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NEXGEN - Networking Social - Giants vs. Dodgers Game
03 Aug
08/03/2022    
6:45 pm - 9:15 pm
Location: Oracle Park Details/Register All welcome
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IN PERSON CHAPTER MEETING - Equity Compensation in Tumultuous Times
09 Aug
08/09/2022    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Meredith Johnson, CPA, CFP®, BPM Details/Register
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FPA Far West Roundup
11 Aug
08/11/2022 - 08/14/2022    
All Day
33rd Annual Conference UC Santa Cruz Details/Register
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Events on 08/03/2022
03 Aug
NEXGEN - Networking Social - Giants vs. Dodgers Game
3 Aug 22
Events on 08/09/2022
09 Aug
IN PERSON CHAPTER MEETING - Equity Compensation in Tumultuous Times
9 Aug 22
San Francisco
Events on 08/11/2022
11 Aug
FPA Far West Roundup
11 Aug 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
More Info

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
More Info

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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