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IN PERSON CHAPTER MEETING - Expanding Humanity in the Wealth Management Workspace
10 May
05/10/2022    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Toussaint Bailey, Founder & CEO of Uplifting Capital Details/Register
More Info
CANCELLED - IN PERSON - Member Appreciation Networking Event
10 May
05/10/2022    
4:30 pm - 6:30 pm
San Francisco Italian Athletic Club
More Info
STRATEGIC PARTNER WEBINAR - Fitting Home Equity into a Retirement Income Strategy
18 May
05/18/2022    
11:00 am - 12:00 pm
Speaker(s): Wade Pfau, Ph.D., CFA Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Download flier Details/Register
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VIRTUAL MEETING - ETHICS
25 May
05/25/2022    
2:00 pm - 4:00 pm
Speaker(s): Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register (The registration fee has been discounted)
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FPA NexGen NorCal Reception
01 Jun
06/01/2022    
6:00 pm - 8:00 pm
Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor Details/Register
More Info
Events on 05/10/2022
10 May
IN PERSON CHAPTER MEETING - Expanding Humanity in the Wealth Management Workspace
10 May 22
San Francisco
10 May
CANCELLED - IN PERSON - Member Appreciation Networking Event
10 May 22
San Francisco
Events on 05/18/2022
18 May
STRATEGIC PARTNER WEBINAR - Fitting Home Equity into a Retirement Income Strategy
18 May 22
Events on 05/25/2022
25 May
VIRTUAL MEETING - ETHICS
25 May 22
Events on 06/01/2022
01 Jun
FPA NexGen NorCal Reception
1 Jun 22

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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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