Past Events

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 [...]

Join us for a night to remember! Tickets are $32 each and the deadline to purchase is August 1st! We look forward to bringing the [...]

The programs committee will be hosting a happy hour with food and drinks at 5:45 pm at Lucky Strike! Are you interested in volunteering to [...]

Location: UC Santa Cruz DETAILS/REGISTER

This exclusive event is limited to the first 28 members so please REGISTER ASAP! Flier: Download here Registration closes: Tuesday, June 24, 2025 Location: Harding [...]

The programs committee will be hosting a happy hour with food and drinks at 4:45 pm at Harding Park! Are you interested in volunteering to [...]

Presenter: Curt Weil, CFP® CE credits: 2.0 hours *A confirmation email with the Zoom information will be sent to all registrants one day before the [...]

The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025.   You are [...]