Events

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

05/27/2025 - 05/28/2025    
All Day
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

05/28/2025    
5:30 pm - 7:00 pm
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

ETHICS Webinar

06/18/2025    
11:30 am - 1:30 pm
Presenter: Curt Weil, CFP® More details to follow soon...
07 Aug

Far West Roundup

08/07/2025 - 08/10/2025    
All Day
Location: UC Santa Cruz DETAILS/REGISTER
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

Practice Management

More details coming soon

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