Goldstrand Planning Group

CONNECT

Address:

2800 W. March Lane, Suite 326
Stockton, CA 95219-8202

Phone:

(209) 472-7000 ,Toll Free: (800) 507-9911,

Fax/Other:

(209) 472-1551

Events Calendar

Dennis Attended a by invitation only conference in Santa Barbara from March 13-15.  It was oriented for fee-based Registered Investment Advisors.  Various guest speakers presented on topics related to investment advisory.

Dennis attended his broker-dealer conference in San Antonio, Texas from September 6-10.  The ONESCO Institute is by invitation only and generally about 10% of the representatives are included.  These were excellent general and breakout sessions.  He participated in a breakout session on how we integrate technology to serve our clients better.

Dennis attended the Pershing Insite Investment Conference held in San Diego from June 14-16. Main platform speakers including Jack Lew, Treasury Secretary in the Obama administration and NFL Quarterback Aaron Rodgers.  There were many excellent breakout sessions on various subjects.

 

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