Past Events

Now that we’re back from the holidays, it’s the perfect time to reconnect with old friends and colleagues. We’re excited to host our next event at Spark Social in Mission Bay, featuring a bonfire with s’more and spiced wine. So come here early to find the perfect spot around the fire. Hope to see you there! 

Spark Social is a community gathering space located in the heart of Mission Bay. It features over 10 food trucks and a beer and wine garden.

The event cost is $10. Attendees will receive $20 worth of tickets which can be used to purchase food and beverages. The tickets will be provided during check in.

REGISTER HERE

Speaker(s): Gabriela Santos, Chief Market Strategist of the Americas, J.P, Morgan Asset Management
REGISTER HERE

Speaker(s): TBA

FPA San Francisco and FPA East Bay Chapters Present an Exceptional Education Session and Holiday Networking Event

Speaker(s): Dan Allison, Founder and CEO of the Feedback Marketing Group, Advisor Development Community, and The Exchange Advisor Development Platform.
Meeting Strategic Partner: FPA San Francisco – Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
Meeting Strategic Partner: FPA East Bay – Pimco

Agenda:
3:00 – 3:15 pm – Networking
3:15 – 3:30 pm — Chapter Announcements & Strategic Partner Acknowledgements (Gallagher and PIMCO)
3:30 – 5:00 pm – Speaker’s Presentation
5:00 pm – Final Comments
5:00 pm – Holiday Networking Event
6:00 pm – Event Concludes

DETAILS/REGISTER

Speaker(s): Judah Schulman, Managing Director, Product Specialist & Jason (Jay) R. Sforza Director, Structured Investments, Divisional Head of the West
Strategic Partner: Stonecrest 
DETAILS/REGISTER

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here –  https://www.bayareafinancialplanningdays.org/volunteer

Reach out to Sydney Woodward at sydney@yebu.com with questions!

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here –  https://www.bayareafinancialplanningdays.org/volunteer

Reach out to Sydney Woodward at sydney@yebu.com with questions!

Speaker: Krystalynn Schlegel, CLU®, ChFC®, CLTC®, AEP®, Partner, MG Schlegel and Associates
Strategic Partner: Stonecrest
Details/Register

We are excited to be holding the Annual Bay Area Financial Planning Day back in the SF Main Public Library this year! In celebration of our wonderful pro bono community getting back in person, we will be holding a networking and pro bono training event on September 25th from 5:30pm to 7:30pm. The first 45 minutes of the event will be networking over snacks and beverages. The second half of the event will be a training session, led by our very own pro bono extraordinaire, Nasira Iqbal.

This session is approved for 1 hour of CE.  

TO REGISTER FOR THIS EVENT – https://lp.constantcontactpages.com/ev/reg/4mfrcxj

SIGN UP TO BE A VOLUNTEER – https://www.bayareafinancialplanningdays.org/volunteer

Reach out to Sydney Woodward at sydney@yebu.com with questions! 

NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We have reserved space at the Presidio Tunnel Tops where we will be playing lawn games and networking with fellow NexGen FPA members. The NexGen Community, whether you are just starting your working career or you are a career changer, is a vital part of the Financial Planning Association. So please join us as we continue to strengthen our community and the future of the FPA.
Location: East Meadow Lawn at the Presidio Tunnel Tops
REGISTER HERE

Speaker(s): Michael Yoder, Founder, Yoder Wealth Management
Strategic Partner: Scholarshare529, James Palen
DETAILS/REGISTER

DEADLINE TO REGISTER – 8/15/24

DETAILS/REGISTER

Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
DETAILS/REGISTER

SOLD OUT!

Title: 2024 Summer Symposium – SESSION 1: Topic: Boost the Value of Your Practice /
SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / SESSION 3: Deal Structures That Work
Speakers: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank / Moderator: Landon Tymochko, MBA, CFP®, CPWA®, AIF / Panelists: Dr. Chase Armer, CFP®, CFA®, EA, President, Planned Solutions (additional panelists to be announced soon)
Location: Franklin Templeton Investments, 3344 Quality Drive, Rancho Cordova, CA
Details/Register