September Meeting
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"Putting ETFs to Work: Six Essential Strategies"
You May EARN 1.5 CEU CREDITS FOR ATTENDING
May qualify for 1.5 CPE Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
| Guest Speaker(s): |
Brian Towns, CIMA(r), Business Development Officer, BlackRock
Vivian Tsai, CIMA(r) CPWA(r), Product Manager, iShares BlackRock
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| Date: | Wednesday, September 15, 2010 |
| Time: |
11:30 A.M. to 1:50 P.M. |
| Place: | The Proud Bird Restaurant
11022 Aviation Blvd., Los Angeles, CA 90045 |
| Reservations: | Reservations will be taken until September 10th.
To make your reservation, CLICK HERE.
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| Cost: | $30 for members pre-registered
$40 members at the door
$40 non-members pre-registered
$50 non-members at the door
Please note:
Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it
to the office or register online. All meetings are held the third Wednesday of every month, unless otherwise noted. Cancellations must be made 72 hours
in advance to avoid being charged.
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| Program Schedule: |
| 11:30 AM | Registration & Networking |
| 11:45 AM | Lunch |
| 12:00 PM | Announcements & Chapter Business |
| 12:15 PM | Speaker Program |
| 1:30 PM | Q & A |
| 1:50 PM | Adjournment |
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| Program Description: | Much has been said and written about Exchange Traded Funds and their growth and adoption amongst financial professionals, but how do you use them? This session will provide actionable ideas as well as tools to facilitate understanding and implementation of the most essential ETF stratagies to help you manage your clients investments.
This event is sponsored by the iShares 529 Plan(r), an all ETF-based 529 Plan designed for Fee Financial Advisors. |
Speaker's bio(s):
Brian Towns, CIMA(r)
Business Development Officer, BlackRock
Brian Towns is a Vice President with BlackRock. He has been with iShares since December 1999, joining the firm from Roberts Stephens Investment Management. Brian received his B.A. in Business Economics from the University of California at Santa Barbara. He earned his
CIMA(r) designation from the Wharton School at the University of Pennsylvnia and is currently pursuing his CFP(r) designation. Brian holds the Series 6, 7 and 63 securities licenses.
Vivian Tsai, CIMA(r) CPWA(r)
Product Manager, iShares BlackRock
Vivian Tsai is responsible for the iShares initiative in the 529 college savings plan marketplace, and has been working with institutional and registered investment advisory firms on the uses of iShares Exchange Traded Funds and iShares solutions since 2005. Vivian joined iShares from Merrill Lynch Global Private Client Group where she was a Wealth Management Specialist and began her career in the financial services industry with Morgan Stanley in San Francisco. A California native, she has worked in New York, Los Angeles, Hong Kong & Taipei. Vivian received her BS in Economics from the Wharton School at the University of Pennsylvania. She holds the Series 7 and 66 securities licenses, and has earned Certified Investment Management Analyst and Certified Private
Wealth Advisor designations.
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Consumers
Corporate Partners
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