Local Chapter

Dec 2019

Date/Time Event
12/10/2019
4:00 pm - 6:00 pm
Psychology of Money: How Conflicting Emotions Can Result in Clients Sabotaging Their Own Financial Well-Being and What to do About it
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Joan DiFuria, MFCC, Co-Founder, Money, Meaning & Choice Institute, Marlis Jansen, FBS, Founder, The Money Conversation, Renee Spencer, MFT, Private Practice
Moderator: Joseph Kuo, Founder, Abundance Wealth Planning, Co-Chair, FPASF Programs Committee

Details/Register

12/10/2019
6:00 pm - 8:00 pm
Holiday Reception
San Francisco Italian Athletic Club, San Francisco CA

Immediately following the chapter meeting – no RSVP required

Jan 2020

Date/Time Event
01/14/2020
4:00 pm - 6:00 pm
Global Market Outlook
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc.
Details/Register

Feb 2020

Date/Time Event
02/11/2020
10:00 am - 12:00 pm
SF Federal Reserve
Golden Gate University, San Francisco CA

Speaker(s): Liz Laderman, SF Federal Reserve

Mar 2020

Date/Time Event
03/10/2020
2:00 pm - 6:00 pm
TBD
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Paul Veradittakit, Pantera Capital, Bitwise, Rachel Caldwell, Sumit Mehta

03/10/2020
6:00 pm - 8:00 pm
Social Networking Mixer
San Francisco Italian Athletic Club, San Francisco CA

May 2020

Date/Time Event
05/12/2020
10:00 am - 12:00 pm
Planning for Diminished Capacity, Dying
Golden Gate University, San Francisco CA

Speaker(s): Jim McCabe

Jul 2020

Date/Time Event
07/14/2020
10:00 am - 12:00 pm
Planning for Unmarried/Remarried Couples
Golden Gate University, San Francisco CA

Speaker(s): Ron Peoples, Fred Hertz, Deborah Kinney, Beth

Sep 2020

Date/Time Event
09/08/2020
4:00 pm - 6:00 pm
Learnings From Recent IPOs in 2019
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Meredith Johnson, Annette, (Powsner), etc.

09/08/2020
6:00 pm - 8:00 pm
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA

Oct 2020

Date/Time Event
10/13/2020
2:00 pm - 6:00 pm
Social Security/Medicare
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Mary Beth Franklin, Investment News

Nov 2020

Date/Time Event
11/10/2020
10:00 am - 12:00 pm
Buying and Selling Your Financial Advisory Practice: Value Trends and an M&A Update
Golden Gate University, San Francisco CA

Speaker(s): FP Transitions / LiveOaks

Dec 2020

Date/Time Event
12/08/2020
4:00 pm - 6:00 pm
Transition into Retirement
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Jon Guyton

12/08/2020
6:00 pm - 8:00 pm
Holiday Reception
San Francisco Italian Athletic Club, San Francisco CA

 

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