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Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE
02 Mar
03/02/2021    
4:00 pm - 5:00 pm
Strategic Partner: Cantor Fitzgerald Details/Register 
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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
09 Mar
03/09/2021    
1:00 pm - 2:00 pm
Strategic Partner: The Reverse Mortgage Group  Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group Details/Register 2.0 CFP CE Hours [...]
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VIRTUAL CHAPTER MEETING - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
09 Mar
03/09/2021    
3:00 pm - 4:30 pm
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and [...]
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Events on 03/02/2021
02 Mar
Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE
2 Mar 21
Events on 03/09/2021
09 Mar
Strategic Partner Webinar - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
9 Mar 21
09 Mar
VIRTUAL CHAPTER MEETING - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
9 Mar 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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