The Psychology of Financial Planning

Stanaland & Associates is teaming up again with Brio Financial Group to discuss the psychology of financial planning and strategies to achieve the best results. The event will take place at the Presidio Golf and Concordia Club, Saturday, May 12, 2018 from 9:00 a.m. to 12:00 p.m. The doors will open at 8:30 a.m. Coffee, tea, and a light brunch will be served. Seating is limited, so please RSVP by clicking here or contact us at 415-781-4000.

The team will discuss and take your questions on the following topics:

  • Is your brain costing you money?
  • Tax reduction strategies.
  • ISO’s vs. NQSO’s vs. RSU’s vs. ESPP’s.