Past Events

Date/Time	Event
07/26/2023 6:45 pm - 9:00 pm	SF Giants Game (Member Event) Click here to purchase tickets
07/11/2023 3:00 pm - 4:30 pm	IN PERSON MEETING - Unique Approach to Values and Theme Investing San Francisco Italian Athletic Club, San Francisco CA Panelists: Doug Couden, CFA, Partner, Chief Information Officer, BakerAvenue Wealth Management / Casey Sullivan, CIMA – Business Development Officer, Engine 1 / Nelli Oster, PhD, Director, ESG/SRI, Aperio Moderator: Sheila Rabaut, CFP®, Director, BakerAvenue Wealth Management Details/Register
05/31/2023 5:30 pm - 7:00 pm	FPA NexGen NorCal Reception Registration is FREE, but space is limited. Please RSVP by Thursday, May 25th to secure your spot. Palace Hotel, San Francisco in the French Parlor, 2nd Floor Details/Register
05/30/2023 - 05/31/2023 All Day	51st Annual FPA NorCal Conference Details/Register
05/09/2023 3:00 pm - 4:30 pm	IN PERSON MEETING - Considerations in Cross-Border Wealth Planning San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Libby Dawson, CFA, CFP®, Principal, Cerity Partners Strategic Partner: Scholarshare 529, James Palen Details/Register
03/29/2023 11:00 am - 12:00 pm	STRATEGIC PARTNER WEBINAR - New Perspectives on Roth Conversion \| Barry Sacks, J.D., Ph.D. Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register
03/14/2023 3:00 pm - 4:30 pm	IN PERSON MEETING - Navigating the Challenging Landscape of Elder Care San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead, Sage Eldercare Services / Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law Details/Register
03/13/2023 - 03/18/2023 All Day	FPA - California - Pro Bono Week Details/Register (Planner Volunteers)
03/07/2023 7:00 am - 4:00 pm	FPA - California - Advocacy Day Details/Register
02/14/2023 3:00 pm - 4:30 pm	IN PERSON MEETING - FPA SF Talks to The Auditors! San Francisco Italian Athletic Club, San Francisco CA Panelists: Thu Ta, Regulatory Counsel, Examination Program, SEC’s San Francisco Regional Office Tate Gordinier, CPA, Financial Institutions Examiner, California Department of Financial Protection & Innovation (DFPI), Broker-Dealer/Investment Advisor Division Details/Register
01/10/2023 3:00 pm - 4:30 pm	IN PERSON MEETING - Setting Investment Strategy for 2023 San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Phillip Colmar, Partner, Global Strategy Strategic Partner: Dimensional Fund Advisors, Sara Blandford Details/Register
12/13/2022 3:00 pm - 4:30 pm	IN PERSON MEETING - The Evolving Paradigm: Return to Office Policies and Considerations Panelists: Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie Joyce Franklin, CPA, CFP®, Founder, Senior Wealth Planner, JLFranklin Wealth Planning Sandi Bragar, CFP®, Chief Client Officer, Partner, Aspiriant Holiday Reception Mixer (immediately following the chapter meeting) 4:30 pm – 6:00 pm Details/Register
12/06/2022 1:00 pm - 2:00 pm	STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group Phil Walker, VP, Strategic Partnerships, Finance of America Reverse Strategic Partner: Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe 2 CFP CE credits Download flier Video on Reverse Mortgages Details/Register
11/15/2022 1:30 pm - 3:00 pm	VIRTUAL CHAPTER MEETING - Planning with Net Unrealized Appreciation Speaker(s): Jeffrey Levine, CPA/PFS, CFP^®, CWS^®, BFA^®, MSA, Lead Financial Planning Nerd, Kitces.com, Chief Planning Officer, Buckingham Wealth Partners Details/Register
11/03/2022 8:30 am - 5:15 pm	FPA Orange County - Tax & Financial Forum Download flier Register here

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