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3:00 PM - Cybersecurity
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Subscribe to Calendar
(ICS link)
Aug 2026
12
Aug
From Revocable Trusts to GRATs: Estate Planning Strategies Every Financial Planner Should Know
Speakers: Nicole Ramos Takemoto, Partner, Trusts and Estates, Certified Specialist in Estate Planning, Trust & Probate Law, Candelaria LLP / Alan D. Khalfin, Partner, Vaksman [...]
20
Aug
NexGen Kickball Game
The Game Plan · When: Thursday, August 20th at 6:30 PM (Game kicks off sharply at 6:45 PM!) · Where: Bunny Meadow, Golden Gate Park [...]
Sep 2026
15
Sep
15
Sep
Oct 2026
15
Oct
FPA Silicon Valley - Tech & Tomorrow Symposium
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER
24
Oct
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
Community Connection: A Conversation about the Profession
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 [...]
