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12:00 AM - Far West Roundup
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Far West Roundup
07 Aug
08/07/2025 - 08/10/2025    
All Day
Location: UC Santa Cruz DETAILS/REGISTER
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Happy Hour (before the Giants game)
12 Aug
08/12/2025    
5:45 pm - 6:45 pm
Lucky Strike
The programs committee will be hosting a happy hour with food and drinks at 5:45 pm at Lucky Strike! Are you interested in volunteering to [...]
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SF Giants Vs the San Diego Padres
12 Aug
08/12/2025    
6:45 pm - 8:45 pm
Join us for a night to remember! Tickets are $32 each and the deadline to purchase is August 1st! We look forward to bringing the [...]
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New Frontiers in Equity Compensation
20 Aug
08/20/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Russell Kroeger, CFP®, Founder/CEO, Trayecto / Meredith Johnson, CPA, CFP®, Partner, Tax, Private Client Services Leader, BPM Strategic Partner: Scholarshare, James Palen DETAILS/REGISTER PLEASE [...]
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2026 Programs Committee Planning Meeting
05 Sep
09/05/2025    
12:00 pm - 2:00 pm
Newmark Conference Room
Join the Programs Committee as they plan out the programming for 2026! Have a great speaker that you think the membership should hear? Interested in [...]
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Events on 08/07/2025
07 Aug
Far West Roundup
7 Aug 25
Events on 08/12/2025
12 Aug
Happy Hour (before the Giants game)
12 Aug 25
San Francisco
12 Aug
SF Giants Vs the San Diego Padres
12 Aug 25
Events on 08/20/2025
20 Aug
New Frontiers in Equity Compensation
20 Aug 25
San Francisco
Events on 09/05/2025
05 Sep
2026 Programs Committee Planning Meeting
5 Sep 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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