Events - Dec 12 23

Date/Time Event
3:00 pm - 4:30 pm
CHAPTER MEETING - Improving the Client Experience: Best Practices in Advisor Tech
San Francisco Italian Athletic Club, San Francisco CA

Panel: Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC / Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners / Jesse Pence, CFP®, Partner, Wealth Manager, Waypoint Wealth Partners
Strategic Partner: Arthur J. Gallagher & Co. Insurance Brokers of California, Inc., Ramona Johanneson

4:30 pm - 6:00 pm

The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and drinks while we take a few moments to connect with our fellow chapter members and guests. We encourage you to reach out to your colleagues and friends to join in on the festivities. Let’s get together to reflect on this past year and celebrate how far we have all come throughout 2023.

In an effort to extend our community’s good will, we will be hosting a virtual Toys for Tots donation drive! If you are able, we would love for you to contribute to the toy drive via this link: To share this opportunity with your network, we are including a sample outreach email that was used last year by one of our board members. (thanks for sharing Kristie!) Donation Sample Email Outreach Template

Community, Content, and Commitment are the themes for the new year – lets toast 2023 together and welcome in a fresh 2024!


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