16
Apr
Partner Webinar - Help Your Clients Mitigate Sequence Risk During a Stormy Economy
Strategic Partner - Reverse Mortgage Funding, LLC Details/Register
14
Apr
Webinar - FPA Happy Hour: Navigating through World Events as Financial Advisors
Panelists: Diane Bourdo, CFP® President of the Humphrey's Group Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie Kacy Gott, CFP®, Meritas Wealth Management Details/Register
26
Mar
Junior Achievement Stock Market Challenge
Time: 9:00 am - 12:30 pm (Student Competition) / 5:00 pm - 8:00 pm (Corporate Competition) Location: Doughtery Station Community Center, 17011 Bollinger Canyon, San [...]
10
Mar
CANCELLED - Cryptocurrency/Blockchain and Cannabis Investments
Due to the recent recommendations from the SF health department regarding the coronavirus, it has been decided to CANCEL this meeting. If possible, the programs [...]
13
Feb
Vision 2020 – FPA of Silicon Valley Symposium
The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton [...]
11
Feb
The U.S. Economy: Recent Economic Developments and the Outlook
Speaker(s): Liz Laderman, Senior Outreach Economist, San Francisco Federal Reserve Bank Details/Register
14
Jan
Global Market Outlook
Speaker(s): Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc. Details/Register
10
Dec
10
Dec
Psychology of Money: How Conflicting Emotions Can Result in Clients Sabotaging Their Own Financial Well-Being and What to do About it
Speaker(s): Joan DiFuria, MFCC, Co-Founder, Money, Meaning & Choice Institute, Marlis Jansen, FBS, Founder, The Money Conversation, Renee Spencer, MFT, Private Practice Moderator: Joseph Kuo, Founder, [...]
10
Dec
Golden Gate University - Innovation in Practice Series - C's the Day!
This includes two days of interactive seminars, workshops, and some hands-on fun focusing on core elements of Collaboration, Communication, Courage, Challenge, Connection, and Creativity! For [...]
21
Nov
Sponsored Webinar - Using Option Strategies for Financial Planning Solutions
Speaker(s): Jim Murphy, CFP®, Director of Investments, Sheaff Brock Investment Advisors and Innovative Portfolios Details/Register
12
Nov
The Tax Tightrope: How to Save Your Clients Money, Respect Their Tax Professionals, and Make Everybody Happy (Panel)
Panel: Heather C. Liston, CFP®, EA, Program Director, UC Berkeley (Moderator), Sandi Bragar, CFP®, Partner, Aspiriant, Daniel Lee, CFP® , CFA, Wealth Manager, Plancorp, Lauren [...]
05
Nov
02
Nov
