Past Events

Date/Time	Event
10/29/2022 10:00 am - 5:00 pm	Virtual San Francisco Financial Planning Day Public Registration – https://www.eventbrite.com/e/virtual-san-francisco-financial-planning-day-2022-registration-403579907367 Financial Planner Volunteers – https://www.bayareafinancialplanningdays.org/volunteer
10/11/2022 3:00 pm - 4:30 pm	IN PERSON CHAPTER MEETING - Financial Health - It’s More than Numbers Speaker(s): Mariah Hudler, LCSW, MBA, Owner, Financial Therapist, Koru Financial Therapy Social Networking Mixer (immediately following the chapter meeting) 4:30 pm – 5:30 pm Details/Register
10/04/2022 1:00 pm - 2:00 pm	STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group Phil Walker, VP, Strategic Partnerships, Finance of America Reverse Strategic Partner: Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe 2 CFP CE credits Download Flier Video on Reverse Mortgages Details/Register
09/14/2022 5:00 pm - 6:45 pm	NEXGEN - Happy Hour & Practical & Tactical Branding for Financial Professionals Van Ness Muni Stop, San Francisco CA Happy Hour: 5 – 5:45 pm Meeting: 5:45 – 6:45 pm Title: Practical & Tactical Branding for Financial Professionals: Simple ways to improve your brand and create value for your audience Speaker: Warner Johnston, PR & Branding Expert Details/Register
09/13/2022 3:00 pm - 4:30 pm	IN PERSON CHAPTER MEETING - It’s Time to Update Your Fixed Income Portfolio San Francisco Italian Athletic Club, San Francisco CA Panelists: Sejal Penkar, Director of Fixed Income Markets, Capital Group Janet Souk, Sr. Vice President and Assistant Portfolio Manager, Clarion Partners Moderated by: Rita Lee, Partner, Cerity Partners Details/Register
08/11/2022 - 08/14/2022 All Day	FPA Far West Roundup 33rd Annual Conference UC Santa Cruz Details/Register
08/09/2022 3:00 pm - 4:30 pm	IN PERSON CHAPTER MEETING - Equity Compensation in Tumultuous Times San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Meredith Johnson, CPA, CFP®, BPM Details/Register
08/03/2022 6:45 pm - 9:15 pm	NEXGEN - Networking Social - Giants vs. Dodgers Game Location: Oracle Park Details/Register All welcome
06/14/2022 3:00 pm - 4:30 pm	VIRTUAL CHAPTER MEETING - A Primer on Personalized Indexing Speaker(s): Nitin M. Barve, CFA, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research Details/Register
06/07/2022 1:00 pm - 2:00 pm	STRATEGIC PARTNER WEBINAR – Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe 2 CFP CE credits Download flier Video on Reverse Mortgages Details/Register
06/01/2022 6:00 pm - 8:00 pm	FPA NexGen NorCal Reception Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor Details/Register
05/25/2022 2:00 pm - 4:00 pm	VIRTUAL MEETING - ETHICS Speaker(s): Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register (The registration fee has been discounted)
05/18/2022 11:00 am - 12:00 pm	STRATEGIC PARTNER WEBINAR - Fitting Home Equity into a Retirement Income Strategy Speaker(s): Wade Pfau, Ph.D., CFA Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Download flier Details/Register
05/10/2022 4:30 pm - 6:30 pm	CANCELLED - IN PERSON - Member Appreciation Networking Event San Francisco Italian Athletic Club, San Francisco CA
05/10/2022 3:00 pm - 4:30 pm	IN PERSON CHAPTER MEETING - Expanding Humanity in the Wealth Management Workspace San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Toussaint Bailey, Founder & CEO of Uplifting Capital Details/Register

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