Past Events

Date/Time Event
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

08/09/2018 - 08/12/2018
All Day
29th Annual FPA Far West Roundup - SOLD OUT!
UC Santa Cruz, Santa Cruz CA

For more information, please visit www.fpafarwestroundup.org

08/07/2018
11:30 am - 1:30 pm
Charitable Gift Planning
The City Club, San Francisco CA

Speaker(s): Barry Taylor, CFP®, Integral Financial Solutions, LLC, Erik Dryburgh, Attorney and Principal, Adler & Colvin

THE CITY CLUB registration

FPASF is also offering simulcasts of the meeting and a remote meeting location to view the simulcast with other practitioners:
WEBINAR registration (viewed in your office – webinar starts at 12:00 pm)

SANTA ROSA SIMULCAST registration (in person meeting at Union Hotel in Santa Rosa, restaurant lunch is included – simulcast starts at 12:00 pm)

 

07/18/2018
6:00 pm - 8:30 pm
CalCPA Marin Midsummer Mixer
Marin/Sonoma County, San Rafael CA

Details/Register
FPASF Members – Use promo code FPAMMM18 to get the member rate

07/10/2018
11:30 am - 1:30 pm
Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments
The City Club, San Francisco CA

Speaker(s): Preston R. Sargent, Executive Vice President, Bailard Real Estate; Michael J. Faust, CFA, Executive Vice President, Bailard Wealth Management

THE CITY CLUB registration

FPASF is also offering simulcasts of the meeting and remote meeting locations to view simulcasts with other practitioners:
WEBINAR registration (viewed in your office – webinar starts at 12:00 pm)
SAN MATEO SIMULCAST registration (in person meeting at Golub advisors boardroom, light lunch included – simulcast starts at 12:00 pm)
SANTA ROSA SIMULCAST registration (in person meeting at Union Hotel in Santa Rosa, restaurant lunch is included – simulcast starts at 12:00 pm)

 

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

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