Local Chapter

Oct 2018

Date/Time Event
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
6:00 pm - 7:30 pm
Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
Golden Gate University, San Francisco CA

Speaker(s): Amy Grossman, J.D., Vice President, Complex Assets Group, Fidelity Charitable

10:00 am - 3:00 pm
3rd Annual Marin Financial Planning Day
Marin Center Exhibit Hall, San Rafael CA

For more information and to register, click here

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
4:00 pm - 6:00 pm
Integrating Millennial Employees and Partners Into Your Practice
The City Club, San Francisco CA

Speaker(s): Brian Shenson, Schwab


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