Events

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Strategic Partner Webinar - Investing in a Coming Age: The Future Digital Generation in Emerging Markets
08 Feb
02/08/2021    
11:00 am - 12:00 pm
Strategic Partner - EMQQ  Details/Register 1.0 Hour CFP CE Credit
More Info
Rise of the New Business Paradigm Under the Pandemic - VIRTUAL CHAPTER MEETING
09 Feb
02/09/2021    
3:00 pm - 4:30 pm
Panel: Greg Friedman, Co-Founder and CEO, Private Ocean Eric Swensen, Principal, Vista Wealth Management Tom Tracy, Chief Client Officer and a Member of the Executive [...]
More Info
Marin County EPC Virtual Networking Event
10 Feb
02/10/2021    
4:00 pm - 5:00 pm
Details/Register
More Info
Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE
02 Mar
03/02/2021    
4:00 pm - 5:00 pm
Strategic Partner: Cantor Fitzgerald Details/Register 
More Info
Events on 02/08/2021
08 Feb
Strategic Partner Webinar - Investing in a Coming Age: The Future Digital Generation in Emerging Markets
8 Feb 21
Events on 02/09/2021
09 Feb
Rise of the New Business Paradigm Under the Pandemic - VIRTUAL CHAPTER MEETING
9 Feb 21
Events on 02/10/2021
10 Feb
Marin County EPC Virtual Networking Event
10 Feb 21
Events on 03/02/2021
02 Mar
Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE
2 Mar 21

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Sep 2026

15 Sep

How to Protect Clients from Cyber Fraud

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speakers: Tate Gordinier, CA Department of Financial Protection & Innovation, Brett O’Sullivan, Manager, California Department of Financial Protection and Innovation’s Sacramento Office DETAILS/REGISTER
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15 Sep

Member Appreciation Event: North Beach/Little Italy Night Group Tour

09/15/2026    
5:00 pm - 8:00 pm
DETAILS/REGISTER
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Oct 2026

15 Oct

FPA Silicon Valley - Tech & Tomorrow Symposium

10/15/2026    
1:00 pm - 5:00 pm
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER
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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

Community Connection: A Conversation about the Profession

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panel: Tanya Steinhofer, CFA, CFP®, Redwood Grove Wealth Management / Gregg Clarke, CFP®, Meritas Wealth Management, LLC / Dr. Dave Yeske, CFP®, YeskeBuie Strategic Partner: Arthur J. Gallagher [...]
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