Events

Date/Time Event
04/27/2018 - 04/29/2018
All Day
CP Cal Conference XIII
San Mateo – Marriott Hotel, San Mateo CA

Details/Register

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05/05/2018
10:00 am - 3:00 pm
2nd Annual LGBTQ Financial Planning Day
SF LGBT Center, San Francisco CA

FREE but registration is required:
lgbtqfinance.eventbrite.com

For more information, visit horizonsfoundation.org

05/08/2018
11:30 am - 1:30 pm
The New Science of Engaging & Guiding Clients
The City Club, San Francisco CA

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 registration (begins at 12:00 pm)

 

05/22/2018
11:30 am - 1:00 pm
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
Larkspur Landing, Larkspur CA

Speaker(s): Megan Yip
Details/Register

05/29/2018 - 05/30/2018
9:00 am - 6:00 pm
FPA NorCal Conference
The Palace Hotel, San Francisco CA

SOLD OUT!

07/10/2018
11:30 am - 1:30 pm
Tax Update
The City Club, San Francisco CA

Speaker(s): TBD

 

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 Giving & Strategy
The City Club, San Francisco CA

Speaker(s): TBD

 

09/11/2018
4:00 pm - 6:00 pm
Serving Millennial Clients

Speaker(s): TBD
Location: TBD

 

09/11/2018
6:00 pm - 8:00 pm
Member Appreciation Event

Location: TBD

 

10/09/2018
9:30 am - 1:30 pm
Helping Clients Design their Lives
The City Club, San Francisco CA

Speaker(s): TBD

 

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
Building a Practice
The City Club, San Francisco CA

Speaker(s): TBD

 

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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