Jul 2026
09
Jul
SF Giants vs Colorado Rockies Game
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 [...]
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 [...]
Sep 2026
15
Sep
Oct 2026
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
Speakers: TBD Strategic Partner: Arthur J. Gallagher Risk Management Services, LLC, Ramona Johanneson
