Past Events

Date/Time	Event
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
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

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