Past Events

Date/Time	Event
09/11/2018 4:00 pm - 5:45 pm	Succession Planning San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co. Details/Register
08/24/2018 11:30 am - 1:30 pm	Ethics Course Golden Gate University, San Francisco CA Speaker(s): Curt Weil, CFP®, Weil Capital Management GOLDEN GATE UNIVERSITY registration WEBINAR registration
08/09/2018 - 08/12/2018 All Day	29th Annual FPA Far West Roundup - SOLD OUT! UC Santa Cruz, Santa Cruz CA For more information, please visit www.fpafarwestroundup.org
08/07/2018 11:30 am - 1:30 pm	Charitable Gift Planning The City Club, San Francisco CA Speaker(s): Barry Taylor, CFP®, Integral Financial Solutions, LLC, Erik Dryburgh, Attorney and Principal, Adler & Colvin THE CITY CLUB registration FPASF is also offering simulcasts of the meeting and a remote meeting location to view the simulcast with other practitioners: WEBINAR registration (viewed in your office – webinar starts at 12:00 pm) SANTA ROSA SIMULCAST registration (in person meeting at Union Hotel in Santa Rosa, restaurant lunch is included – simulcast starts at 12:00 pm)
07/18/2018 6:00 pm - 8:30 pm	CalCPA Marin Midsummer Mixer Marin/Sonoma County, San Rafael CA Details/Register FPASF Members – Use promo code FPAMMM18 to get the member rate
07/10/2018 11:30 am - 1:30 pm	Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments The City Club, San Francisco CA Speaker(s): Preston R. Sargent, Executive Vice President, Bailard Real Estate; Michael J. Faust, CFA, Executive Vice President, Bailard Wealth Management THE CITY CLUB registration FPASF is also offering simulcasts of the meeting and remote meeting locations to view simulcasts with other practitioners: WEBINAR registration (viewed in your office – webinar starts at 12:00 pm) SAN MATEO SIMULCAST registration (in person meeting at Golub advisors boardroom, light lunch included – simulcast starts at 12:00 pm) SANTA ROSA SIMULCAST registration (in person meeting at Union Hotel in Santa Rosa, restaurant lunch is included – simulcast starts at 12:00 pm)
06/20/2018 6:00 pm - 7:30 pm	Emerging Advisors Forum - The New Section 199A Business Income Deduction for Pass-Through Businesses: Will Your Firm Qualify? Golden Gate University, San Francisco CA Speaker(s): Jim McHale, CPA/PFS, CFP^® Details/Register
05/30/2018 5:45 pm - 8:00 pm	2018 NorCal FPA NexGen Reception The Palace Hotel, San Francisco CA Details/Register
05/29/2018 - 05/30/2018 9:00 am - 6:00 pm	FPA NorCal Conference The Palace Hotel, San Francisco CA SOLD OUT!
05/22/2018 11:30 am - 1:00 pm	Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards Larkspur Landing, Larkspur CA Speaker(s): Megan Yip Details/Register
05/17/2018 5:30 pm - 8:00 pm	FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society Cigar Bar and Grill, San Francisco CA Register Here – FPASF Members – Please select the “Member” rate when registering
05/08/2018 11:30 am - 1:30 pm	The New Science of Engaging & Guiding Clients The City Club, San Francisco CA Speaker(s): Shachar Kariv, Chief Scientist of TrueProfile.com & Capital Preferences, Benjamin N. Ward Professor of Economics, University of California Berkeley THE CITY CLUB registration WEBINAR registration (begins at 12:00 pm)
05/05/2018 10:00 am - 3:00 pm	2nd Annual LGBTQ Financial Planning Day SF LGBT Center, San Francisco CA FREE but registration is required: lgbtqfinance.eventbrite.com For more information, visit horizonsfoundation.org
04/27/2018 - 04/29/2018 All Day	CP Cal Conference XIII San Mateo – Marriott Hotel, San Mateo CA Details/Register Download Brochure
04/19/2018 5:00 pm - 7:00 pm	Thirsty Thursday Social Networking Mixer Unwind after tax season with your fellow SF members and guests and enjoy an evening filled with great conversation, networking and fun! No RSVP Required

<< < 14 15 16 17 18 19 20 21 >