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  • Speaker: Michael Yoshikami

Speaker: Michael Yoshikami

  • January 25, 2022
  • 3:00 PM
  • Webinar
  • 5


Registration is closed

The Financial Forum welcomes Michael Yoshikami for a Webinar presentation on Tuesday, January 25th at 3 PM. His topic will be 2022: Volatility, Higher Taxes, Pandemic, and Uncertain Economy: How should you invest now?

Michael Yoshikami, Ph.D., CFP®, is CEO and Founder of Destination Wealth Management and Chairman of DWM's Portfolio Strategy Committee. Founded in 1986, Destination is a San Francisco Bay Area-based independent firm that provides fee-based wealth management services to institutional and individual investors. Michael was named by Barron's as one of the "Top 100 Independent Financial Advisors” seven years in a row from 2009 to 2015. 

Michael is the author of: "Single Dimensional Thinking in A Prismatic World : A Multidimensional Word of Advice from An Investor in This Volatile Investing World” and "Permanent Market Volatility, Connectivity, Globalization, and Synchronized Panic”

This event is open to all members in good standing of the Financial Forum. To sign up, click on the Register button. Because of new information from Contra Costa County Health, the high transmission of the Omicron variant makes it a necessity that we cancel the live event. If you have already signed up for the live event, you’re automatically registered for the Zoom event, and we’ll send you the zoom details in a reminder email.

For more information on this event or how to become a member, contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595 - info@rffclub.net

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