Events

11 Feb

Beyond the One, Big, Beautiful Bill

02/11/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Lawrence K.Y. Pon CPA/PFS, CFP®, EA, USTCP, AEP Strategic Partner: The Carlyle Group, Matt Hilburn DETAILS/REGISTER
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04 Mar

FPA CA 14th Annual Advocacy Day

03/04/2026 - 03/05/2026    
All Day
Location: California State Capitol DETAILS/REGISTER
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17 Mar

Practice Management

03/17/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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09 Jun

Controversial Topics in Financial Planning

06/09/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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12 Aug

Estate Planning - Special Needs Planning or Non-Traditional Families

08/12/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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15 Sep

Cybersecurity

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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24 Oct

San Francisco Financial Planning Day 2026

10/24/2026    
9:30 am - 5:00 pm
San Francisco Public Library Main Branch
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10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

11/10/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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08 Dec

Retirement Planning - Income Planning?

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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