[ Home ] [ Up ] [ Course Descriptions ] [ Faculty ] [ Continuing Education ] [ Schedule ] [ Reservation ]

Top
The Lane Financial Institute™
Established 1989

Course Schedule

Click below for

2002 Courses

2001 Courses
September
October
November 
December 

Unless indicated in the course schedule below, these seminars are limited to small groups and taught in the offices of The Lane Group located in San Francisco near the historic Ghirardelli Square.   Our students enjoy the intimacy and interaction with instructors that these small groups provide.

When the demand for certain courses exceed the capacity of our office facilities, we attempt to offer multiple presentations.  But in some cases may move them offsite to a nearby hotel or other available meeting place where they will be taught in a lecture and Q&A format.

If you can not find the course that you are interested in below or if you can not attend at the scheduled time.  Please send us an email stating your interest.  We will schedule additional sessions of our courses when enough people request their presentation.

Upon request, we will also customize course material to be taught as workshops at your company's workplace to teach your employees about their employee benefits and the most effective way to fit these benefits into their personal financial plans.

2001 Courses

September
All September courses have been closed

September 22nd.....11:05am-Noon
Offshore Planning for Business Owners:  Truth of Dare
Instructor, Cheryl A. Lane, faculty.
Presented for the California Assoc of Business Brokers annual conference
Location:  The Crowne Plaza Hotel, Pleasanton

September 22nd.....2:55pm-5:20pm
Structuring Business Ownership for Tax Savings
Instructor, Cheryl A. Lane, faculty.
Presented for the California Assoc of Business Brokers annual conference
Location:  The Crowne Plaza Hotel, Pleasanton

October
click here for seat reservation
All October courses have been closed

October 9.....8:30am-10am
Offshore Planning for Business Owners:  Truth of Dare
Instructor, Cheryl A. Lane, faculty.
Presented for Business Team
Location:  San Jose offices

October 9th.....6:00pm-7:30pm
Instructor, Cheryl Lane, faculty
An Update on Changes in the Capital Markets -
Guest speaker, Allison Bryant, Vice President, Fidelity Investments

October 10th.....7:30am-9:00am, and 6:00pm-7:30pm
Managed Future Funds
Instructor, Cheryl A. Lane, faculty
Guest speaker, Edwin Hollday, Vice President, Campbell Funds

October 17th.....7:30am-9:00am, and 6:00pm-7:30pm
A Capital Gains Avoidance Trust: Creating income thru Charitable Giving
Instructor, Cheryl A. Lane, faculty
Guest speaker, Gary Ogburn, Director of Planned Giving for the American Red Cross

October 24.....8:30am-10:am
Offshore Planning for Business Owners:  Truth of Dare
Instructor, Cheryl A. Lane, faculty.
Presented for Business Team
Location:  Pleasanton Hill offices

October 31st......7:30am-9:00am, and 6:00pm-7:30pm
Prepaid College Tuition Plans:  A Tax-Free Education Savings Plan.
Instructor, Cheryl A. Lane, faculty
Guest speaker, Eric Levinson, Vice President Alliance Capital

November
click here for seat reservation
All November courses have been closed

November 7th.....7:30am-9:00am, and 6:00pm-7:30pm
Employee Stock Options:  Tax Efficient Exercising
Instructor, Cheryl A. Lane, faculty
Guest speaker, Martha Schuman, Vice President MFS Funds

November 14th.....7:30am-9:00am, and 6:00pm-7:30pm
Self-directed Pension Plans and IRAs:  The neglected tax shelters.
Instructor, Cheryl A. Lane, faculty
Guest speaker, Tom W. Anderson, President and CEO, Pensco Trust Company

December
Holiday Schedule no courses will be offered

2002 Courses

FREE SEMINAR - 10 MISTAKES THAT SENIORS MAKE WITH THEIR FINANCES
Held weekly in Neighborhood locations throughout San Francisco
Sessions will be held on Tuesdays, Wednesdays or Thursdays
9am, Noon, or 6pm
Door Prizes, Entertainment and a Chance to win $1000
Instructors will be faculty members: 
Cheryl Lane, Noel Aflague & Tom Tison

PROGRAM SCHEDULE

AUGUST 14^TH
2 Sessions: Noon or 6pm
SPANISH CULTURAL CTR
2850 ALEMANY BLVD, SF

AUGUST 21^ST
2 Sessions: 9am or Noon
FORT MASON FIREHOUSE
FORT MASON CENTER, SF

AUGUST 29^TH
Noon
PRESIDIO GOLF CLUBHOUSE
8 PRESIDIO TERRACE, SF

SEPTEMBER 5^TH
Noon - Conference Room
World Affairs Council
312 Sutter Street, SF

SEPTEMBER 11^TH
Noon
ST. FRANCIS ROOM
IRISH CULTURAL CENTER
2700 45^TH AVENUE, SF

SEPTEMBER 17^TH
9am, Noon or 6pm
USF – BUSINESS SCHOOL
McCLAREN COMPLEX – ROOM 252
2130 FULTON STREET, SF

SEPTEMBER 25^TH
Noon
LINCOLN PARK GOLF CLUB
34^TH AVE & CLEMENT ST, SF

OCTOBER 16^TH
2 Sessions: Noon or 6pm
SPANISH CULTURAL CTR
2850 ALEMANY BLVD, SF

Parking and Driving Directions
The offices of The Lane Group are located at 781 Beach Street,  between Hyde and Larkin in the Ghirardelli Square area of San Francisco.  4 hours of free parking can be found at the foot of Beach Street, the foot of Jefferson Street, on the Municipal Pier and Fort Mason.  Paid parking is available in the Ghirardelli Square garage.

One-hour Metered parking is usually available in front of our building between 7am and 7pm.  San Francisco's meter maids patrol this area frequently and give out tickets without mercy.  There is a $25 fine for expired parking meters in this area.

Return to Top

[ Home ] [ Up ] [ Course Descriptions ] [ Faculty ] [ Continuing Education ] [ Schedule ] [ Reservation ]