Past Events

Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli DETAILS/REGISTER

Location: Spark Social SF Strategic Partners: Mutual of Omaha Mortgage, Homa Rassouli (FPASF) & Federated Hermes, Justin Levy (WIFS) DETAILS/REGISTER  

Location: California State Capitol DETAILS/REGISTER

Speaker: Lawrence K.Y. Pon CPA/PFS, CFP®, EA, USTCP, AEP Strategic Partner: The Carlyle Group, Matt Hilburn DETAILS/REGISTER

Speakers: James Anania, Investment Strategist for the Investment Thought Leadership Team at Invesco / Michael Underhill, Co-Founder of Capital Innovations, (Sub-Adviser for Cantor Fitzgerald) Strategic [...]

Speakers: Darci Smith, Owner, Roklyn Consulting / Benjamin Douglas Strategic Partner: Arthur J. Gallagher & Co. Insurance Brokers of California, Inc., Ramona Johanneson DETAILS/REGISTER  

Speakers: Scott Fong, President and Founder, SIFF Investment Services; Rich Arzaga, CFP®, CCIM, The Real Estate Whisperer® Financial Planning Strategic Partner: Cantor Fitzgerald, John Bacigalupi DETAILS/REGISTER PLEASE [...]

To register as a volunteer, please visit - https://www.bayareafinancialplanningdays.org/volunteer

Topic: Digital Estate Planning: Afterlife in the Cloud Speaker: Jamie Hopkins, Esq., LLM, CFP®, ChFC®, RICP®, the CWO for Bryn Mawr Trust and CEO of [...]

Speaker(s): Ramona Johanneson, Area Vice President, Arthur J Gallagher Risk Management and Consulting DETAILS/REGISTER

Strategic Partners: Mutual of Omaha Mortgage & Dimensional Fund Advisors DETAILS/REGISTER

Looking for an evening filled with iconic San Francisco charm, mouthwatering Italian flavors, and hidden local gems? Join us for our North Beach/Little Italy Night [...]

Panelists: Christopher Karachale, Hanson Bridgett (QSBS) / Tommy McCollister, Armanino Advisory (non-qualified deferred comp) / Patrick Collar, Nicholas Pension Consultants (hybrid defined benefit and defined contribution plans) [...]

Join the Programs Committee as they plan out the programming for 2026! Have a great speaker that you think the membership should hear? Interested in [...]

Speaker(s): Russell Kroeger, CFP®, Founder/CEO, Trayecto / Meredith Johnson, CPA, CFP®, Partner, Tax, Private Client Services Leader, BPM Strategic Partner: Scholarshare, James Palen DETAILS/REGISTER PLEASE [...]