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1
SF Giants vs Colorado Rockies Game
09 Jul
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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FPA Silicon Valley - Firm Office Visit
28 Jul
07/28/2026    
2:00 pm - 4:00 pm
Location: Morgan Stanley Wealth Management, 411 Borel Ave, Ste 220 (2nd Floor), San Mateo, CA 94402 DETAILS/REGISTER
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FPA Far West Roundup
30 Jul
07/30/2026 - 08/02/2026    
All Day
UC Santa Cruz
DETAILS/REGISTER
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Events on 07/09/2026
09 Jul
SF Giants vs Colorado Rockies Game
9 Jul 26
Events on 07/28/2026
28 Jul
FPA Silicon Valley - Firm Office Visit
28 Jul 26
Events on 07/30/2026
30 Jul
FPA Far West Roundup
30 Jul 26
Santa Cruz

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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, CFP®, President, Money Quotient Strategic Partner: Stonecrest, Christina Gray DETAILS/REGISTER
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10 Nov

Member Appreciation Event: North Beach/Little Italy Night Group Tour

11/10/2026    
5:00 pm - 8:00 pm
RESCHEDULED from September 15th to NOVEMBER 10th  DETAILS/REGISTER
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Dec 2026

08 Dec

Community Connection: A Conversation about the Profession

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panel: Tanya Steinhofer, CFA, CFP®, Redwood Grove Wealth Management / Gregg Clarke, CFP®, Meritas Wealth Management, LLC / Dr. Dave Yeske, CFP®, YeskeBuie Strategic Partner: Arthur J. Gallagher [...]
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