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NexGen Holiday Reception
07 Dec
12/07/2017    
6:00 pm - 8:00 pm
Aspiriant
Details/Register
More Info
To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!
12 Dec
12/12/2017    
4:00 pm - 5:30 pm
The City Club
Topic(s): To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making! Speaker(s): Dr. Dave Yeske, CFP®, Managing [...]
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Holiday Reception (Immediately following the chapter meeting)
12 Dec
12/12/2017    
5:30 pm - 7:30 pm
The City Club
No RSVP Required Details/Register
More Info
Events on 12/07/2017
07 Dec
NexGen Holiday Reception
7 Dec 17
San Francisco
Events on 12/12/2017
12 Dec
To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!
12 Dec 17
San Francisco
12 Dec
Holiday Reception (Immediately following the chapter meeting)
12 Dec 17
San Francisco

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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
More Info

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
More Info

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
More Info

 

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