May 2022
| Date/Time | Event |
|---|---|
|
05/25/2022 2:00 pm - 4:00 pm |
VIRTUAL MEETING - ETHICS
Speaker(s): Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth |
Jun 2022
| Date/Time | Event |
|---|---|
|
06/01/2022 6:00 pm - 8:00 pm |
FPA NexGen NorCal Reception
Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor |
|
06/14/2022 3:00 pm - 4:30 pm |
IN PERSON CHAPTER MEETING - A Primer on Personalized Indexing
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Nitin M. Barve, CFA, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research |
Aug 2022
| Date/Time | Event |
|---|---|
|
08/09/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - Tax Planning for Equity Compensation, SPAC
Speaker(s): TBD |
Sep 2022
| Date/Time | Event |
|---|---|
|
09/13/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - China and Emerging Markets
Speaker(s): TBD |
Oct 2022
| Date/Time | Event |
|---|---|
|
10/11/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - Financial Therapy
Speaker(s): TBD |
Nov 2022
| Date/Time | Event |
|---|---|
|
11/08/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - TBD
Speaker(s): TBD |
Dec 2022
| Date/Time | Event |
|---|---|
|
12/13/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - The "How to" of Elder Care
Speaker(s): TBD |