Past Events

Speaker(s): TBA

FPA San Francisco and FPA East Bay Chapters Present an Exceptional Education Session and Holiday Networking Event Speaker(s): Dan Allison, Founder and CEO of the Feedback [...]

Speaker(s): Judah Schulman, Managing Director, Product Specialist & Jason (Jay) R. Sforza Director, Structured Investments, Divisional Head of the West Strategic Partner: Stonecrest  DETAILS/REGISTER

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here -  https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions!

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here -  https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions! [...]

Speaker: Krystalynn Schlegel, CLU®, ChFC®, CLTC®, AEP®, Partner, MG Schlegel and Associates Strategic Partner: Stonecrest Details/Register

We are excited to be holding the Annual Bay Area Financial Planning Day back in the SF Main Public Library this year! In celebration of [...]

NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We [...]

Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scholarshare529, James Palen DETAILS/REGISTER

DEADLINE TO REGISTER - 8/15/24 DETAILS/REGISTER

Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. DETAILS/REGISTER

SOLD OUT!

Title: 2024 Summer Symposium - SESSION 1: Topic: Boost the Value of Your Practice / SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / [...]

DETAILS/REGISTER

Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Strategic Partner: First Eagle Investment Management, Grace Holzer Details/Register