Local Chapter

Jul 2024

Date/Time	Event
07/18/2024 5:00 pm - 7:00 pm	Member Appreciation Social Mixer Dawn Club, San Francisco CA DETAILS/REGISTER

Aug 2024

Date/Time	Event
08/13/2024 3:00 pm - 4:30 pm	State of the California Property Insurance Market San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. DETAILS/REGISTER

Sep 2024

Date/Time	Event
09/04/2024 6:45 pm - 8:30 pm	Join Us for Some Member Fun at a Giants Game! DETAILS/REGISTER
09/10/2024 3:00 pm - 4:30 pm	Advising Wealth Tech San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scholarshare529, James Palen DETAILS/REGISTER

Oct 2024

Date/Time

Event

10/08/2024
3:00 pm - 4:30 pm

TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

10/19/2024
9:30 am - 5:00 pm

SF Financial Planning Day

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here – https://www.bayareafinancialplanningdays.org/volunteer

Reach out to Sydney Woodward at sydney@yebu.com with questions!

Nov 2024

Date/Time	Event
11/12/2024 3:00 pm - 4:30 pm	TBA San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA

Dec 2024

Date/Time	Event
12/10/2024 3:00 pm - 4:30 pm	TBA San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA
12/10/2024 4:30 pm - 6:00 pm	Holiday Reception Mixer San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA

Click here for past events

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; FPA of San Francisco @FPAofSF ·

7 May 1787914043442802702

Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!

FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco

05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...

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; FPA of San Francisco @FPAofSF ·

6 Mar 1765468986316087400

Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!

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; FPA of San Francisco @FPAofSF ·

7 Feb 1755289440572801271

LOVE is in the air...love for FINANCIAL PLANNING that is!❤️Join us the day before Valentine's Day for our next Chapter Meeting and come hear Christopher Karachale discuss the items advisors and clients should be focusing on before the TCJA sunsets in 2025. https://buff.ly/48cUTm6

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; FPA of San Francisco @FPAofSF ·

2 Oct 1708883800040657457

CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam

San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.

Digital and Email Marketing Platform | Constant Contact

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