Past Events

Speaker(s): Cristina Collazo, US Department of Labor, Employee Benefits Security Administration; Eric J. Sharp, QPFC, CRPS, AIF, VP Marketing, PenSys, Inc. (A Division of Ascensus); [...]

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Speaker(s): Amy Grossman, J.D., Vice President, Complex Assets Group, Fidelity Charitable Details/Register

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Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc. Adriana Alex, MAG, CAC, Sage Eldercare Elizabeth Krivatsy, Esq., Law Offices of Elizabeth Krivatsy, APC [...]

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Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co. Details/Register    

Speaker(s): Curt Weil, CFP®, Weil Capital Management GOLDEN GATE UNIVERSITY registration WEBINAR registration

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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 [...]

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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 [...]

Speaker(s): Jim McHale, CPA/PFS, CFP® Details/Register

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