Events

Date/Time	Event
10/08/2024 3:00 pm - 4:30 pm	Long-Term Care Insurance San Francisco Italian Athletic Club, San Francisco CA Panelists: Krystalynn Schlegel, CLU®, ChFC®, CLTC®, AEP®, Partner, MG Schlegel and Associates & Chris Acker, CLU®, ChFC®, Owner, CB Acker Associates Insurance Services Strategic Partner: Stonecrest Details/Register
10/19/2024 9:30 am - 5:00 pm	SF Financial Planning Day We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here – https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions!
10/19/2024 9:30 am - 5:00 pm	SF Financial Planning Day We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here – https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions!
11/12/2024 3:00 pm - 4:30 pm	TBA San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA
12/10/2024 3:00 pm - 6:00 pm	Joint Event with FPA San Francisco & FPA East Bay - Earning Client and COI Referrals: A Hands-On Session San Francisco Italian Athletic Club, San Francisco CA FPA San Francisco and FPA East Bay Chapters Present an Exceptional Education Session and Holiday Networking Event Speaker(s): Dan Allison, Founder and CEO of the Feedback Marketing Group, Advisor Development Community, and The Exchange Advisor Development Platform. Meeting Strategic Partner: FPA San Francisco – Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. Meeting Strategic Partner: FPA East Bay – Pimco Agenda: 3:00 – 3:30 pm – Networking, Chapter Announcements & Strategic Partner Acknowledgements 3:30 – 4:25 pm – Speaker’s Presentation 4:25 – 4:30 pm – Final Comments 4:30 pm – Holiday Networking Event 6:00 pm – Event Concludes DETAILS/REGISTER
12/10/2024 4:30 pm - 6:00 pm	Holiday Reception Mixer San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA

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; FPA of San Francisco @FPAofSF ·

3 Sep 1831069620880421174

FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website:

Advising Tech Wealth - FPA San Francisco

09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scho...

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; FPA of San Francisco @FPAofSF ·

30 Aug 1829557373914009951

Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104

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; FPA of San Francisco @FPAofSF ·

7 May 1787914043442802702

Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!

FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco

05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...

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; FPA of San Francisco @FPAofSF ·

6 Mar 1765468986316087400

Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!

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