Events

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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 
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Strategic Partner Webinar - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
09 Mar
03/09/2021    
1:00 pm - 2:00 pm
Strategic Partner: The Reverse Mortgage Group  Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group Details/Register 2.0 CFP CE Hours [...]
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VIRTUAL CHAPTER MEETING - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
09 Mar
03/09/2021    
3:00 pm - 4:30 pm
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and [...]
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Events on 03/02/2021
02 Mar
Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE
2 Mar 21
Events on 03/09/2021
09 Mar
Strategic Partner Webinar - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
9 Mar 21
09 Mar
VIRTUAL CHAPTER MEETING - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
9 Mar 21

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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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