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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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STRATEGIC PARTNER WEBINAR – Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
07 Jun
06/07/2022    
1:00 pm - 2:00 pm
Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe 2 [...]
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VIRTUAL CHAPTER MEETING - A Primer on Personalized Indexing
14 Jun
06/14/2022    
3:00 pm - 4:30 pm
Speaker(s): Nitin M. Barve, CFA, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research Details/Register
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Events on 06/01/2022
01 Jun
FPA NexGen NorCal Reception
1 Jun 22
Events on 06/07/2022
07 Jun
STRATEGIC PARTNER WEBINAR – Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
7 Jun 22
Events on 06/14/2022
14 Jun
VIRTUAL CHAPTER MEETING - A Primer on Personalized Indexing
14 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
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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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