Events

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Serving Aging Clients and Their Families
09 Oct
10/09/2018    
8:30 am - 1:30 pm
The City Club
Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc. Adriana Alex, MAG, CAC, Sage Eldercare Elizabeth Krivatsy, Esq., Law Offices of Elizabeth Krivatsy, APC [...]
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9th Annual San Francisco Financial Planning Day
27 Oct
10/27/2018    
9:00 am - 3:00 pm
San Francisco Public Library Main Branch
For additional information, visit the website To register, click here
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CalCPA - Technology Committee: Blockchain & The Future of Accounting
30 Oct
10/30/2018    
5:00 pm - 7:30 pm
USF School of Law
Details/Register    
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Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
01 Nov
11/01/2018    
6:00 pm - 7:30 pm
Golden Gate University
Speaker(s): Amy Grossman, J.D., Vice President, Complex Assets Group, Fidelity Charitable Details/Register
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3rd Annual Marin Financial Planning Day
03 Nov
11/03/2018    
10:00 am - 3:00 pm
Marin Center Exhibit Hall
For more information and to register, click here
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Events on 10/09/2018
09 Oct
Serving Aging Clients and Their Families
9 Oct 18
San Francisco
Events on 10/27/2018
27 Oct
9th Annual San Francisco Financial Planning Day
27 Oct 18
San Francisco
Events on 10/30/2018
30 Oct
CalCPA - Technology Committee: Blockchain & The Future of Accounting
30 Oct 18
San Francisco
Events on 11/01/2018
01 Nov
Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
1 Nov 18
San Francisco
Events on 11/03/2018
03 Nov
3rd Annual Marin Financial Planning Day
3 Nov 18
San Rafael

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Jul 2026

09 Jul

SF Giants vs Colorado Rockies Game

07/09/2026    
6:45 pm - 9:00 pm
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 [...]
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30 Jul

FPA Far West Roundup

07/30/2026 - 08/02/2026    
All Day
UC Santa Cruz
DETAILS/REGISTER
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Aug 2026

12 Aug

Estate Planning

08/12/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Strategic Partner: Invesco, Alec Morrison Details to follow soon
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Sep 2026

15 Sep

Cybersecurity

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Tate Gordinier, CA Department of Financial Protection & Innovation
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Oct 2026

24 Oct

San Francisco Financial Planning Day 2026

10/24/2026    
9:30 am - 5:00 pm
San Francisco Public Library Main Branch
MORE DETAILS HERE
More Info

Nov 2026

10 Nov

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

11/10/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Amy Mullen, CEO, Money Quotient Strategic Partner: Stonecrest, Christina Gray RESERVE YOUR SPOT NOW (more details coming soon)
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Dec 2026

08 Dec

Retirement Income Planning

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Justin Fitzpatrick, PhD, CFA, CFP®, Income Lab Strategic Partner: Arthur J. Gallagher Risk Management Services, LLC, Ramona Johanneson
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