Events

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Aug 2019

Date/Time Event
08/13/2019
8:00 am - 10:00 am
Evaluating Real Estate, the Misunderstood Investment
Golden Gate University, San Francisco CA

Speaker(s): Scott Fong, SIFF Investment Services
Details/Register

Sep 2019

Date/Time Event
09/10/2019
3:00 pm - 5:00 pm
Communications Workshop
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Apollo D. Lupescu, Vice President, Dimensional Fund Advisors
Details/Register

09/10/2019
5:30 pm - 7:30 pm
Member Appreciation Event - Delicious Food Tasting Tour

Details/Register

Oct 2019

Date/Time Event
10/08/2019
9:00 am - 2:00 pm
Planning for 2nd Generation Clients
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

10/26/2019
9:00 am - 3:00 pm
10th Annual SF Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

For more information on the event, visit www.bayareafinancialplanningdays.org
To register to attend, visit https://www.eventbrite.com/e/san-francisco-financial-planning-day-2019-registration-65222751004

Nov 2019

Date/Time Event
11/12/2019
11:30 am - 1:30 pm
Tax Planning for Financial Planners (Panel)
Golden Gate University, San Francisco CA

Speaker(s): Annette Brinton, CPA, CFP®, Waypoint Wealth Partners & Others

Dec 2019

Date/Time Event
12/10/2019
4:00 pm - 5:30 pm
TBD
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

12/10/2019
5:30 pm - 7:30 pm
Holiday Reception
San Francisco Italian Athletic Club, San Francisco CA

 

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