Past Events

Date/Time	Event
11/02/2019 10:00 am - 3:00 pm	Marin Financial Planning Day Marin Center Manzanita Room, San Rafael CA Click here for more information
10/26/2019 9:00 am - 3:00 pm	10th Annual SF Financial Planning Day San Francisco Public Library Main Branch, San Francisco CA For more information on the event, visit www.bayareafinancialplanningdays.org To register to attend, visit https://www.eventbrite.com/e/san-francisco-financial-planning-day-2019-registration-65222751004
10/08/2019 11:00 am - 1:30 pm	An Alternative Perspective on Retirement: Incorporating Lessons from the FIRE Movement into Your Practice San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Dylin Redling, Co-Founder, Retire By 45 Details/Register
09/24/2019 11:30 am - 1:00 pm	Marin Brown Bag Lunch Meeting - Taking Planning Conversations Deeper - Leveraging Impact Investing, SRI, and ESG to Forge Enduring Client Relationships Larkspur Landing, Larkspur Landing CA Speaker(s): Sonya Dreizler, Founder, Solutions with Sonya Details/Register
09/12/2019 12:00 pm - 1:00 pm	Sponsored Webinar - Incorporating the Housing Asset In Retirement Income Planning Sponsored by: Retirement Funding Solutions/Mutual of Omaha Bank/Homa Rassouli Details/Register
09/10/2019 5:30 pm - 7:30 pm	Member Appreciation Event - North Beach Historical Tour with Food Details/Register
09/10/2019 3:00 pm - 5:00 pm	Investment Storytelling in the Age of Data San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Apollo D. Lupescu, Vice President, Dimensional Fund Advisors Details/Register
08/13/2019 8:00 am - 10:00 am	Evaluating Real Estate, the Misunderstood Investment Golden Gate University, San Francisco CA Speaker(s): Scott Fong, SIFF Investment Services Details/Register
07/09/2019 6:00 pm - 8:00 pm	Summer Social Mixer San Francisco Italian Athletic Club, San Francisco CA
07/09/2019 4:00 pm - 6:00 pm	Turning Questions on Politics into Productive Investment Dialogues San Francisco Italian Athletic Club, San Francisco CA Speakers(s): Ben Phillips, CFA, Chief Investment Officer, EventShares Details/Register
05/14/2019 6:00 pm - 8:00 pm	Sponsor Networking Mixer San Francisco Italian Athletic Club, San Francisco CA Details/Register
05/14/2019 4:00 pm - 6:00 pm	Inside The Mind of An Insurance Underwriter: Helping Clients Navigate California's Current Underwriting Trends San Francisco Italian Athletic Club, San Francisco CA Speaker(s):Kyle Cliff, Vice President, HUB International Insurance Services Inc.; Michelle Ortiz-Day, Business Development Manager, Chubb Personal Risk Services; James Pozzi, CFA, AVP, Regional Underwriting Manager, PURE Insurance Details/Register
04/24/2019 6:30 pm - 8:30 pm	San Francisco Mini Financial Planning Day Ortega Branch Library, San Francisco CA Visit www.bafpd.org for more information
04/24/2019 6:00 pm - 7:30 pm	FPA NexGen Welcomes Morgan Housel, The Psychology of Risk Golden Gate University, San Francisco CA Details/Register
04/17/2019 4:00 pm - 6:00 pm	Beyond the Obvious: Center of Influence Networking Larkspur Landing, Larkspur CA Details/Register

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