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FPA - California - Advocacy Day
07 Mar
03/07/2023    
7:00 am - 4:00 pm
Details/Register
More Info
FPA - California - Pro Bono Week
13 Mar
03/13/2023 - 03/18/2023    
All Day
Details/Register (Planner Volunteers)
More Info
IN PERSON MEETING - Navigating the Challenging Landscape of Elder Care
14 Mar
03/14/2023    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead, Sage Eldercare Services / Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law Details/Register
More Info
STRATEGIC PARTNER WEBINAR - New Perspectives on Roth Conversion | Barry Sacks, J.D., Ph.D.
29 Mar
03/29/2023    
11:00 am - 12:00 pm
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register
More Info
Events on 03/07/2023
07 Mar
FPA - California - Advocacy Day
7 Mar 23
Events on 03/13/2023
13 Mar
FPA - California - Pro Bono Week
13 Mar 23
Events on 03/14/2023
14 Mar
IN PERSON MEETING - Navigating the Challenging Landscape of Elder Care
14 Mar 23
San Francisco
Events on 03/29/2023
29 Mar
STRATEGIC PARTNER WEBINAR - New Perspectives on Roth Conversion | Barry Sacks, J.D., Ph.D.
29 Mar 23

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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 [...]
More Info
30 Jul

FPA Far West Roundup

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

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)
More Info

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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