Events

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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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High Impact Tax Strategies
10 Sep
09/10/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panelists: Christopher Karachale, Hanson Bridgett (QSBS) / Tommy McCollister, Armanino Advisory (non-qualified deferred comp) / Patrick Collar, Nicholas Pension Consultants (hybrid defined benefit and defined contribution plans) [...]
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Member Appreciation Event: North Beach/Little Italy Night Group Tour
10 Sep
09/10/2025    
5:00 pm - 8:00 pm
Looking for an evening filled with iconic San Francisco charm, mouthwatering Italian flavors, and hidden local gems? Join us for our North Beach/Little Italy Night [...]
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Events on 09/05/2025
05 Sep
2026 Programs Committee Planning Meeting
5 Sep 25
San Francisco
Events on 09/10/2025
10 Sep
High Impact Tax Strategies
10 Sep 25
San Francisco
10 Sep
Member Appreciation Event: North Beach/Little Italy Night Group Tour
10 Sep 25

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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
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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
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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
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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
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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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