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Securities Fraud
13 May
05/13/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s):  James Park, J.D., Professor, UCLA School of Law PLEASE NOTE:  This meeting is on a TUESDAY. We will be meeting DOWNSTAIRS in the BALLROOM at [...]
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53rd Annual FPA NorCal Conference
27 May
05/27/2025 - 05/28/2025    
All Day
The Palace Hotel
The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. [...]
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FPA NexGen NorCal Reception
28 May
05/28/2025    
5:30 pm - 7:00 pm
The Palace Hotel
The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025.   You are [...]
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Events on 05/13/2025
13 May
Securities Fraud
13 May 25
San Francisco
Events on 05/27/2025
27 May
53rd Annual FPA NorCal Conference
27 May 25
San Francisco
Events on 05/28/2025
28 May
FPA NexGen NorCal Reception
28 May 25
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
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 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
More Info

 

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