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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

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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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