Local Chapter

Oct 2019

Date/Time Event
10/08/2019
11:00 am - 1:30 pm
An Alternative Perspective on Retirement: Incorporating Lessons from the FIRE Movement into Your Practice
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Dylin Redling, Co-Founder, Retire By 45
Details/Register

10/26/2019
9:00 am - 3:00 pm
10th Annual SF Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

For more information on the event, visit www.bayareafinancialplanningdays.org
To register to attend, visit https://www.eventbrite.com/e/san-francisco-financial-planning-day-2019-registration-65222751004

Nov 2019

Date/Time Event
11/02/2019
10:00 am - 3:00 pm
Marin Financial Planning Day
Marin Center Exhibit Hall, San Rafael CA

Click here for more information

11/12/2019
11:30 am - 1:30 pm
The Tax Tightrope: How to Save Your Clients Money, Respect Their Tax Professionals, and Make Everybody Happy (Panel)
Golden Gate University, San Francisco CA

Speaker(s): Heather Liston, CFP®, UC Berkeley (Moderator), Lauren Stansell, CFP®, Yeske Buie, Sandi Bragar, CPA, CFP®, Aspiriant

Dec 2019

Date/Time Event
12/10/2019
4:00 pm - 5:30 pm
TBD
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

12/10/2019
5:30 pm - 7:30 pm
Holiday Reception
San Francisco Italian Athletic Club, San Francisco CA

 

Click here for past events