Dec 10 - Holiday Meet + Mingle (San Francisco)

Holiday Meet + Mingle

DECEMBER 10, 2019
5:30-7:30 p.m. -  ALL REGIONS
Wells Fargo, 333 Market Street, San Francisco, CA 94105

Celebrate the holiday season with your fellow members and HR professionals in the Bay Area and network over yummy drinks and appetizers.

5:30 - 7:30 p.m.: Meet + Mingle

Member: $25
Non-member: $50
Light appetizers and one drink ticket provided.



Financial Wellness Workshop

DECEMBER 10, 2019
4:30-5:15 p.m.
Wells Fargo, 333 Market Street, San Francisco, CA 94105

You are also invited to attend an educational event on "Planning in the New Tax Environment" with Shani Hatcher from Wells Fargo Advisors from 4:30 - 5:15 p.m.: Investment Planning for the New Year. PDC: 1



Since joining Wells Fargo Advisors in 2005, Shani Hatcher's primary focus has been on building long-term relationships, providing exceptional service and quality advice. What Shani enjoys most about her job is coordinating holistic wealth strategies for her clients that leverage the full breadth of resources available at Wells Fargo Advisors to assist them in achieving their financial goals. She belongs to a team of experienced Financial Advisors with expertise in working on complex wealth solutions that are focused on individuals, families, their businesses and philanthropic endeavors.

Wells Fargo's comprehensive approach to wealth management starts with active listening to help clients define and prioritize goals before they regularly monitor their progress. They believe in educating their clients to empower them to make smart decisions in areas including, but not limited to, savings strategies, education planning, retirement income planning, fixed income strategies, business succession planning, wealth protection and generational transfers. They offer a thoughtful, consistent, disciplined approach tailored to meet diverse, individual needs and will adjust strategies as changes occur.

After graduating from Duke University in 2001 with a B.A. in Political Science, Shani worked with American Express Financial Advisors in the DC metro area and gained the Series 7, Series 66 and Life & Health Insurance licenses. Returning home to the Bay Area, she worked at RBC Dain Raucher and then at Citicorp Investment Services before joining Wells Fargo Advisors.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. © 2010, 2016 Wells Fargo Clearing Services, LLC. All rights reserved. CAR 1219-00315

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Wendy Fong
(650) 378-1328