Local Chapter

Apr 2020

Date/Time Event
04/14/2020
5:00 pm - 6:30 pm
Webinar - FPA Happy Hour: Navigating through World Events as Financial Advisors

Panelists: Diane Bourdo, CFP® President of the Humphrey’s Group
Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie
Kacy Gott, CFP®, Meritas Wealth Management
Details/Register

04/16/2020
11:00 am - 12:00 pm
Partner Webinar - Help Your Clients Mitigate Sequence Risk During a Stormy Economy

Strategic Partner – Reverse Mortgage Funding, LLC
Details/Register

May 2020

Date/Time Event
05/12/2020
3:00 pm - 4:30 pm
Webinar - Planning Opportunities Right Now

Panelists: TBA

Jun 2020

Date/Time Event
06/09/2020
3:00 pm - 4:30 pm
Webinar - SECURE + CARE

Speaker(s): TBA

Aug 2020

Date/Time Event
08/11/2020
3:00 pm - 4:30 pm
Webinar - Economic Update

Speaker(s): TBA

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): TBD

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): TBD

10/24/2020
9:00 am - 3:00 pm
San Francisco Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

More details to follow as we get closer to the event date

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): TBD

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): TBD

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

 

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