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From Overlooked to Optimized: Clients Real Estate in the Financial Plan
05 Nov
11/05/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speakers: Scott Fong, President and Founder, SIFF Investment Services; Rich Arzaga, CFP®, CCIM, The Real Estate Whisperer® Financial Planning Strategic Partner: Cantor Fitzgerald, John Bacigalupi DETAILS/REGISTER PLEASE [...]
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Events on 11/05/2025
05 Nov
From Overlooked to Optimized: Clients Real Estate in the Financial Plan
5 Nov 25
San Francisco

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Dec 2025

09 Dec

Succession Planning & Holiday Networking Mixer

12/09/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speakers: Darci Smith, Owner, Roklyn Consulting / Benjamin Douglas Strategic Partner: Arthur J. Gallagher & Co. Insurance Brokers of California, Inc., Ramona Johanneson DETAILS/REGISTER  
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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 Sub-Adviser 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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