Events

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Aug 2018

Date/Time Event
08/24/2018
11:30 am - 1:30 pm
Ethics Course
Golden Gate University, San Francisco CA

Speaker(s): Curt Weil, CFP®, Weil Capital Management
GOLDEN GATE UNIVERSITY registration
WEBINAR registration

Sep 2018

Date/Time Event
09/11/2018
4:00 pm - 5:45 pm
Succession Planning
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co.
Details/Register

 

 

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

Immediately following the chapter meeting

No RSVP required

 

Oct 2018

Date/Time Event
10/09/2018
8:30 am - 1:30 pm
Serving Aging Clients and Their Families
The City Club, San Francisco CA

Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®; Life Planning Partners, Inc.
Adriana Alex, MAG, CAC; Sage Eldercare
Elizabeth Krivatsy, Esq.; Law Offices of Elizabeth Krivatsy, APC
Details/Register

 

10/27/2018
9:00 am - 3:00 pm
9th Annual San Francisco Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

For additional information, visit the website

To register, click here

Nov 2018

Date/Time Event
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

 

Dec 2018

Date/Time Event
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

 

Click here for past events