Events

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29 Apr
04/29/2026    
5:30 pm - 7:00 pm
DETAILS/REGISTER
20 May
05/20/2026    
5:30 pm - 7:00 pm
DETAILS/REGISTER (Members Only)  
27 May
05/27/2026    
5:30 pm - 7:00 pm
Please RSVP by Wednesday, May 6th. Registration is free, but space is limited. We look forward to seeing you there! DETAILS/REGISTER
Events on 04/29/2026
29 Apr
Events on 05/20/2026
Events on 05/27/2026
27 May

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May 2026

20 May

Learn How to Golf with a PGA Coach

05/20/2026    
5:30 pm - 7:00 pm
DETAILS/REGISTER (Members Only)  
27 May

NexGen NorCal Reception

05/27/2026    
5:30 pm - 7:00 pm
Please RSVP by Wednesday, May 6th. Registration is free, but space is limited. We look forward to seeing you there! DETAILS/REGISTER

Jun 2026

09 Jun

How Advisors Are (and Aren’t) Leveraging Alts

Panel: Nicole Tannenbaum, Partner & CIO, Chequers Financial Management Stacey Chin, MA, CFP®, ChFC® CIO and Private Wealth Advisor, Treehouse Wealth Advisors Ken Frier, CFA, [...]

Jul 2026

09 Jul

SF Giants vs Colorado Rockies Game

07/09/2026    
6:45 pm - 9:00 pm
Our group will be in the Press Club which is a semi-private area with access to the club level and field club lounge. Tickets are $40 [...]
30 Jul

FPA Far West Roundup

07/30/2026 - 08/02/2026    
All Day
DETAILS/REGISTER

Aug 2026

12 Aug

Estate Planning

Details to follow soon

Sep 2026

15 Sep

Cybersecurity

Speaker: Tate Gordinier, CA Department of Financial Protection & Innovation

Oct 2026

Nov 2026

10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

Speaker: Amy Mullen, CEO, Money Quotient RESERVE YOUR SPOT NOW (more details coming soon)

Dec 2026

08 Dec

Retirement Income Planning

Speaker: Justin Fitzpatrick, PhD, CFA, CFP®, Income Lab

 

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