Events

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2nd Annual LGBTQ Financial Planning Day
05 May
05/05/2018    
10:00 am - 3:00 pm
SF LGBT Center
FREE but registration is required: lgbtqfinance.eventbrite.com For more information, visit horizonsfoundation.org
More Info
The New Science of Engaging & Guiding Clients
08 May
05/08/2018    
11:30 am - 1:30 pm
The City Club
Speaker(s): Shachar Kariv, Chief Scientist of TrueProfile.com & Capital Preferences, Benjamin N. Ward Professor of Economics, University of California Berkeley THE CITY CLUB registration WEBINAR [...]
More Info
FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society
17 May
05/17/2018    
5:30 pm - 8:00 pm
Cigar Bar and Grill
Register Here - FPASF Members - Please select the "Member" rate when registering
More Info
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
22 May
05/22/2018    
11:30 am - 1:00 pm
Larkspur Landing
Speaker(s): Megan Yip Details/Register
More Info
FPA NorCal Conference
29 May
05/29/2018 - 05/30/2018    
9:00 am - 6:00 pm
The Palace Hotel
SOLD OUT!
More Info
2018 NorCal FPA NexGen Reception
30 May
05/30/2018    
5:45 pm - 8:00 pm
The Palace Hotel
Details/Register
More Info
Events on 05/05/2018
05 May
2nd Annual LGBTQ Financial Planning Day
5 May 18
San Francisco
Events on 05/08/2018
08 May
The New Science of Engaging & Guiding Clients
8 May 18
San Francisco
Events on 05/17/2018
17 May
FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society
17 May 18
San Francisco
Events on 05/22/2018
22 May
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
22 May 18
Larkspur
Events on 05/29/2018
29 May
FPA NorCal Conference
29 May 18
San Francisco
Events on 05/30/2018
30 May
2018 NorCal FPA NexGen Reception
30 May 18
San Francisco

 

May 2024

Date/Time Event
05/14/2024
3:00 pm - 4:30 pm 		Money Psychology/Your Relationship With Money/Financial Psychology
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

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
08/13/2024
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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