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Securities Fraud
13 May
05/13/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s):  James Park, J.D., Professor, UCLA School of Law PLEASE NOTE:  This meeting is on a TUESDAY. We will be meeting DOWNSTAIRS in the BALLROOM at [...]
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53rd Annual FPA NorCal Conference
27 May
05/27/2025 - 05/28/2025    
All Day
The Palace Hotel
The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. [...]
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FPA NexGen NorCal Reception
28 May
05/28/2025    
5:30 pm - 7:00 pm
The Palace Hotel
The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025.   You are [...]
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Events on 05/13/2025
13 May
Securities Fraud
13 May 25
San Francisco
Events on 05/27/2025
27 May
53rd Annual FPA NorCal Conference
27 May 25
San Francisco
Events on 05/28/2025
28 May
FPA NexGen NorCal Reception
28 May 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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