Events

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12:00 AM - Far West Roundup
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Far West Roundup
07 Aug
08/07/2025 - 08/10/2025    
All Day
Location: UC Santa Cruz DETAILS/REGISTER
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Happy Hour (before the Giants game)
12 Aug
08/12/2025    
5:45 pm - 6:45 pm
Lucky Strike
The programs committee will be hosting a happy hour with food and drinks at 5:45 pm at Lucky Strike! Are you interested in volunteering to [...]
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SF Giants Vs the San Diego Padres
12 Aug
08/12/2025    
6:45 pm - 8:45 pm
Join us for a night to remember! Tickets are $32 each and the deadline to purchase is August 1st! We look forward to bringing the [...]
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New Frontiers in Equity Compensation
20 Aug
08/20/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Russell Kroeger, CFP®, Founder/CEO, Trayecto / Meredith Johnson, CPA, CFP®, Partner, Tax, Private Client Services Leader, BPM Strategic Partner: Scholarshare, James Palen DETAILS/REGISTER PLEASE [...]
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2026 Programs Committee Planning Meeting
05 Sep
09/05/2025    
12:00 pm - 2:00 pm
Newmark Conference Room
Join the Programs Committee as they plan out the programming for 2026! Have a great speaker that you think the membership should hear? Interested in [...]
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Events on 08/07/2025
07 Aug
Far West Roundup
7 Aug 25
Events on 08/12/2025
12 Aug
Happy Hour (before the Giants game)
12 Aug 25
San Francisco
12 Aug
SF Giants Vs the San Diego Padres
12 Aug 25
Events on 08/20/2025
20 Aug
New Frontiers in Equity Compensation
20 Aug 25
San Francisco
Events on 09/05/2025
05 Sep
2026 Programs Committee Planning Meeting
5 Sep 25
San Francisco

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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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