Past Events

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

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

10/19/2017
4:30 pm - 7:30 pm
BAFEF Annual Wine Tasting Reception Co-Sponsored by FPA of San Francisco
Merchant’s Exchange Club, San Francisco CA

Details/Register

10/10/2017
9:30 am - 1:30 pm
Behavioral Finance and the Psychology of Wealth
The City Club, San Francisco CA

Panelists: Speaker 1: Spencer Sherman, MBA, CFP®, Founder and Executive, Chairman, Abacus Wealth Partners, Speaker 2: Kristen Berman, Co-Founder and Principal, Common Cents Lab, Speaker 3: Renée M. Snow, Ph.D., EA, CFP®, Financial Planning Department Chair at UC Santa Cruz-Silicon Valley and Associate Professor at the Sofia University, Moderator – Rick Lehman, MBA, Golden Gate University and UC Berkeley. (Registration opens at 9:00 am)  Details/Register