13
May
Securities Fraud
Speaker(s): James Park, J.D., Professor, UCLA School of Law PLEASE NOTE: This meeting is on a TUESDAY. We will be meeting DOWNSTAIRS in the BALLROOM at [...]
27
May
53rd Annual FPA NorCal Conference
The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. [...]
28
May
FPA NexGen NorCal Reception
The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025. You are [...]
18
Jun
07
Aug
20
Aug
New Frontiers in Equity Compensation: SAFEs, 10b5-1 Plans, and Modeling Performance Based RSUs
Details coming soon PLEASE NOTE: This meeting is on a WEDNESDAY. We will be meeting in the BALLROOM at the SF Italian Athletic Club. A Networking [...]
10
Sep
Tax Planning through Entities
Details coming soon PLEASE NOTE: This meeting is on a WEDNESDAY. We will be meeting in the BALLROOM at the SF Italian Athletic Club.
16
Oct
Cybersecurity
Details coming soon PLEASE NOTE: This meeting is on a THURSDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club.
18
Oct
San Francisco Financial Planning Day
To register as a volunteer, please visit - https://www.bayareafinancialplanningdays.org/volunteer
05
Nov
Real Estate
More details coming soon PLEASE NOTE: This meeting is on a WEDNESDAY. We will be meeting in the BALLROOM at the SF Italian Athletic Club.
09
Dec
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