Date/Time | Event |
---|---|
03/12/2024 4:45 pm - 6:45 pm |
NexGen Happy Hour |
03/12/2024 3:00 pm - 4:30 pm |
Becoming Succession Ready: The Journey Before the Destination
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC |
03/12/2024 7:00 am - 3:00 pm |
FPA of CA Advocacy Day
To Attend: Details/Register To Volunteer: Pro Bono & Advocacy Week, March 13th – 21st, 2024 |
02/13/2024 3:00 pm - 4:30 pm |
What to do Before the TCJA Sunset!
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Christopher Karachale, Partner, Hanson Bridgett |
01/09/2024 3:00 pm - 4:30 pm |
2023 Fixed Income Market Review and Shaping Perspectives for 2024
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Christopher Franta, Vice President, Investment Director, Franklin Templeton Fixed Income Group |
12/12/2023 4:30 pm - 6:00 pm |
HOLIDAY RECEPTION MIXER
The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and drinks while we take a few moments to connect with our fellow chapter members and guests. We encourage you to reach out to your colleagues and friends to join in on the festivities. Let’s get together to reflect on this past year and celebrate how far we have all come throughout 2023. In an effort to extend our community’s good will, we will be hosting a virtual Toys for Tots donation drive! If you are able, we would love for you to contribute to the toy drive via this link: https://yougivegoods.com/drive/view/30376 To share this opportunity with your network, we are including a sample outreach email that was used last year by one of our board members. (thanks for sharing Kristie!) Donation Sample Email Outreach Template Community, Content, and Commitment are the themes for the new year – lets toast 2023 together and welcome in a fresh 2024! |
12/12/2023 3:00 pm - 4:30 pm |
CHAPTER MEETING - Improving the Client Experience: Best Practices in Advisor Tech
San Francisco Italian Athletic Club, San Francisco CA Panel: Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC / Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners / Jesse Pence, CFP®, Partner, Wealth Manager, Waypoint Wealth Partners |
11/14/2023 3:00 pm - 4:30 pm |
(VIRTUAL) CHAPTER MEETING - How to Talk So Your Client Will Listen and Take Action
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Saundra Davis, MSFP, APFC®, MCC, Director of Financial Planning Programs, Golden Gate University PLEASE NOTE: This meeting is no longer in person and will now be held VIRTUALLY. When you register, Zoom login information will be sent to you via a confirmation email the day before. Thank you. |
11/01/2023 5:30 pm - 7:30 pm |
DEI Kickoff Mix & Mingle
Penthouse Bar, San Francisco California |
10/21/2023 9:30 am - 5:00 pm |
SF Financial Planning Day (VIRTUAL) |
10/10/2023 3:00 pm - 4:30 pm |
CHAPTER MEETING - Supporting Clients’ Charitable Intentions
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Erinn Andrews, CEO, GiveTeam |
09/12/2023 3:00 pm - 4:30 pm |
CHAPTER MEETING - Tax Tips, Tricks, and Year-End Planning Ideas
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Mark Prendergast, MS, CPA, CFP®, CDFA®, Apella Wealth |
08/10/2023 - 08/13/2023 All Day |
FPA Far West Roundup
Location: UC Santa Cruz
|
08/08/2023 3:00 pm - 4:30 pm |
CHAPTER MEETING - Addressing Client Questions on Property/Casualty Insurance
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Kevin Panzera, CAPI, Vice President, Private Client Services, Marsh McLennan Agency Ramona Johanneson, Area Vice President, Arthur J. Gallagher Risk Management Services |
07/26/2023 6:45 pm - 9:00 pm |
SF Giants Game (Member Event) |