Events

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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
More Info
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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Oct 2025

09 Oct

NexGen Bowling Social

10/09/2025    
6:00 pm - 8:00 pm
Lucky Strike
Strategic Partners: Mutual of Omaha Mortgage & Dimensional Fund Advisors DETAILS/REGISTER
More Info
14 Oct

WEBINAR - Homeowners Insurance Q&A

10/14/2025    
1:00 pm - 2:30 pm
Speaker(s): Ramona Johanneson, Area Vice President, Arthur J Gallagher Risk Management and Consulting DETAILS/REGISTER
More Info
15 Oct

Strategic Partner Webinar - Mutual of Omaha Mortgage

10/15/2025    
11:00 am - 12:00 pm
Topic: Digital Estate Planning: Afterlife in the Cloud Speaker: Jamie Hopkins, Esq., LLM, CFP®, ChFC®, RICP®, the CWO for Bryn Mawr Trust and CEO of [...]
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18 Oct

San Francisco Financial Planning Day

10/18/2025    
9:30 am - 5:00 pm
San Francisco Public Library Main Branch
To register as a volunteer, please visit - https://www.bayareafinancialplanningdays.org/volunteer
More Info

Nov 2025

05 Nov

From Overlooked to Optimized: Clients Real Estate in the Financial Plan

11/05/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speakers: Scott Fong, President and Founder, SIFF Investment Services; Rich Arzaga, CFP®, CCIM, The Real Estate Whisperer® Financial Planning Strategic Partner: Cantor Fitzgerald, John Bacigalupi DETAILS/REGISTER PLEASE [...]
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Dec 2025

09 Dec

Practice Management

12/09/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
More details coming 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
More Info

 

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