17
Apr
FWSF - The Art of Allyship: How Leaders Create Inclusive Cultures by Calling Others In
Speaker(s): Pamela Hopkins, PhD Details/Register
17
Apr
Insurance Lessons Learned From 2017 North Bay Wildfires
Speaker(s): Brian Trouette, Insurance Specialist for High Net Worth Clients,Trouette Insurance Agency, LLC; Amy Bach, Attorney and Executive Director, United Policy Holders GOLDEN GATE UNIVERSITY [...]
13
Mar
Financial Life Planning in the 21st Century: Melding Theory and Practice; Art and Science
Speaker(s): Elizabeth Jetton, CFP® & Saundra Davis, Sage Financial Solutions Details/Register
06
Mar
01
Mar
Emerging Advisors & NexGen: Bebo White on Bitcoin - SOLD OUT
Speaker(s): Bebo White, Visiting Professor, Computer Science, University of Hong Kong, Adjunct Professor of Integrated Systems Management, University of San Francisco Details/Register
22
Feb
13
Feb
Tax Reform Update
Speaker(s): Francis Sameon, CPA GOLDEN GATE UNIVERSITY registration WEBINAR registration
02
Feb
FWSF - Economic Outlook and Trends for 2018
Speaker(s): John C. Williams, President and Chief Executive Officer, Federal Reserve Bank of San Francisco Details/Register
25
Jan
FWSF - Create Your Best Future! Designing Your Personal Strategic Plan for 2018
Speaker(s): Kristi Royse, CEO and Founder, KLR Consulting Note: FPASF Members - Select "FWSF Member" when registering for discounted member rate Details/Register
09
Jan
The State of the Market: Outlook 2018
Speaker(s): Jurrien Timmer, Director of Global Macro, Fidelity Global Asset Allocation Division THE CITY CLUB registration WEBINAR registration
12
Dec
Holiday Reception (Immediately following the chapter meeting)
No RSVP Required Details/Register
12
Dec
To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!
Topic(s): To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making! Speaker(s): Dr. Dave Yeske, CFP®, Managing [...]
07
Dec
19
Oct
10
Oct
Behavioral Finance and the Psychology of Wealth
Panelists: Speaker 1: Spencer Sherman, MBA, CFP®, Founder and Executive, Chairman, Abacus Wealth Partners, Speaker 2: Kristen Berman, Co-Founder and Principal, Common Cents Lab, Speaker [...]
