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28 Jul
07/28/2026    
2:00 pm - 4:00 pm
Location: Morgan Stanley Wealth Management, 411 Borel Ave, Ste 220 (2nd Floor), San Mateo, CA 94402 DETAILS/REGISTER
30 Jul
07/30/2026 - 08/02/2026    
All Day
DETAILS/REGISTER
12 Aug
08/12/2026    
3:00 pm - 4:30 pm
Speakers: Nicole Ramos Takemoto, Partner, Trusts and Estates, Certified Specialist in Estate Planning, Trust & Probate Law, Candelaria LLP / Alan D. Khalfin, Partner, Vaksman [...]
20 Aug
08/20/2026    
6:30 pm - 8:30 pm
The Game Plan · When: Thursday, August 20th at 6:30 PM (Game kicks off sharply at 6:45 PM!) · Where: Bunny Meadow, Golden Gate Park [...]
Events on 07/28/2026
Events on 07/30/2026
30 Jul
30 Jul 26
Santa Cruz
Events on 08/20/2026
20 Aug

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Sep 2026

15 Sep

How to Protect Clients from Cyber Fraud

Speakers: Tate Gordinier, CA Department of Financial Protection & Innovation, Brett O’Sullivan, Manager, California Department of Financial Protection and Innovation’s Sacramento Office DETAILS/REGISTER

Oct 2026

15 Oct

FPA Silicon Valley - Tech & Tomorrow Symposium

10/15/2026    
1:00 pm - 5:00 pm
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER

Nov 2026

10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

Speaker: Amy Mullen, CEO, Money Quotient Strategic Partner: Stonecrest, Christina Gray RESERVE YOUR SPOT NOW (more details coming soon)

Dec 2026

08 Dec

Community Connection: A Conversation about the Profession

Panel: Tanya Steinhofer, CFA, CFP®, Redwood Grove Wealth Management / Gregg Clarke, CFP®, Meritas Wealth Management, LLC / Dr. Dave Yeske, CFP®, YeskeBuie Strategic Partner: Arthur J. Gallagher [...]

 

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