Events

Date/Time Event
07/18/2018
6:00 pm - 8:30 pm
CalCPA Marin Midsummer Mixer
Marin/Sonoma County, San Rafael CA

Details/Register
FPASF Members – Use promo code FPAMMM18 to get the member rate

08/07/2018
11:30 am - 1:30 pm
Charitable Gift Planning
The City Club, San Francisco CA

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 of the meeting and a remote meeting location to view the simulcast with other practitioners:
WEBINAR registration (viewed in your office – webinar starts at 12:00 pm)

SANTA ROSA simulcast (in person meeting at Union Hotel in Santa Rosa, restaurant lunch is included – simulcast starts at 12:00 pm)

 

08/09/2018 - 08/12/2018
All Day
29th Annual FPA Far West Roundup - SOLD OUT!
UC Santa Cruz, Santa Cruz CA

For more information, please visit www.fpafarwestroundup.org

09/11/2018
4:00 pm - 6:00 pm
Succession Planning
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Tim Kochis, JD, MBA, CFP®, Aspiriant

 

 

09/11/2018
6:00 pm - 8:00 pm
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA

 

 

10/09/2018
9:30 am - 1:30 pm
Planning for Aging Clients
The City Club, San Francisco CA

Speaker(s): Carolyn McClanahan, Whealthcare Planning, LLC

 

10/27/2018
9:00 am - 3:00 pm
SF Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA
11/13/2018
11:30 am - 1:30 pm
Sophisticated Retirement Qualified and Non-Qualified Plans
The City Club, San Francisco CA

Speaker(s): TBD

 

12/11/2018
4:00 pm - 6:00 pm
Integrating Millennials Employees and Partners Into Your Practice
The City Club, San Francisco CA

Speaker(s): Brian Shenson, Schwab

 

12/11/2018
6:00 pm - 8:00 pm
Holiday Reception (Immediately following the chapter meeting)
The City Club, San Francisco CA

No RSVP Required

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