EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

Members Only-Private Wealth Round Table

Walking Through the ‘60/40’ into 2021  A Virtual Round Table Discussion for Investment Professionals with an Interest in Private Wealth Management As we leave 2020

Better Client Engagement=More Success

Part 1 of 4 in our 2021 Wealth Management Excellence Series. Please join CFA Society Los Angeles and nationally recognized expert, Julie Littlechild, as she teaches us how