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Join Us for Some Member Fun at a Giants Game!
04 Sep
09/04/2024    
6:45 pm - 8:30 pm
DEADLINE TO REGISTER - 8/15/24 DETAILS/REGISTER
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Advising Tech Wealth
10 Sep
09/10/2024    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scholarshare529, James Palen DETAILS/REGISTER
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FPA NexGen Picnic
15 Sep
09/15/2024    
11:00 am - 2:00 pm
NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We [...]
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Volunteer Networking + Pro Bono Training Event
25 Sep
09/25/2024    
5:30 pm - 7:30 pm
We are excited to be holding the Annual Bay Area Financial Planning Day back in the SF Main Public Library this year! In celebration of [...]
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Events on 09/04/2024
04 Sep
Join Us for Some Member Fun at a Giants Game!
4 Sep 24
Events on 09/10/2024
10 Sep
Advising Tech Wealth
10 Sep 24
San Francisco
Events on 09/15/2024
15 Sep
FPA NexGen Picnic
15 Sep 24
Events on 09/25/2024
25 Sep
Volunteer Networking + Pro Bono Training Event
25 Sep 24

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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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