Local Chapter

Mar 2019

Date/Time Event
03/12/2019
9:00 am - 2:00 pm
Equity Compensation Planning: From Start-up to Liquidity
The City Club, San Francisco CA

Speaker(s): Alison Wright, Partner, Hanson Bridgett; Landon Lovell, CFP®, KB Advisors; Meredith Johnson, CPA/CFP®, Tax Director, BPM
Details/Register

Apr 2019

Date/Time Event
04/24/2019
6:30 pm - 8:30 pm
San Francisco Mini Financial Planning Day
Ortega Branch Library, San Francisco CA

Visit www.bafpd.org for more information

 

May 2019

Date/Time Event
05/14/2019
11:30 am - 1:30 pm
TBD
The City Club, San Francisco CA

Speaker(s): TBD

Jul 2019

Date/Time Event
07/09/2019
8:00 am - 10:00 am
TBD
Golden Gate University, San Francisco CA

Speaker(s): TBD

Aug 2019

Date/Time Event
08/13/2019
11:30 am - 1:30 pm
TBD
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

Sep 2019

Date/Time Event
09/10/2019
4:00 pm - 6:00 pm
TBD
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

09/10/2019
6:00 pm - 8:00 pm
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA

Oct 2019

Date/Time Event
10/08/2019
9:00 am - 2:00 pm
TBD
The City 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, visit www.bayareafinancialplanningdays.org

Nov 2019

Date/Time Event
11/12/2019
11:30 am - 1:30 pm
TBD
The City Club, San Francisco CA

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

 

Click here for past events