Past Events

Date/Time Event
02/12/2019
8:00 am - 10:00 am
Tax Planning for Small Business Owners: Doing a Deep Dive into Section 199A
Golden Gate University, San Francisco CA

Speaker(s): Susan Jordan, CPA, CFP®, Partner, Mowat Mackie & Anderson
Details/Register

01/08/2019
11:30 am - 1:30 pm
Global Market Outlook with T. Rowe Price's Asset Allocation Group, the Team Responsible for Managing Approximately 300B of the Firm's Multi-Asset Strategies
The City Club, San Francisco CA

Speaker(s): Darrell Riley, Vice President of T. Rowe Price Group, Inc., Member of the Asset Allocation Group
THE CITY CLUB registration
WEBINAR registration

12/11/2018
5:30 pm - 7:30 pm
Holiday Reception (Immediately following the chapter meeting)
The City Club, San Francisco CA

No RSVP Required

12/11/2018
4:00 pm - 5:30 pm
Integrating Millennials and Career Changers Into Your Practice
The City Club, San Francisco CA

Panelists: Daniel Lee, CFA, CFP®, Portfolio Manager, B|O|S, LLC; Bryan Hasling, CFP®, EA, Senior Financial Planner, JW Harrison; Lauren Stansell, CFP®, Yeske Buie; Sabrina Lowell, CFP®, CPCC, Partner, Private Ocean; Brett Gookin, Director, Wealth Management, Principal, Aspiriant
Details/Register

 

11/14/2018
5:00 pm - 8:00 pm
CalCPA - Fall ABC Mixer
Google Community Center, San Francisco CA

Details/Register

11/13/2018
5:00 pm - 7:00 pm
FWSF - Disruptive Technologies in the Financial Services Industry
KPMG, San Francisco CA

PANEL:
JESS CHENG, Counsel, International Monetary Fund (formerly Deputy General Counsel, Ripple)
ALAINA GIMBERT, Senior Vice President and Associate General Counsel, The Clearing House
MARINA GRACIAS, General Counsel and Corporate Secretary, Varo Money
SHAFI YUSUF, Head of Enterprise PI Management, Enterprise Reengineering & Robotics,
Senior Vice President, Bank of the West

Moderated by:
MAUREEN A. YOUNG, Senior Regulatory Counsel, Senior Vice President, Bank of the West
Details/Register

11/13/2018
11:30 am - 1:30 pm
Sophisticated Qualified Retirement Plan Design
The City Club, San Francisco CA

Speaker(s): Cristina Collazo, US Department of Labor, Employee Benefits Security Administration; Eric J. Sharp, QPFC, CRPS, AIF, VP Marketing, PenSys, Inc. (A Division of Ascensus); Lori Reay, CPA, CPC, QPA, QKA, Partner, DWC
Robert Gower J.D., ERISA Retirement and Fiduciary Attorney, Director, Trucker Huss

The City Club registration
Webinar registration

 

11/03/2018
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

11/01/2018
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
Details/Register

10/30/2018
5:00 pm - 7:30 pm
CalCPA - Technology Committee: Blockchain & The Future of Accounting
USF School of Law, San Francisco CA

Details/Register

 

 

10/27/2018
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

10/09/2018
8:30 am - 1:30 pm
Serving Aging Clients and Their Families
The City Club, San Francisco CA

Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc.
Adriana Alex, MAG, CAC, Sage Eldercare
Elizabeth Krivatsy, Esq., Law Offices of Elizabeth Krivatsy, APC
Details/Register

 

09/11/2018
6:00 pm - 8:00 pm
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA

Immediately following the chapter meeting

No RSVP required

 

09/11/2018
4:00 pm - 5:45 pm
Succession Planning
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co.
Details/Register

 

 

08/24/2018
11:30 am - 1:30 pm
Ethics Course
Golden Gate University, San Francisco CA

Speaker(s): Curt Weil, CFP®, Weil Capital Management
GOLDEN GATE UNIVERSITY registration
WEBINAR registration

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