Mar 2025
| Date/Time | Event |
|---|---|
|
03/13/2025 3:00 pm - 4:30 pm |
Balancing Innovation and Trust: AI for Financial Advisors
San Francisco Italian Athletic Club, San Francisco CA Panelists: Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI PLEASE NOTE: This meeting is on a THURSDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club. A Networking Social Mixer will follow the event. |
May 2025
| Date/Time | Event |
|---|---|
|
05/13/2025 3:00 pm - 4:30 pm |
Advanced Tax Planning
San Francisco Italian Athletic Club, San Francisco CA Details coming soon |
Aug 2025
| Date/Time | Event |
|---|---|
|
08/20/2025 3:00 pm - 4:30 pm |
New Frontiers in Equity Compensation: SAFEs, 10b5-1 Plans, and Modeling Performance Based RSUs
San Francisco Italian Athletic Club, San Francisco CA Details coming soon PLEASE NOTE: This meeting is on a WEDNESDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club. |
Sep 2025
| Date/Time | Event |
|---|---|
|
09/10/2025 3:00 pm - 4:30 pm |
Tax Planning through Entities
San Francisco Italian Athletic Club, San Francisco CA Details coming soon PLEASE NOTE: This meeting is on a WEDNESDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club. |
Oct 2025
| Date/Time | Event |
|---|---|
|
10/16/2025 3:00 pm - 4:30 pm |
Cybersecurity
San Francisco Italian Athletic Club, San Francisco CA Details coming soon PLEASE NOTE: This meeting is on a THURSDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club. |
Nov 2025
| Date/Time | Event |
|---|---|
|
11/11/2025 3:00 pm - 4:30 pm |
Scholarship and Heart of Financial Planning Award
San Francisco Italian Athletic Club, San Francisco CA More details coming soon |
Dec 2025
| Date/Time | Event |
|---|---|
|
12/09/2025 3:00 pm - 4:30 pm |
Practice Management
San Francisco Italian Athletic Club, San Francisco CA More details coming soon |
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