24
Aug
Ethics Course
Speaker(s): Curt Weil, CFP®, Weil Capital Management GOLDEN GATE UNIVERSITY registration WEBINAR registration
09
Aug
29th Annual FPA Far West Roundup - SOLD OUT!
For more information, please visit www.fpafarwestroundup.org
07
Aug
Charitable Gift Planning
Speaker(s): Barry Taylor, CFP®, Integral Financial Solutions, LLC, Erik Dryburgh, Attorney and Principal, Adler & Colvin THE CITY CLUB registration FPASF is also offering simulcasts [...]
18
Jul
CalCPA Marin Midsummer Mixer
Details/Register FPASF Members - Use promo code FPAMMM18 to get the member rate
10
Jul
Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments
Speaker(s): Preston R. Sargent, Executive Vice President, Bailard Real Estate; Michael J. Faust, CFA, Executive Vice President, Bailard Wealth Management THE CITY CLUB registration FPASF [...]
20
Jun
Emerging Advisors Forum - The New Section 199A Business Income Deduction for Pass-Through Businesses: Will Your Firm Qualify?
Speaker(s): Jim McHale, CPA/PFS, CFP® Details/Register
30
May
29
May
22
May
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
Speaker(s): Megan Yip Details/Register
17
May
FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society
Register Here - FPASF Members - Please select the "Member" rate when registering
08
May
The New Science of Engaging & Guiding Clients
Speaker(s): Shachar Kariv, Chief Scientist of TrueProfile.com & Capital Preferences, Benjamin N. Ward Professor of Economics, University of California Berkeley THE CITY CLUB registration WEBINAR [...]
05
May
2nd Annual LGBTQ Financial Planning Day
FREE but registration is required: lgbtqfinance.eventbrite.com For more information, visit horizonsfoundation.org
27
Apr
19
Apr
Thirsty Thursday Social Networking Mixer
Unwind after tax season with your fellow SF members and guests and enjoy an evening filled with great conversation, networking and fun! No RSVP Required
19
Apr
