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1
IN PERSON CHAPTER MEETING - It’s Time to Update Your Fixed Income Portfolio
13 Sep
09/13/2022    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panelists: Sejal Penkar, Director of Fixed Income Markets, Capital Group Janet Souk, Sr. Vice President and Assistant Portfolio Manager, Clarion Partners Moderated by: Rita Lee, [...]
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NEXGEN - Happy Hour & Practical & Tactical Branding for Financial Professionals
14 Sep
09/14/2022    
5:00 pm - 6:45 pm
Van Ness Muni Stop
Happy Hour: 5 - 5:45 pm Meeting: 5:45 - 6:45 pm Title: Practical & Tactical Branding for Financial Professionals: Simple ways to improve your brand and create [...]
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Events on 09/13/2022
13 Sep
IN PERSON CHAPTER MEETING - It’s Time to Update Your Fixed Income Portfolio
13 Sep 22
San Francisco
Events on 09/14/2022
14 Sep
NEXGEN - Happy Hour & Practical & Tactical Branding for Financial Professionals
14 Sep 22
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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