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11 Sep
09/11/2018    
4:00 pm - 5:45 pm
Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co. Details/Register    
11 Sep
09/11/2018    
6:00 pm - 8:00 pm
Immediately following the chapter meeting No RSVP required  
Events on 09/11/2018
11 Sep
11 Sep 18
San Francisco
11 Sep
11 Sep 18
San Francisco

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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 [...]
30 Jul

FPA Far West Roundup

07/30/2026 - 08/02/2026    
All Day
DETAILS/REGISTER

Aug 2026

12 Aug

Estate Planning

Strategic Partner: Invesco, Alec Morrison Details to follow soon

Sep 2026

15 Sep

Cybersecurity

Speaker: Tate Gordinier, CA Department of Financial Protection & Innovation

Oct 2026

Nov 2026

10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

Speaker: Amy Mullen, CEO, Money Quotient Strategic Partner: Stonecrest, Christina Gray RESERVE YOUR SPOT NOW (more details coming soon)

Dec 2026

08 Dec

Retirement Income Planning

Speaker: Justin Fitzpatrick, PhD, CFA, CFP®, Income Lab Strategic Partner: Arthur J. Gallagher Risk Management Services, LLC, Ramona Johanneson

 

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