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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
27 Apr
04/27/2021    
1:00 pm - 2:00 pm
Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group & Phil Walker, VP, Finances of America Reverse Download flier [...]
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VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing
11 May
05/11/2021    
3:00 pm - 4:30 pm
Panelists: Rachel Freeman (they/them), AIFA®, Director of Investor Relations, Adasina Social Capital, Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC, Rawson Gulick, CFP®, CAIA, Wealth Advisor, Willow Creek Wealth [...]
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STRATEGIC PARTNER WEBINAR - Understanding How Different Types of Annuities Work
18 May
05/18/2021    
11:00 am - 12:00 pm
Speaker: Wade Pfau, Ph.D., CFA, RICP Download Flier Details/Register 
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STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
01 Jun
06/01/2021    
1:00 pm - 2:00 pm
Strategic Partner - Cantor Fitzgerald, John Bacigalupi Download flier Details/Register Approved for 1.0 hour of CFP and CPE credit
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Events on 04/27/2021
27 Apr
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
27 Apr 21
Events on 05/11/2021
11 May
VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing
11 May 21
Events on 05/18/2021
18 May
STRATEGIC PARTNER WEBINAR - Understanding How Different Types of Annuities Work
18 May 21
Events on 06/01/2021
01 Jun
STRATEGIC PARTNER WEBINAR - DSTs, 721s and Opportunity Zones - Tax Strategies to Address Capital Gains Tax Liability
1 Jun 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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