Peninsula Finance and Investment Dinner - rescheduled!
Special Invitation by the HBS Association of Northern California.
Michael’s at Shoreline
2960 North Shoreline Blvd
Mountain View, California 94043
Members: $47.50
Non-Member: $67.50
Event is rescheduled!
TOPIC: Setting up your financial plan
Norm Boone, CFP, MBA ’77 will lead us in a discussion on setting up your own financial plan and investment portfolio. Norm received his BA from Stanford University and his MBA from Harvard. He founded Mosaic Financial Partners in 1987 and continues to oversee its daily operations as president. Mosaic is a leading independent, fee-only advisory firm to individuals and families, managing over $600 million. Norm is a leader in the financial planning industry: He is regularly listed as one of the nation’s top financial planners and serves in industry leadership roles, both locally and nationally. He is the author of a long list of articles and financial columns. With his wife, he created guidelines and a software program for developing investment policies cited as "Best Software of 2006" by Morningstar. This event will be a great opportunity for HCSF and HBSA/NC members and their partners to become informed about making personal financial decisions.
TIMING:
6:00 networking
6:30 presentation and group discussion
9:00 evening’s end
VENUE: Michael’s at Shoreline
2960 North Shoreline Blvd, Mountain View, CA 94043
650-962-1014
PRICING: Includes three course meal and wine and beverages
Members: $47.50
Non-Member: $67.50
No cancellations/refunds 72 hours prior to event.
Organizer: Patricia Kelly '87, pat.kelly.mba@gmail.com