Local Chapter

Jul 2018

Date/Time Event
07/10/2018
11:30 am - 1:30 pm
Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments
The City Club, San Francisco CA

Speaker(s): Preston R. Sargent, Executive Vice President, Bailard Real Estate; Michael J. Faust, CFA, Executive Vice President, Bailard Wealth Management

THE CITY CLUB registration

FPASF is also offering simulcasts of the meeting and remote meeting locations to view simulcasts with other practitioners:
WEBINAR registration (viewed in your office – webinar starts at 12:00 pm)
SAN MATEO SIMULCAST registration (in person meeting at Golub advisors boardroom, light lunch included – simulcast starts at 12:00 pm)
SANTA ROSA SIMULCAST registration (in person meeting at Union Hotel in Santa Rosa, restaurant lunch is included – simulcast starts at 12:00 pm)

 

Aug 2018

Date/Time Event
08/07/2018
11:30 am - 1:30 pm
Charitable Giving & Strategy
The City Club, San Francisco CA

Speaker(s): Pamela Doherty, The San Francisco Foundation, Barry Taylor, CFP®, Integral Financial Solutions, LLC

 

Sep 2018

Date/Time Event
09/11/2018
4:00 pm - 6:00 pm
Succession Planning

Speaker(s): Tim Kochis, JD, MBA, CFP®, Aspiriant

Location: TBD

 

09/11/2018
6:00 pm - 8:00 pm
Member Appreciation Event

Location: TBD

 

Oct 2018

Date/Time Event
10/09/2018
9:30 am - 1:30 pm
Planning for Aging Clients
The City Club, San Francisco CA

Speaker(s): Carolyn McClanahan, Whealthcare Planning, LLC

 

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

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

 

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