Past Events

09 Oct

Serving Aging Clients and Their Families

10/09/2018    
8:30 am - 1:30 pm
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 [...]
11 Sep

Member Appreciation Event

Immediately following the chapter meeting No RSVP required  
11 Sep

Succession Planning

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

Ethics Course

08/24/2018    
11:30 am - 1:30 pm
Speaker(s): Curt Weil, CFP®, Weil Capital Management GOLDEN GATE UNIVERSITY registration WEBINAR registration
09 Aug

29th Annual FPA Far West Roundup - SOLD OUT!

08/09/2018 - 08/12/2018    
All Day
For more information, please visit www.fpafarwestroundup.org
07 Aug

Charitable Gift Planning

08/07/2018    
11:30 am - 1:30 pm
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 [...]
18 Jul

CalCPA Marin Midsummer Mixer

07/18/2018    
6:00 pm - 8:30 pm
Details/Register FPASF Members - Use promo code FPAMMM18 to get the member rate
10 Jul

Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments

07/10/2018    
11:30 am - 1:30 pm
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 [...]
30 May

2018 NorCal FPA NexGen Reception

05/30/2018    
5:45 pm - 8:00 pm
Details/Register
29 May

FPA NorCal Conference

05/29/2018 - 05/30/2018    
9:00 am - 6:00 pm
SOLD OUT!
22 May
17 May

FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society

05/17/2018    
5:30 pm - 8:00 pm
Register Here - FPASF Members - Please select the "Member" rate when registering
08 May

The New Science of Engaging & Guiding Clients

05/08/2018    
11:30 am - 1:30 pm
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 [...]
05 May

2nd Annual LGBTQ Financial Planning Day

05/05/2018    
10:00 am - 3:00 pm
FREE but registration is required: lgbtqfinance.eventbrite.com For more information, visit horizonsfoundation.org
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