Past Events

Speaker(s): Judah Schulman, Managing Director, Product Specialist & Jason (Jay) R. Sforza Director, Structured Investments, Divisional Head of the West
Strategic Partner: Stonecrest 
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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
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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
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DEADLINE TO REGISTER – 8/15/24

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Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
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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
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Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA)
Strategic Partner: First Eagle Investment Management, Grace Holzer
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Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth
Management, Bryn Mawr Trust
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli
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