Events

Date/Time	Event
07/18/2024 5:00 pm - 7:00 pm	Member Appreciation Social Mixer Dawn Club, San Francisco CA DETAILS/REGISTER
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
08/08/2024 - 08/11/2024 All Day	35th Annual Conference - FPA Far West Roundup UC Santa Cruz, Santa Cruz CA Details/Register
08/13/2024 3:00 pm - 4:30 pm	State of the California Property Insurance Market San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. DETAILS/REGISTER
09/04/2024 6:45 pm - 8:30 pm	Join Us for Some Member Fun at a Giants Game! DETAILS/REGISTER
09/10/2024 3:00 pm - 4:30 pm	Advising Wealth Tech San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scholarshare529, James Palen DETAILS/REGISTER
10/08/2024 3:00 pm - 4:30 pm	TBA San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA
10/19/2024 9:30 am - 5:00 pm	SF Financial Planning Day We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here – https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions!
10/19/2024 9:30 am - 5:00 pm	SF Financial Planning Day We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here – https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions!
11/12/2024 3:00 pm - 4:30 pm	TBA San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA
12/10/2024 3:00 pm - 4:30 pm	TBA San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA
12/10/2024 4:30 pm - 6:00 pm	Holiday Reception Mixer San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA

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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

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