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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

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Jan 2026

13 Jan

2026 Market Outlook

01/13/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speakers: James Anania, Investment Strategist for the Investment Thought Leadership Team at Invesco / Michael Underhill, Co-Founder of Capital Innovations, (Sub-Adviser for Cantor Fitzgerald) DETAILS/REGISTER
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Feb 2026

11 Feb

Tax Update - What to be Aware Of

02/11/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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Mar 2026

17 Mar

Practice Management

03/17/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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Jun 2026

09 Jun

Controversial Topics in Financial Planning

06/09/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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Aug 2026

12 Aug

Estate Planning - Special Needs Planning or Non-Traditional Families

08/12/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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Sep 2026

15 Sep

Cybersecurity

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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Oct 2026

24 Oct

San Francisco Financial Planning Day 2026

10/24/2026    
9:30 am - 5:00 pm
San Francisco Public Library Main Branch
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Nov 2026

10 Nov

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

11/10/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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Dec 2026

08 Dec

Retirement Planning - Income Planning?

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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