Local Chapter

Oct 2022

Date/Time Event
10/04/2022
1:00 pm - 2:00 pm
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group
Phil Walker, VP, Strategic Partnerships, Finance of America Reverse
Strategic Partner: Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe
2 CFP CE credits
Download Flier
Video on Reverse Mortgages
Details/Register

10/11/2022
3:00 pm - 4:30 pm
IN PERSON CHAPTER MEETING - Financial Health - It’s More than Numbers

Speaker(s): Mariah Hudler, LCSW, MBA, Owner, Financial Therapist, Koru Financial Therapy
Social Networking Mixer (immediately following the chapter meeting)
4:30 pm – 5:30 pm
Details/Register

 

10/29/2022
10:00 am - 5:00 pm
Virtual San Francisco Financial Planning Day

Public Registration – https://www.eventbrite.com/e/virtual-san-francisco-financial-planning-day-2022-registration-403579907367
Financial Planner Volunteers – https://www.bayareafinancialplanningdays.org/volunteer

Nov 2022

Date/Time Event
11/15/2022
1:30 pm - 3:00 pm
VIRTUAL CHAPTER MEETING

Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA, Kitces.com
Details coming soon

Dec 2022

Date/Time Event
12/13/2022
3:00 pm - 4:30 pm
IN PERSON CHAPTER MEETING - The Evolving Paradigm: Return to Office Policies and Consider

Panelists: Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie
Joyce Franklin, CPA, CFP®, Founder, Senior Wealth Planner, JLFranklin Wealth Planning
Sandi Bragar, CFP®, Chief Client Officer, Partner, Aspiriant
Holiday Reception Mixer (immediately following the chapter meeting)
4:30 pm – 6:00 pm
Details/Register 

 

Click here for past events