Past Events

Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, Director, Advisor Education, Kitces.com, CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC Details/Register

Speaker(s): Shelley Giordano, Founder Academy of Home Equity in Financial Planning, University of Illinois Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register 

Panelists: Landon Loveall, CFP®, Partner, KB Financial Advisors; Sandi Bragar, CFP®, Managing Director in Planning Strategy & Research, Partner, Aspiriant; Lauren Stansell, CFP®, Partner, Senior [...]

Strategic Partner - Reverse Mortgage Funding, LLC Details/Register

Panelists: Diane Bourdo, CFP® President of the Humphrey's Group Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie Kacy Gott, CFP®, Meritas Wealth Management Details/Register

Time: 9:00 am - 12:30 pm (Student Competition) / 5:00 pm - 8:00 pm (Corporate Competition) Location: Doughtery Station Community Center, 17011 Bollinger Canyon, San [...]

Due to the recent recommendations from the SF health department regarding the coronavirus, it has been decided to CANCEL this meeting. If possible, the programs [...]

  The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton [...]

Speaker(s): Liz Laderman, Senior Outreach Economist, San Francisco Federal Reserve Bank Details/Register

Speaker(s): Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc. Details/Register

Immediately following the chapter meeting - no RSVP required

Speaker(s): Joan DiFuria, MFCC, Co-Founder, Money, Meaning & Choice Institute, Marlis Jansen, FBS, Founder, The Money Conversation, Renee Spencer, MFT, Private Practice Moderator: Joseph Kuo, Founder, [...]

This includes two days of interactive seminars, workshops, and some hands-on fun focusing on core elements of Collaboration, Communication, Courage, Challenge, Connection, and Creativity! For [...]

Speaker(s): Jim Murphy, CFP®, Director of Investments, Sheaff Brock Investment Advisors and Innovative Portfolios Details/Register