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Serving Aging Clients and Their Families
09 Oct
10/09/2018    
8:30 am - 1:30 pm
The City Club
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 [...]
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9th Annual San Francisco Financial Planning Day
27 Oct
10/27/2018    
9:00 am - 3:00 pm
San Francisco Public Library Main Branch
For additional information, visit the website To register, click here
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CalCPA - Technology Committee: Blockchain & The Future of Accounting
30 Oct
10/30/2018    
5:00 pm - 7:30 pm
USF School of Law
Details/Register    
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Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
01 Nov
11/01/2018    
6:00 pm - 7:30 pm
Golden Gate University
Speaker(s): Amy Grossman, J.D., Vice President, Complex Assets Group, Fidelity Charitable Details/Register
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3rd Annual Marin Financial Planning Day
03 Nov
11/03/2018    
10:00 am - 3:00 pm
Marin Center Exhibit Hall
For more information and to register, click here
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Events on 10/09/2018
09 Oct
Serving Aging Clients and Their Families
9 Oct 18
San Francisco
Events on 10/27/2018
27 Oct
9th Annual San Francisco Financial Planning Day
27 Oct 18
San Francisco
Events on 10/30/2018
30 Oct
CalCPA - Technology Committee: Blockchain & The Future of Accounting
30 Oct 18
San Francisco
Events on 11/01/2018
01 Nov
Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
1 Nov 18
San Francisco
Events on 11/03/2018
03 Nov
3rd Annual Marin Financial Planning Day
3 Nov 18
San Rafael

 

Jun 2024

Date/Time Event
06/11/2024
3:00 pm - 4:30 pm 		Real Estate Tax Planning, Prop 19
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Aug 2024

Date/Time Event
08/08/2024 - 08/11/2024
All Day 		35th Annual Conference - FPA Far West Roundup
UC Santa Cruz, Santa Cruz CA

Details/Register
08/13/2024
3:00 pm - 4:30 pm 		TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Sep 2024

Date/Time Event
09/04/2024
6:45 pm - 8:30 pm 		Join Us for Some Member Fun at a Giants Game!

Details/Register
09/10/2024
3:00 pm - 4:30 pm 		TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Oct 2024

Date/Time Event
10/08/2024
3:00 pm - 4:30 pm 		TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Nov 2024

Date/Time Event
11/12/2024
3:00 pm - 4:30 pm 		TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Dec 2024

Date/Time Event
12/10/2024
3:00 pm - 4:30 pm 		TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA
12/10/2024
4:30 pm - 6:00 pm 		Holiday Reception Mixer
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

 

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