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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
More Info
The New Science of Engaging & Guiding Clients
08 May
05/08/2018    
11:30 am - 1:30 pm
The City Club
Speaker(s): Shachar Kariv, Chief Scientist of TrueProfile.com & Capital Preferences, Benjamin N. Ward Professor of Economics, University of California Berkeley THE CITY CLUB registration WEBINAR [...]
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FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society
17 May
05/17/2018    
5:30 pm - 8:00 pm
Cigar Bar and Grill
Register Here - FPASF Members - Please select the "Member" rate when registering
More Info
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
22 May
05/22/2018    
11:30 am - 1:00 pm
Larkspur Landing
Speaker(s): Megan Yip Details/Register
More Info
FPA NorCal Conference
29 May
05/29/2018 - 05/30/2018    
9:00 am - 6:00 pm
The Palace Hotel
SOLD OUT!
More Info
2018 NorCal FPA NexGen Reception
30 May
05/30/2018    
5:45 pm - 8:00 pm
The Palace Hotel
Details/Register
More Info
Events on 05/05/2018
05 May
2nd Annual LGBTQ Financial Planning Day
5 May 18
San Francisco
Events on 05/08/2018
08 May
The New Science of Engaging & Guiding Clients
8 May 18
San Francisco
Events on 05/17/2018
17 May
FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society
17 May 18
San Francisco
Events on 05/22/2018
22 May
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
22 May 18
Larkspur
Events on 05/29/2018
29 May
FPA NorCal Conference
29 May 18
San Francisco
Events on 05/30/2018
30 May
2018 NorCal FPA NexGen Reception
30 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 [...]
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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