Local Chapter

Date: August 31, 2017
Time:
5:30 pm – 7:00 pm
Topic(s):
Emerging Advisors Forum – The Usual Suspects – Retirement Plan Options for Your Advisory Practice
Speaker(s): Ed Wong, Owner, Planning & Financial Advisors
Location: Golden Gate University, 536 Mission Street, Room 5208, San Francisco, CA
Details/Register

Date: September 12, 2017
Time: 4:00 pm – 6:00 pm
Topic(s): Cybersecurity: How to Protect Your Business
Speaker(s): Craig Watanabe, CSCP®, AIF®, CFP®, Chief Compliance Officer, American Financial Network Advisory Services, LLC
Location: The City Club, 155 Sansome Street, San Francisco, CA
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Date: September 12, 2017
Time: 6:00 pm – 8:00 pm
Topic(s): Member Appreciation Event
Location: Taverna Aventine, 582 Washington Street, San Francisco, CA
Details

Date: September 21, 2017
Time: 5:30 pm – 7:30 pm
Topic(s): FPA NexGen – Is Philanthropy Taboo? East Bay Networking and Practical Training for Having Charitable Conversations with Clients
Speaker(s): Nicole Kyauk, MPA, CAP, Senior Development Officer at East Bay Community Foundation; Christine Lim, MBA, Senior Development Officer at East Bay Community Foundation
Location: The Conference Center at East Bay Community Foundation – James Irvine Foundation Conference Center, 353 Frank H. Ogawa Plaza Oakland, CA
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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 – 3:00 pm
Topic(s): San Francisco Financial Planning Day
Location: SF Main Public Library @ Civic Center
General Information
Financial Planner Registration

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