Events

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STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
29 Sep
09/29/2021    
1:00 pm - 2:00 pm
Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Finance of America Reverse Strategic Partner: The Reverse Mortgage Group Access Video Explaining [...]
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VIRTUAL CHAPTER MEETING - Medicare Mis-Steps: What to Avoid & What Your Clients Need to Know
12 Oct
10/12/2021    
3:00 pm - 4:30 pm
Speaker(s): Joanne Giardini-Russell, Medicare Nerd, Giardini Medicare Strategic Partner: The Reverse Mortgage Group Details/Register
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FPA Orange County - Tax & Financial Forum
19 Oct
10/19/2021    
9:00 am - 5:00 pm
You are invited to the Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial [...]
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Virtual San Francisco Financial Planning Day
23 Oct
10/23/2021    
9:30 am - 5:00 pm
To volunteer as a 1-on-1 planner: Volunteer Registration is OPEN: https://www.bayareafinancialplanningdays.org/volunteer/ Attendee registration: https://www.bayareafinancialplanningdays.org/ or bafpd.org
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Events on 09/29/2021
29 Sep
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
29 Sep 21
Events on 10/12/2021
12 Oct
VIRTUAL CHAPTER MEETING - Medicare Mis-Steps: What to Avoid & What Your Clients Need to Know
12 Oct 21
Events on 10/19/2021
19 Oct
FPA Orange County - Tax & Financial Forum
19 Oct 21
Events on 10/23/2021
23 Oct
Virtual San Francisco Financial Planning Day
23 Oct 21

 

May 2024

Date/Time Event
05/14/2024
3:00 pm - 4:30 pm 		FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA)
Strategic Partner: First Eagle Investment Management, Grace Holzer
Details/Register

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
09/04/2024
6:45 pm - 8:30 pm 		Join Us for Some Member Fun at a Giants Game!

Details/Register
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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