12
Nov
The Tax Tightrope: How to Save Your Clients Money, Respect Their Tax Professionals, and Make Everybody Happy (Panel)
Panel: Heather C. Liston, CFP®, EA, Program Director, UC Berkeley (Moderator), Sandi Bragar, CFP®, Partner, Aspiriant, Daniel Lee, CFP® , CFA, Wealth Manager, Plancorp, Lauren [...]
05
Nov
02
Nov
26
Oct
10th Annual SF Financial Planning Day
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
08
Oct
An Alternative Perspective on Retirement: Incorporating Lessons from the FIRE Movement into Your Practice
Speaker(s): Dylin Redling, Co-Founder, Retire By 45 Details/Register
24
Sep
Marin Brown Bag Lunch Meeting - Taking Planning Conversations Deeper - Leveraging Impact Investing, SRI, and ESG to Forge Enduring Client Relationships
Speaker(s): Sonya Dreizler, Founder, Solutions with Sonya Details/Register
12
Sep
Sponsored Webinar - Incorporating the Housing Asset In Retirement Income Planning
Sponsored by: Retirement Funding Solutions/Mutual of Omaha Bank/Homa Rassouli Details/Register
10
Sep
10
Sep
Investment Storytelling in the Age of Data
Speaker(s): Apollo D. Lupescu, Vice President, Dimensional Fund Advisors Details/Register
13
Aug
Evaluating Real Estate, the Misunderstood Investment
Speaker(s): Scott Fong, SIFF Investment Services Details/Register
09
Jul
09
Jul
Turning Questions on Politics into Productive Investment Dialogues
Speakers(s): Ben Phillips, CFA, Chief Investment Officer, EventShares Details/Register
14
May
14
May
Inside The Mind of An Insurance Underwriter: Helping Clients Navigate California's Current Underwriting Trends
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, [...]
24
Apr
