Past Events

Date/Time Event
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

 

02/22/2018
5:00 pm - 7:00 pm
Thirsty Thursday Social Networking Mixer
Barbarossa Lounge, San Francisco CA

No RSVP required

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

02/02/2018
11:30 am - 1:30 pm
FWSF - Economic Outlook and Trends for 2018
The City Club, San Francisco CA

Speaker(s): John C. Williams, President and Chief Executive Officer, Federal Reserve Bank of San Francisco
Details/Register

01/25/2018
5:00 pm - 7:00 pm
FWSF - Create Your Best Future! Designing Your Personal Strategic Plan for 2018
KPMG LLP, San Francisco CA

Speaker(s): Kristi Royse, CEO and Founder, KLR Consulting
Note: FPASF Members – Select “FWSF Member” when registering for discounted member rate
Details/Register

01/09/2018
11:30 am - 1:30 pm
The State of the Market: Outlook 2018
The City Club, San Francisco CA

Speaker(s): Jurrien Timmer, Director of Global Macro, Fidelity Global Asset Allocation Division
THE CITY CLUB registration
WEBINAR registration

12/12/2017
5:30 pm - 7:30 pm
Holiday Reception (Immediately following the chapter meeting)
The City Club, San Francisco CA

No RSVP Required
Details/Register

12/12/2017
4:00 pm - 5:30 pm
To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!
The City Club, San Francisco CA

Topic(s): To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!
Speaker(s): Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie, Director of Financial Planning & Distinguished Adjunct Professor, Golden Gate University / Elissa Buie, CFP®, CEO, Yeske Buie, Distinguished Adjunct Professor, Golden Gate University
Details/Register

 

12/07/2017
6:00 pm - 8:00 pm
NexGen Holiday Reception
Aspiriant, San Francisco CA

Details/Register

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