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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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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
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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

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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