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12 Mar
03/12/2024    
7:00 am - 3:00 pm
To Attend: Details/Register To Volunteer: Pro Bono & Advocacy Week, March 13th - 21st, 2024 Sign up HERE to volunteer
12 Mar
03/12/2024    
3:00 pm - 4:30 pm
Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC Strategic Partner: Key Bridge Compliance, Lauren Hein Details/Register
12 Mar
03/12/2024    
4:45 pm - 6:45 pm
Details/Register
20 Mar
03/20/2024    
11:00 am - 12:00 pm
Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management, Bryn Mawr Trust Strategic Partner: [...]
Events on 03/12/2024
12 Mar
12 Mar
12 Mar 24

 

Mar 2024

Date/Time Event
03/20/2024
11:00 am - 12:00 pm
Mutual of Omaha Mortgage Webinar - Adaptative-Based Retirement Spending

Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth
Management, Bryn Mawr Trust
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli
Download flier
Register

May 2024

Date/Time Event
05/14/2024
3:00 pm - 4:30 pm
Money Psychology/Your Relationship With Money/Financial Psychology
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Jun 2024

Date/Time Event
06/11/2024
3:00 pm - 4:30 pm
Real Estate Tax Planning, Prop 19
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Aug 2024

Date/Time Event
08/13/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Sep 2024

Date/Time Event
09/10/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Oct 2024

Date/Time Event
10/08/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Nov 2024

Date/Time Event
11/12/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Dec 2024

Date/Time Event
12/10/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

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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