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DTSTART:20200305T193000Z
DTEND:20200305T210000Z
LOCATION:Skewers Kabob House - 821 L St., Modesto, CA  95354
UID:1806420200305T193000ZMember Lunch Meeting: Digital Investing - Intelligent Portfolios
DTSTAMP:20260518T115803Z
DESCRIPTION:\n \nTim Bickley, CFP® is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. ("CSIA"), supporting Schwab Intelligent Portfolios, ThomasPartners, and Windhaven Strategies. Prior to CSIA, Tim served as an Investment Consultant and Sr. Manager for Schwab's Investor Development Team. He's been with the firm since 2013.\n \nTim earned a B.A. in Business Administration from Fort Lewis College and received his Certified Financial Planner (CFP®) designation.\n
SUMMARY:Member Lunch Meeting: Digital Investing - Intelligent Portfolios - Estate Planning Council of Stanislaus County 
PRIORITY:3
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DESCRIPTION:Reminder
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