Local Chapter

Feb 2018

Date/Time Event
02/13/2018
8:00 am - 10:00 am
Tax Reform Update
Golden Gate University, San Francisco CA

Speaker(s): Francis Sameon, CPA
GOLDEN GATE UNIVERSITY registration
WEBINAR registration

Mar 2018

Date/Time Event
03/13/2018
9:00 am - 2:00 pm
Financial Planning 3.0: The Art & Science of Financial Life Planning
The City Club, San Francisco CA

Speaker(s): Elizabeth Jetton, CFP®, Golden Gate University

 

Apr 2018

Date/Time Event
04/17/2018
8:00 am - 10:00 am
Insurance Lessons Learned from the Sonoma County Fires
Golden Gate University, San Francisco CA

Speaker(s): Brian Trouette, Trouette Insurance Agency, LLC

May 2018

Date/Time Event
05/08/2018
11:30 am - 1:30 pm
Behavioral Finance: Risk Tolerance & Revealed Preference
The City Club, San Francisco CA

Speaker(s): TBD

 

05/08/2018
1:30 pm - 3:30 pm
Ethics Course
The City Club, San Francisco CA

Speaker(s): TBD

 

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