Events

Speaker(s): Michael Yoder, Founder, Yoder Wealth Management
Strategic Partner: Scholarshare529, James Palen
DETAILS/REGISTER

NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We have reserved space at the Presidio Tunnel Tops where we will be playing lawn games and networking with fellow NexGen FPA members. The NexGen Community, whether you are just starting your working career or you are a career changer, is a vital part of the Financial Planning Association. So please join us as we continue to strengthen our community and the future of the FPA.
Location: East Meadow Lawn at the Presidio Tunnel Tops
REGISTER HERE

We are excited to be holding the Annual Bay Area Financial Planning Day back in the SF Main Public Library this year! In celebration of our wonderful pro bono community getting back in person, we will be holding a networking and pro bono training event on September 25th from 5:30pm to 7:30pm. The first 45 minutes of the event will be networking over snacks and beverages. The second half of the event will be a training session, led by our very own pro bono extraordinaire, Nasira Iqbal.

This session is approved for 1 hour of CE.  

TO REGISTER FOR THIS EVENT – https://lp.constantcontactpages.com/ev/reg/4mfrcxj

SIGN UP TO BE A VOLUNTEER – https://www.bayareafinancialplanningdays.org/volunteer

Reach out to Sydney Woodward at sydney@yebu.com with questions! 

Speaker(s): TBA

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!

Speaker(s): TBA

Speaker(s): TBA

Speaker(s): TBA