Local Chapter

May 2018

Date/Time Event
05/08/2018
11:30 am - 1:30 pm
The New Science of Engaging & Guiding Clients
The City Club, San Francisco CA

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 registration (begins at 12:00 pm)

 

05/22/2018
11:30 am - 1:00 pm
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
Larkspur Landing, Larkspur CA

Speaker(s): Megan Yip
Details/Register

Jul 2018

Date/Time Event
07/10/2018
11:30 am - 1:30 pm
Tax Update
The City Club, San Francisco CA

Speaker(s): TBD

 

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): TBD

 

Sep 2018

Date/Time Event
09/11/2018
4:00 pm - 6:00 pm
Serving Millennial Clients

Speaker(s): TBD
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
Helping Clients Design their Lives
The City Club, San Francisco CA

Speaker(s): TBD

 

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
Building a Practice
The City Club, San Francisco CA

Speaker(s): TBD

 

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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