Investing in Today’s Turbulent Environment & The Case for the 20,000 Dow - San Francisco, CA

Feb 27, 2013 06:00pm -
Feb 27, 2013 08:00pm

Event Description

American Association of Attorney-CPAs

Investing in Today's Turbulent Environment &

 

The Case for the 20,000 Dow 

 

 

Northern California Chapter Meeting  

February 27, 2013 

 

Upcoming National Events    

  

Northeast Regional Education Conference
May 3-5, 2013
Hershey Lodge  Hershey, PA

 

Annual Meeting & Education Conference  

July 3- 9, 2013
Dual City Meeting: Boston, MA and Cruise to Canadian Maritimes
[Cruise will be aboard The Carnival Glory from July 4-9, 2013]    

 

Fall Meeting & Education Conference
November 6-10, 2013
Vdara at Citycenter
Las Vegas, NV 

 

 

 

Special Thanks to
Bernstein Global Wealth Management for Sponsoring this Chapter Event

 

 

Registration

Date: Wednesday, February 27, 2013 

 

Time: 6:00-8:00pm

Refreshments and complimentary parking will be provided

Location: Bernstein Global Wealth Management

                 555 California Street, Suite 4300

                 San Francisco , CA 94104

                 

Education Credit: 1 MCLE (pending)/1 CPE credit 

 

Cost: FREE for Members, Guests and Non-Members

 

 

 

Speaker

 

Daniel B. Eagan

Managing Director and Head-Bernstein Wealth Management Group

 

Daniel B. Eagan is a Managing Director and was named Head of Bernstein Wealth Management Group in 2011. He is a member of the Private Client Investment Policy Group and specializes in working with foundations and endowments, high-net-worth individuals, and corporate entities. Eagan joined Bernstein in 2001 as a senior portfolio manager and assumed leadership of the firm's private client practice in the Northwest in 2003. From 1994 to 2001, he served as a senior portfolio manager and managing director at BlackRock and from 1986 to 1994, he worked in investment consulting, most recently with Mercer Investment Consulting. Eagan earned a BS in finance from the University of Illinois and an MBA with distinction from DePaul University. He is a frequent lecturer on investment management, charitable giving and asset-allocation topics, and has appeared on CNBC, Bloomberg TV and MSNBC and been quoted in The Wall Street Journal, The New York Times and USA Today.

 

 

CONTINUING EDUCATION INFORMATION

AAA-CPA  continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAsis registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its  website www.learningmarket.org. A brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction.  If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. 

 

 

 



 


Event Type:Chapter Meeting
Early registration ends on Feb 05, 2013.
Regular registration starts on Feb 06, 2013 and ends on Feb 26, 2013.
Late registration starts on Feb 27, 2013.