Events

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12:00 PM - Ethics Course
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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
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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
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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
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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
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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

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Sep 2026

15 Sep

How to Protect Clients from Cyber Fraud

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speakers: Tate Gordinier, CA Department of Financial Protection & Innovation, Brett O’Sullivan, Manager, California Department of Financial Protection and Innovation’s Sacramento Office DETAILS/REGISTER
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15 Sep

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

09/15/2026    
5:00 pm - 8:00 pm
DETAILS/REGISTER
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Oct 2026

15 Oct

FPA Silicon Valley - Tech & Tomorrow Symposium

10/15/2026    
1:00 pm - 5:00 pm
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER
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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 Strategic Partner: Stonecrest, Christina Gray RESERVE YOUR SPOT NOW (more details coming soon)
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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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