Past Events

Where: Bunny Meadow, Golden Gate Park (Conservatory Dr W, San Francisco, CA 94118) What to expect: Snacks, cold drinks, great company, and an epic kickball [...]

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 [...]

Speakers: Nicole Ramos Takemoto, Partner, Trusts and Estates, Certified Specialist in Estate Planning, Trust & Probate Law, Candelaria LLP / Alan D. Khalfin, Partner, Vaksman [...]

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Location: Morgan Stanley Wealth Management, 411 Borel Ave, Ste 220 (2nd Floor), San Mateo, CA 94402 DETAILS/REGISTER

Our group will be in the Press Club which is a semi-private area with access to the club level and field club lounge. Tickets are $40 [...]

Panel - Nicole Tanenbaum, Partner & CIO, Chequers Financial Management; Stacey Chin, MA, CFP®, ChFC® CIO and Private Wealth Advisor, Treehouse Wealth Advisors; Ken Frier, [...]

Please RSVP by Wednesday, May 6th. Registration is free, but space is limited. We look forward to seeing you there! DETAILS/REGISTER

DETAILS/REGISTER (Members Only)  

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Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli DETAILS/REGISTER

Location: Spark Social SF Strategic Partners: Mutual of Omaha Mortgage, Homa Rassouli (FPASF) & Federated Hermes, Justin Levy (WIFS) DETAILS/REGISTER  

Location: California State Capitol DETAILS/REGISTER

Speaker: Lawrence K.Y. Pon CPA/PFS, CFP®, EA, USTCP, AEP Strategic Partner: The Carlyle Group, Matt Hilburn DETAILS/REGISTER

Speakers: James Anania, Investment Strategist for the Investment Thought Leadership Team at Invesco / Michael Underhill, Co-Founder of Capital Innovations, (Sub-Adviser for Cantor Fitzgerald) Strategic [...]