Events

Today
Sun
Mon
Tue
Wed
Thu
Fri
Sat
S
M
T
W
T
F
S
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
12:00 PM - Ethics Course
26
27
28
29
30
31
1
2
3
4
5
Webinar - Re-Open Does Not Mean Recovery
11 Aug
08/11/2020    
3:00 pm - 4:30 pm
Speaker(s): Don Rissmiller, Founding Partner, Strategas Securities, LLC Details/Register
More Info
Strategic Partner Webinar - COVID-19's Impact on Social Security Claiming Decisions
19 Aug
08/19/2020    
11:00 am - 12:00 pm
Speaker(s): Mary Beth Franklin, CFP® Strategic Partner: Mutual of Omaha Mortgage Details/Register Download flier here
More Info
Ethics Course
25 Aug
08/25/2020    
12:00 pm - 2:30 pm
Speaker(s): Marguerita (Rita) Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register
More Info
Strategic Partner Webinar - The Sustainable Investing Opportunity: How to Integrate It Into Your Business
02 Sep
09/02/2020    
1:00 pm - 2:00 pm
Speaker(s): Samuel Adams, CEO and Co-Founder, Vert Asset Management Details/Register
More Info
Events on 08/11/2020
11 Aug
Webinar - Re-Open Does Not Mean Recovery
11 Aug 20
Events on 08/19/2020
19 Aug
Strategic Partner Webinar - COVID-19's Impact on Social Security Claiming Decisions
19 Aug 20
Events on 08/25/2020
25 Aug
Ethics Course
25 Aug 20
Events on 09/02/2020
02 Sep
Strategic Partner Webinar - The Sustainable Investing Opportunity: How to Integrate It Into Your Business
2 Sep 20

Subscribe to Calendar

(ICS link)

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

 

Click here for past events