Barristers Section – What Keeps You Up All Night? A General Seminar for Business Owners
Tuesday, May 24, 2022
Please join the barristers section on Tuesday, May 24, 2022 for a virtual presentation by Chris Welton on how to help small business owners and solo practitioners identify and prioritize risks, employee benefits, exit planning and personal financial security needs.
Chris Welton is a Wealth Management Advisor & Managing Director, Silicon Valley office at Northwestern Mutual where he leads a team who work together with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa live in San Mateo and love to cook, hike and hold dinner parties with interesting people!
Cost: free for members and $10 for nonmembers. Plus 1 hour of MCLE credit!
Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.
Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.
Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event.
Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.