08
Mar
12
Feb
Tax Planning for Small Business Owners: Doing a Deep Dive into Section 199A
Speaker(s): Susan Jordan, CPA, CFP®, Partner, Mowat Mackie & Anderson Details/Register
08
Jan
Global Market Outlook with T. Rowe Price's Asset Allocation Group, the Team Responsible for Managing Approximately 300B of the Firm's Multi-Asset Strategies
Speaker(s): Darrell Riley, Vice President of T. Rowe Price Group, Inc., Member of the Asset Allocation Group THE CITY CLUB registration WEBINAR registration
11
Dec
11
Dec
Integrating Millennials and Career Changers Into Your Practice
Panelists: Daniel Lee, CFA, CFP®, Portfolio Manager, B|O|S, LLC; Bryan Hasling, CFP®, EA, Senior Financial Planner, JW Harrison; Lauren Stansell, CFP®, Yeske Buie; Sabrina Lowell, [...]
14
Nov
13
Nov
FWSF - Disruptive Technologies in the Financial Services Industry
PANEL: JESS CHENG, Counsel, International Monetary Fund (formerly Deputy General Counsel, Ripple) ALAINA GIMBERT, Senior Vice President and Associate General Counsel, The Clearing House MARINA [...]
13
Nov
Sophisticated Qualified Retirement Plan Design
Speaker(s): Cristina Collazo, US Department of Labor, Employee Benefits Security Administration; Eric J. Sharp, QPFC, CRPS, AIF, VP Marketing, PenSys, Inc. (A Division of Ascensus); [...]
03
Nov
01
Nov
Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
Speaker(s): Amy Grossman, J.D., Vice President, Complex Assets Group, Fidelity Charitable Details/Register
30
Oct
27
Oct
9th Annual San Francisco Financial Planning Day
For additional information, visit the website To register, click here
09
Oct
Serving Aging Clients and Their Families
Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc. Adriana Alex, MAG, CAC, Sage Eldercare Elizabeth Krivatsy, Esq., Law Offices of Elizabeth Krivatsy, APC [...]
11
Sep
11
Sep
Succession Planning
Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co. Details/Register
