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DTSTART:20191119T013000Z
DTEND:20191119T040000Z
LOCATION:David's Restaurant - 5131 Stars and Stripes Dr, Santa Clara
UID:1813820191119T013000ZNovember 2019 Dinner Meeting
DTSTAMP:20260501T085419Z
DESCRIPTION:\n \n \n \n \nJoin us for the November dinner meeting\n Sponsored by:\n\n\n \n\nREGISTRATION FEES:\nPremier Member - No Fee (included in membership dues)\nRegular Member & Annual Sponsor - $50\n Guest - $65 (NOTE - guests may attend two meetings max per season)\n $5 late fee applies after November 10\n \nAGENDA:\n5:30 pm - Reception & Networking (cash bar)\nArrive promptly at 5:30 for optional SPEED NETWORKING. You will formally meet everyone in the room with this fast-paced introduction session. \n6:15 pm - Dinner Buffet\n6:45 pm - Meeting & Program\n \nCreating a Better Client Experience with Stories, Sketches. . .and Magic!\n Presented by:[ Theron Schaub](https://www.linkedin.com/in/theron-schaub-7749734/), VP, Strategic Relations at Loring Ward\n \nLeading your clients to 'a-ha' moments of understanding and inspiration is at the heart of our work as financial professionals. But topics like risk, diversification, and factor based investing can seem difficult to explain. Theron Schaub, Loring Ward's VP of Strategic Relations, shares new ideas for talking about these foundational topics and investment principals in ways that will surprise even the most seasoned professional. \n\n Attendees will receive a free copy of [27 Principles Every Investor Should Know](https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJ) by Steven J. Atkinson. \n \nQuestions?\n Contact Council Executive, Stacie Sarasio\n 402-991-3122 stacie@non-profitservices.com\n
SUMMARY:November 2019 Dinner Meeting - Santa Clara County Estate Planning Council 
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