15
Oct
VIRTUAL Meeting - Transnational Fraud Networks: Trends, Tactics and Client Protection
Speaker: Shawn M. Bradstreet, Special Agent in Charge, San Francisco Field Office, United States Secret Service DETAILS/REGISTER (Zoom login information will be emailed to all [...]
15
Oct
FPA Silicon Valley - Tech & Tomorrow Symposium
Location: Wells Fargo Innovation Center, 302 El Camino Real, Menlo Park, CA DETAILS/REGISTER
24
Sep
20
Aug
NexGen Kickball Game
Where: Bunny Meadow, Golden Gate Park (Conservatory Dr W, San Francisco, CA 94118) What to expect: Snacks, cold drinks, great company, and an epic kickball [...]
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 [...]
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 [...]
30
Jul
28
Jul
FPA Silicon Valley - Firm Office Visit
Location: Morgan Stanley Wealth Management, 411 Borel Ave, Ste 220 (2nd Floor), San Mateo, CA 94402 DETAILS/REGISTER
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 [...]
09
Jun
How Advisors Are (and Aren’t) Leveraging Alts
Panel - Nicole Tanenbaum, Partner & CIO, Chequers Financial Management; Stacey Chin, MA, CFP®, ChFC® CIO and Private Wealth Advisor, Treehouse Wealth Advisors; Ken Frier, [...]
27
May
NexGen NorCal Reception
Please RSVP by Wednesday, May 6th. Registration is free, but space is limited. We look forward to seeing you there! DETAILS/REGISTER
20
May
29
Apr
17
Mar
Round Table: How local advisors are running their practices
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli DETAILS/REGISTER
