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FPA of CA Advocacy Day
12 Mar
03/12/2024    
7:00 am - 3:00 pm
To Attend: Details/Register To Volunteer: Pro Bono & Advocacy Week, March 13th - 21st, 2024 Sign up HERE to volunteer
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Becoming Succession Ready: The Journey Before the Destination
12 Mar
03/12/2024    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC Strategic Partner: Key Bridge Compliance, Lauren Hein Details/Register
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NexGen Happy Hour
12 Mar
03/12/2024    
4:45 pm - 6:45 pm
Details/Register
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Mutual of Omaha Mortgage Webinar - Adaptative-Based Retirement Spending
20 Mar
03/20/2024    
11:00 am - 12:00 pm
Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management, Bryn Mawr Trust Strategic Partner: [...]
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Events on 03/12/2024
12 Mar
FPA of CA Advocacy Day
12 Mar 24
12 Mar
Becoming Succession Ready: The Journey Before the Destination
12 Mar 24
San Francisco
12 Mar
NexGen Happy Hour
12 Mar 24
Events on 03/20/2024
20 Mar
Mutual of Omaha Mortgage Webinar - Adaptative-Based Retirement Spending
20 Mar 24

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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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