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1
IN PERSON CHAPTER MEETING - It’s Time to Update Your Fixed Income Portfolio
13 Sep
09/13/2022    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panelists: Sejal Penkar, Director of Fixed Income Markets, Capital Group Janet Souk, Sr. Vice President and Assistant Portfolio Manager, Clarion Partners Moderated by: Rita Lee, [...]
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NEXGEN - Happy Hour & Practical & Tactical Branding for Financial Professionals
14 Sep
09/14/2022    
5:00 pm - 6:45 pm
Van Ness Muni Stop
Happy Hour: 5 - 5:45 pm Meeting: 5:45 - 6:45 pm Title: Practical & Tactical Branding for Financial Professionals: Simple ways to improve your brand and create [...]
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Events on 09/13/2022
13 Sep
IN PERSON CHAPTER MEETING - It’s Time to Update Your Fixed Income Portfolio
13 Sep 22
San Francisco
Events on 09/14/2022
14 Sep
NEXGEN - Happy Hour & Practical & Tactical Branding for Financial Professionals
14 Sep 22
San Francisco

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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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