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Insurance Lessons Learned From 2017 North Bay Wildfires
17 Apr
04/17/2018    
8:00 am - 10:00 am
Golden Gate University
Speaker(s): Brian Trouette, Insurance Specialist for High Net Worth Clients,Trouette Insurance Agency, LLC; Amy Bach, Attorney and Executive Director, United Policy Holders GOLDEN GATE UNIVERSITY [...]
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FWSF - The Art of Allyship: How Leaders Create Inclusive Cultures by Calling Others In
17 Apr
04/17/2018    
5:00 pm - 7:00 pm
Wells Fargo Learning Center
Speaker(s): Pamela Hopkins, PhD Details/Register
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Thirsty Thursday Social Networking Mixer
19 Apr
04/19/2018    
5:00 pm - 7:00 pm
Barbarossa Lounge
No RSVP Required
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CP Cal Conference XIII
27 Apr
04/27/2018 - 04/29/2018    
All Day
San Mateo – Marriott Hotel
Details/Register Download Brochure
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2nd Annual LGBTQ Financial Planning Day
05 May
05/05/2018    
10:00 am - 3:00 pm
SF LGBT Center
FREE but registration is required: lgbtqfinance.eventbrite.com For more information, visit horizonsfoundation.org
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Events on 04/17/2018
17 Apr
Insurance Lessons Learned From 2017 North Bay Wildfires
17 Apr 18
San Francisco
17 Apr
FWSF - The Art of Allyship: How Leaders Create Inclusive Cultures by Calling Others In
17 Apr 18
San Francisco
Events on 04/19/2018
19 Apr
Thirsty Thursday Social Networking Mixer
19 Apr 18
San Francisco
Events on 04/27/2018
27 Apr
CP Cal Conference XIII
27 Apr 18
San Mateo
Events on 05/05/2018
05 May
2nd Annual LGBTQ Financial Planning Day
5 May 18
San Francisco

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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
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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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