, September 26 at 3:00 PM. Randy Williams, Keiretsu Forum
    Tuesday, September 26 at 3:00 PM. Randy Williams, Keiretsu Forum
    "Angel Investing-Inside a Shark Tank" Randy Williams founded Keiretsu Forum in September 2000 to provide a disciplined and structured approach to angel investing.  Mr. Williams’s passion for investing and bringing together like-minded community leaders has created a powerful and giving environment for entrepreneurs. With over 2,500 angel investor members throughout 52 chapters on 3 continents Keiretsu Forum is the largest angel investment community in the world.  There have been over1000 fundings since inception.  Keiretsu Forum, headquartered in San Francisco, has offices throughout the United States, Canada, Europe, Asia, and India.  Mr. Williams is also a General Partner of Keiretsu Capital. Mr. Williams has 35 years of marketing, finance, and real estate experience.  He was co-founder and director of Diablo Valley Bank and was President of Pacific Union Commercial Brokerage, founder of the Lamorinda Bank, and Managing Director of Kennedy-Wilson International, an international real estate investment company.  Mr. Williams is chairman of the advisory board for Heritage Bank of Commerce with offices throughout the San Francisco Bay Area. Mr. Williams is a frequent guest speaker at investment conferences, leading universities, and business schools on alternative asset investment and entrepreneurialism. He holds a Bachelor of Arts degree from the University of California Berkeley.
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Speakers, September 2016-December 2016

Speakers, September 2014 - August 2016

  1. The changing landscape in retirement planning in a low interest rate world
    The changing landscape in retirement planning in a low interest rate world
  2. Congressman Mark DeSaulnier (DE-SOWN-YAY)
    Congressman Mark DeSaulnier (DE-SOWN-YAY)
  3. TBD
    TBD
  4. Don’t Go Broke In a Nursing Home
    Don’t Go Broke In a Nursing Home
  5. Get it Together
    Get it Together
  6. The Future of Bart
    The Future of Bart
  7. How politics affects investors
    How politics affects investors