Education Session No. 1034
Women’s Financial Forum: Learn, Plan, Invest
DATE: Wednesday, August 14th, 2019
SPEAKERS:
Diane Bourdo, CFP, Humphreys Group, President
Crystal Dykstra, CFP, Charles Schwab, Executive Financial Planning Advisor
Stacy Lewis Daher, MAcc, CPA, University of San Francisco, Associate VP Finance & Treasury
Colleen O’brien, Charles Schwab, VP, Oakland and Berkeley Branch Manager (Moderator)
HOST: Charles Schwab
LOCATION: Schwab Center
211 Main Street
San Francisco, CA 94105
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