Local Chapter

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
Details/Register (The registration fee has been discounted)

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
Details/Register

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
Details/Register

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
Details coming soon

Sep 2022

Date/Time Event
09/13/2022
3:00 pm - 4:30 pm
CHAPTER MEETING - China and Emerging Markets

Speaker(s): TBD
Details coming soon

Oct 2022

Date/Time Event
10/11/2022
3:00 pm - 4:30 pm
CHAPTER MEETING - Financial Therapy

Speaker(s): TBD
Details coming soon

Nov 2022

Date/Time Event
11/08/2022
3:00 pm - 4:30 pm
CHAPTER MEETING - TBD

Speaker(s): TBD
Details coming soon

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
Details coming soon

 

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