Symposium / Quarterly Education Meeting

September 19, 2018
8:30 AM - 6:30 PM
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SDSU Parma Payne Goodall Alumni Center
5250 55th St. 5250 55th St.
San Diego, CA 92128
Venue website

Speaker Bios can be found at:

AGENDA  CFP CE Credits Pending Approval


7:45am - 8:45am         Registration                                                                Lobby


8:45am 9:00am           Welcome & Announcements                                      Ballroom


9:00am- 10:00am       Alex Etzkowitz - Gurtin                                                Ballroom

                                    Fed actions and interest rates


10:00am – 10:15am    Break


10:15am – 10:30am    Sponsors and raffle announcement                           Ballroom



10:30am – 11:30am    Participation Case Study                                             Ballroom



11:30am—12:30pm    Lunch                                                                           Ballroom


12:30pm – 1:30pm      Bruce McPherson and Sarah Goforth                         Ballroom

                                    Reverse/Forward Mortgage


1:30pm – 1:45pm        Break


1:45am – 2:00pm        Dean Lance Nail


2:00pm – 3:00pm        Martin Staubus                                                            Ballroom

                                    Employee Stock Ownership Plans (ESOPS)


3:00- 3:10pm              Break & Announcements                                            Ballroom


3:10pm – 4:00pm        Diane Gasworth                                                          Ballroom

                                    Critical Medicare Information for

                                    the Next Generation


4:00pm-6:00pm -        Social hour/ Raffle                                                      SDSU performance




$60.00 Member Price

$120.00 Guest Price

$15.00 Student Chapter Price