| 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 |
|
10/21/2023 9:30 am - 5:00 pm |
SF Financial Planning Day (VIRTUAL) |
|
11/01/2023 5:30 pm - 7:30 pm |
DEI Kickoff Mix & Mingle
Penthouse Bar, San Francisco California |
|
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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