Events

Date/Time Event
10/10/2023
3:00 pm - 4:30 pm
CHAPTER MEETING - Supporting Clients’ Charitable Intentions
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Erinn Andrews, CEO, GiveTeam
Details/Register

10/21/2023
9:30 am - 5:00 pm
SF Financial Planning Day (VIRTUAL)

Register to be a volunteer 

11/01/2023
5:30 pm - 7:30 pm
DEI Kickoff Mix & Mingle
Penthouse Bar, San Francisco California

Details/Register

11/14/2023
3:00 pm - 4:30 pm
CHAPTER MEETING - How to Counsel our Clients to Have Financial Equity
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

12/12/2023
3:00 pm - 4:30 pm
CHAPTER MEETING - Financial Technology Used in Financial Planning
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

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