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12:00 AM - 51st Annual FPA NorCal Conference
5:30 PM - FPA NexGen NorCal Reception
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Jul 2023
| Date/Time | Event |
|---|---|
|
07/11/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Unique Approach to Values and Theme Investing
San Francisco Italian Athletic Club, San Francisco CA Panelists: Doug Couden, CFA, Partner, Chief Information Officer, BakerAvenue Wealth |
|
07/26/2023 6:45 pm - 9:00 pm |
SF Giants Game (Member Event) |
Aug 2023
| Date/Time | Event |
|---|---|
|
08/08/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Property & Casualty
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Sep 2023
| Date/Time | Event |
|---|---|
|
09/12/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Tax Planning Before Year End
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Oct 2023
| Date/Time | Event |
|---|---|
|
10/10/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Defining Your Process and Utilizing DAFs
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Nov 2023
| Date/Time | Event |
|---|---|
|
11/14/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - How to Counsel our Clients to Have Financial Equity
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Dec 2023
| Date/Time | Event |
|---|---|
|
12/12/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Financial Technology Used in Financial Planning
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |