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2025 FPA Regional ETHICS Webinar
18 Jun
06/18/2025    
11:30 am - 1:30 pm
Presenter: Curt Weil, CFP® CE credits: 2.0 hours *A confirmation email with the Zoom information will be sent to all registrants one day before the [...]
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Happy Hour (before the golf event)
26 Jun
06/26/2025    
4:45 pm - 5:45 pm
The programs committee will be hosting a happy hour with food and drinks at 4:45 pm at Harding Park! Are you interested in volunteering to [...]
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Learn How to Golf with a PGA Coach (MEMBERS ONLY)
26 Jun
06/26/2025    
5:45 pm - 7:45 pm
This exclusive event is limited to the first 28 members so please REGISTER ASAP! Flier: Download here Registration closes: Tuesday, June 24, 2025 Location: Harding [...]
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Events on 06/18/2025
18 Jun
2025 FPA Regional ETHICS Webinar
18 Jun 25
Events on 06/26/2025
26 Jun
Happy Hour (before the golf event)
26 Jun 25
26 Jun
Learn How to Golf with a PGA Coach (MEMBERS ONLY)
26 Jun 25

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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
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 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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