A successful Financial Advisor has to work closely with their clients’ goals, dreams and fears. How do we successfully balance being in the present moment while giving advice for the future?

Join Spencer Sherman, MBA, CFP® and special guest Renee Snow, PhD, CFP® as they share:

  • Balancing the present moment with future security
  • Mindfulness practices for client and staff meetings
  • Maintaining equanimity in the midst of volatility



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Date & Time:

Thursday February 2, 2017
9:30am – 4:00pm


Green Gulch Farm Zen Center
1601 Shoreline Highway
Muir Beach, CA 94965