Past Events

Date/Time Event
06/20/2018
6:00 pm - 7:30 pm
Emerging Advisors Forum - The New Section 199A Business Income Deduction for Pass-Through Businesses: Will Your Firm Qualify?
Golden Gate University, San Francisco CA

Speaker(s): Jim McHale, CPA/PFS, CFP®

Details/Register

05/30/2018
5:45 pm - 8:00 pm
2018 NorCal FPA NexGen Reception
The Palace Hotel, San Francisco CA

Details/Register

05/29/2018 - 05/30/2018
9:00 am - 6:00 pm
FPA NorCal Conference
The Palace Hotel, San Francisco CA

SOLD OUT!

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

05/17/2018
5:30 pm - 8:00 pm
FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society
Cigar Bar and Grill, San Francisco CA

Register Here – FPASF Members – Please select the “Member” rate when registering

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)

 

05/05/2018
10:00 am - 3:00 pm
2nd Annual LGBTQ Financial Planning Day
SF LGBT Center, San Francisco CA

FREE but registration is required:
lgbtqfinance.eventbrite.com

For more information, visit horizonsfoundation.org

04/27/2018 - 04/29/2018
All Day
CP Cal Conference XIII
San Mateo – Marriott Hotel, San Mateo CA

Details/Register

Download Brochure

04/19/2018
5:00 pm - 7:00 pm
Thirsty Thursday Social Networking Mixer

Unwind after tax season with your fellow SF members and guests and enjoy an evening filled with great conversation, networking and fun!
No RSVP Required

04/19/2018
5:00 pm - 7:00 pm
Thirsty Thursday Social Networking Mixer
Barbarossa Lounge, San Francisco CA

No RSVP Required

04/17/2018
5:00 pm - 7:00 pm
FWSF - The Art of Allyship: How Leaders Create Inclusive Cultures by Calling Others In
Wells Fargo Learning Center, San Francisco CA

Speaker(s): Pamela Hopkins, PhD
Details/Register

04/17/2018
8:00 am - 10:00 am
Insurance Lessons Learned From 2017 North Bay Wildfires
Golden Gate University, San Francisco CA

Speaker(s): Brian Trouette, Insurance Specialist for High Net Worth Clients,Trouette Insurance Agency, LLC; Amy Bach, Attorney and Executive Director, United Policy Holders
GOLDEN GATE UNIVERSITY registration
WEBINAR registration

03/13/2018
9:00 am - 2:00 pm
Financial Life Planning in the 21st Century: Melding Theory and Practice; Art and Science
The City Club, San Francisco CA

Speaker(s): Elizabeth Jetton, CFP® & Saundra Davis, Sage Financial Solutions
Details/Register

 

03/06/2018
8:00 am - 5:00 pm
FPA CA 5th Annual Advocacy Day
California State Capital, Sacramento CA

Details/Register

03/01/2018
6:00 pm - 8:00 pm
Emerging Advisors & NexGen: Bebo White on Bitcoin - SOLD OUT
Golden Gate University, San Francisco CA

Speaker(s): Bebo White, Visiting Professor, Computer Science, University of Hong Kong, Adjunct Professor of Integrated Systems Management, University of San Francisco
Details/Register

 

1 2