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IN PERSON CHAPTER MEETING - Expanding Humanity in the Wealth Management Workspace
10 May
05/10/2022    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Toussaint Bailey, Founder & CEO of Uplifting Capital Details/Register
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CANCELLED - IN PERSON - Member Appreciation Networking Event
10 May
05/10/2022    
4:30 pm - 6:30 pm
San Francisco Italian Athletic Club
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STRATEGIC PARTNER WEBINAR - Fitting Home Equity into a Retirement Income Strategy
18 May
05/18/2022    
11:00 am - 12:00 pm
Speaker(s): Wade Pfau, Ph.D., CFA Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Download flier Details/Register
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VIRTUAL MEETING - ETHICS
25 May
05/25/2022    
2:00 pm - 4:00 pm
Speaker(s): Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register (The registration fee has been discounted)
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FPA NexGen NorCal Reception
01 Jun
06/01/2022    
6:00 pm - 8:00 pm
Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor Details/Register
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Events on 05/10/2022
10 May
IN PERSON CHAPTER MEETING - Expanding Humanity in the Wealth Management Workspace
10 May 22
San Francisco
10 May
CANCELLED - IN PERSON - Member Appreciation Networking Event
10 May 22
San Francisco
Events on 05/18/2022
18 May
STRATEGIC PARTNER WEBINAR - Fitting Home Equity into a Retirement Income Strategy
18 May 22
Events on 05/25/2022
25 May
VIRTUAL MEETING - ETHICS
25 May 22
Events on 06/01/2022
01 Jun
FPA NexGen NorCal Reception
1 Jun 22

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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
More Info

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
More Info

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
More Info

 

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