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Join Us for Some Member Fun at a Giants Game!
04 Sep
09/04/2024    
6:45 pm - 8:30 pm
DEADLINE TO REGISTER - 8/15/24 DETAILS/REGISTER
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Advising Tech Wealth
10 Sep
09/10/2024    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scholarshare529, James Palen DETAILS/REGISTER
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FPA NexGen Picnic
15 Sep
09/15/2024    
11:00 am - 2:00 pm
NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We [...]
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Volunteer Networking + Pro Bono Training Event
25 Sep
09/25/2024    
5:30 pm - 7:30 pm
We are excited to be holding the Annual Bay Area Financial Planning Day back in the SF Main Public Library this year! In celebration of [...]
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Events on 09/04/2024
04 Sep
Join Us for Some Member Fun at a Giants Game!
4 Sep 24
Events on 09/10/2024
10 Sep
Advising Tech Wealth
10 Sep 24
San Francisco
Events on 09/15/2024
15 Sep
FPA NexGen Picnic
15 Sep 24
Events on 09/25/2024
25 Sep
Volunteer Networking + Pro Bono Training Event
25 Sep 24

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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 [...]
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30 Jul

FPA Far West Roundup

07/30/2026 - 08/02/2026    
All Day
UC Santa Cruz
DETAILS/REGISTER
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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
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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
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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
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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

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
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