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Upcoming Events
- CHAPTER MEETING - Supporting Clients’ Charitable Intentions - 10/10/2023 - 3:00 pm - 4:30 pm
- SF Financial Planning Day (VIRTUAL) - 10/21/2023 - 9:30 am - 5:00 pm
- DEI Kickoff Mix & Mingle - 11/01/2023 - 5:30 pm - 7:30 pm
- CHAPTER MEETING - How to Counsel our Clients to Have Financial Equity - 11/14/2023 - 3:00 pm - 4:30 pm
- CHAPTER MEETING - Financial Technology Used in Financial Planning - 12/12/2023 - 3:00 pm - 4:30 pm