Past Events

Date/Time Event
03/12/2024
4:45 pm - 6:45 pm
NexGen Happy Hour

Details/Register

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
Strategic Partner: Key Bridge Compliance, Lauren Hein
Details/Register

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
Sign up HERE to volunteer

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
Details/Register

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
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli
Details/Register

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!

Details/Register 

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
Strategic Partner: Arthur J. Gallagher & Co. Insurance Brokers of California, Inc., Ramona Johanneson
Details/Register 

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
Strategic Partner: MFS Investment Management, Abbie Reichenbach 
Details/Register

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

Details/Register

10/21/2023
9:30 am - 5:00 pm
SF Financial Planning Day (VIRTUAL)

Register to be a volunteer 

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
Details/Register

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
Details/Register

08/10/2023 - 08/13/2023
All Day
FPA Far West Roundup

Location: UC Santa Cruz
Details/Register

 

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
Details/Register

07/26/2023
6:45 pm - 9:00 pm
SF Giants Game (Member Event)

Click here to purchase tickets

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