2026 Fall Seminar
Date: Thursday, October 22, 2026
Time: 08:00 AM - 03:45 PM
Location: Community Hospice - 4368 Spyres Way
Breakfast: Coffee and Pastries
Lunch: Catering by Verona Cucina Italiana
Speaker Line Up:
- Katherine Sheehan (Zoom), Planning for Loved Ones with Special Circumstances
- Elizabeth Moyle, Advisory Director, Ashling Partners. Will be discussing AI implementation and automation, while protecting client data.
- Michael Abram, Partner/Portfolio Manager, Integral Wealth Management. Michael will be presenting on retirement distribution strategies.
- Don Gaekle, Stanislaus County Assessor
- Randall Rosa & Kerren Archuleta (Zoom)
Related Document(s):
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