10
Sep
Member Appreciation Event: North Beach/Little Italy Night Group Tour
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 [...]
10
Sep
High Impact Tax Strategies
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) [...]
05
Sep
2026 Programs Committee Planning Meeting
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 [...]
20
Aug
New Frontiers in Equity Compensation
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 [...]
12
Aug
SF Giants Vs the San Diego Padres
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 [...]
12
Aug
Happy Hour (before the Giants game)
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 [...]
07
Aug
26
Jun
Learn How to Golf with a PGA Coach (MEMBERS ONLY)
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 [...]
26
Jun
Happy Hour (before the golf event)
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 [...]
18
Jun
2025 FPA Regional ETHICS Webinar
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 [...]
28
May
FPA NexGen NorCal Reception
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 [...]
27
May
53rd Annual FPA NorCal Conference
The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. [...]
13
May
Securities Fraud
Speaker(s): James Park, J.D., Professor, UCLA School of Law PLEASE NOTE: This meeting is on a TUESDAY. We will be meeting DOWNSTAIRS in the BALLROOM at [...]
16
Apr
FPA NexGen Social Happy Hour
Please join us on April 16th to mingle and network with your fellow San Francisco FPA NexGen members. We will be convening at 5:30 pm [...]
13
Mar
Balancing Innovation and Trust: AI for Financial Advisors
Panelists: Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI Mark Gilbert, Co-Founder & CEO, Zocks Alex Mathe-Cathala, Co-Founder & CEO, Vega Minds Tobin Bennion, Head of Sales, Jump [...]
