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 |
|
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. |
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 |