Events

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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
27 Apr
04/27/2021    
1:00 pm - 2:00 pm
Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group & Phil Walker, VP, Finances of America Reverse Download flier [...]
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VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing
11 May
05/11/2021    
3:00 pm - 4:30 pm
Panelists: Rachel Freeman (they/them), AIFA®, Director of Investor Relations, Adasina Social Capital, Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC, Rawson Gulick, CFP®, CAIA, Wealth Advisor, Willow Creek Wealth [...]
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STRATEGIC PARTNER WEBINAR - Understanding How Different Types of Annuities Work
18 May
05/18/2021    
11:00 am - 12:00 pm
Speaker: Wade Pfau, Ph.D., CFA, RICP Download Flier Details/Register 
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STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
01 Jun
06/01/2021    
1:00 pm - 2:00 pm
Strategic Partner - Cantor Fitzgerald, John Bacigalupi Download flier Details/Register Approved for 1.0 hour of CFP and CPE credit
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Events on 04/27/2021
27 Apr
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
27 Apr 21
Events on 05/11/2021
11 May
VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing
11 May 21
Events on 05/18/2021
18 May
STRATEGIC PARTNER WEBINAR - Understanding How Different Types of Annuities Work
18 May 21
Events on 06/01/2021
01 Jun
STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
1 Jun 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
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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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