Regional

Please click on the links below to access the current events for the FPA regional chapters.

FPA East Bay
FPA Silicon Valley
FPA Northern California

FPA Regional Events

Jul 2024

Date/Time

Event

07/25/2024
12:30 am - 5:00 pm

FPA of Northern California - Summer Symposium - Succession Planning

Title: 2024 Summer Symposium – SESSION 1: Topic: Boost the Value of Your Practice /
SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / SESSION 3: Deal Structures That Work
Speakers: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank / Moderator: Landon Tymochko, MBA, CFP®, CPWA®, AIF / Panelists: Dr. Chase Armer, CFP®, CFA®, EA, President, Planned Solutions (additional panelists to be announced soon)
Location: Franklin Templeton Investments, 3344 Quality Drive, Rancho Cordova, CA
Details/Register

Aug 2024

Date/Time	Event
08/08/2024 - 08/11/2024 All Day	35th Annual Conference - FPA Far West Roundup UC Santa Cruz, Santa Cruz CA Details/Register

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; FPA of San Francisco @FPAofSF ·

7 May 1787914043442802702

Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!

FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco

05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...

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; FPA of San Francisco @FPAofSF ·

6 Mar 1765468986316087400

Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!

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; FPA of San Francisco @FPAofSF ·

7 Feb 1755289440572801271

LOVE is in the air...love for FINANCIAL PLANNING that is!❤️Join us the day before Valentine's Day for our next Chapter Meeting and come hear Christopher Karachale discuss the items advisors and clients should be focusing on before the TCJA sunsets in 2025. https://buff.ly/48cUTm6

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; FPA of San Francisco @FPAofSF ·

2 Oct 1708883800040657457

CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam

San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.

Digital and Email Marketing Platform | Constant Contact

With Constant Contact, you can create effective email marketing and other online marketing campaigns to meet your bu...

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