Local Chapter

Date: May 9, 2017
Time: 11:30 am – 1:30 pm
Topic(s): Cross Border Planning
Moderator: Tom Zachystal, CFA, CFP®, , IAM
Speaker(s): Krystle Chow, CPA, Spott, Lucey, and Wall, Inc. CPAs; Melissa S. Hung, Farella Braun + Martel, LLP
Location: The City Club, 155 Sansome Street, San Francisco, CA
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Date: May 9, 2017
Time: 1:30 pm – 3:30 pm
Topic(s): Ethics Course
Speaker(s): Gregg Clarke, CFP®, Meritas Wealth Management
Location: The City Club, 155 Sansome Street, San Francisco, CA
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Date: May 17, 2017
Time: 5:00 pm -7:00 pm
Topic(s): Wind Down Wednesday Social Networking Mixer
Location: Harrington’s Bar & Grill, 245 Front Street, San Francisco, CA
Sponsored by: Stonecrest
No RSVP Required

Date: June 7, 2017
Time: 3:00 pm – 5:00 pm
Topic(s): Beyond the Obvious: Center of Influence Networking
Location: Larkspur Landing, Main Floor Atrium, 100 Larkspur Landing Circle, Larkspur, CA
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Date: July 11, 2017
Time: 11:30 am – 1:30 pm
Topic(s): Taxes
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: August 8, 2017
Time: 11:30 am – 1:30 pm
Topic(s): TBD
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: September 12, 2017
Time: 4:00 pm – 6:00 pm / 6:00 pm – 8:00 pm – Member Appreciation Event (location TBD)
Topic(s): ETF Due Diligence
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: October 10, 2017
Time: 9:30 am – 1:30 pm
Topic(s): Behavioral Finance/Psychology of Wealth
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: October 28, 2017
Time: 9:00 am – 4:00 pm
Topic(s): San Francisco Financial Planning Day
Location: SF Main Public Library @ Civic Center

Date: November 4, 2017
Time: 10:00 am – 3:00 pm
Topic: Marin Financial Planning Day
Location: Marin Center Exhibit Hall, San Rafael, CA

Date: November 14, 2017
Time: 11:30 am – 1:30 pm
Topic(s): Divorce Planning
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: December 12, 2017
Time: 4:00 pm – 5:30 pm
Topic(s): Planning Profession 10 Years in the Future
Speaker(s): TBD
Location: The City Club, 155 Sansome Street, San Francisco, CA

Date: December 12, 2017
Time: 5:30 pm – 7:30 pm
Topic(s): Holiday Reception
Location: The City Club, 155 Sansome Street, San Francisco, CA
No RSVP Required