10
Jul
Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments
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 [...]
20
Jun
Emerging Advisors Forum - The New Section 199A Business Income Deduction for Pass-Through Businesses: Will Your Firm Qualify?
Speaker(s): Jim McHale, CPA/PFS, CFP® Details/Register
30
May
29
May
22
May
Marin Brown Bag Lunch Meeting - Digital Asset Estate Planning: Risks & Rewards
Speaker(s): Megan Yip Details/Register
17
May
FWSF - Spring Networking Mixer with Cal CPAs, Financial Planners Association and CFA Society
Register Here - FPASF Members - Please select the "Member" rate when registering
08
May
The New Science of Engaging & Guiding Clients
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
FREE but registration is required: lgbtqfinance.eventbrite.com For more information, visit horizonsfoundation.org
27
Apr
19
Apr
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
19
Apr
17
Apr
FWSF - The Art of Allyship: How Leaders Create Inclusive Cultures by Calling Others In
Speaker(s): Pamela Hopkins, PhD Details/Register
17
Apr
Insurance Lessons Learned From 2017 North Bay Wildfires
Speaker(s): Brian Trouette, Insurance Specialist for High Net Worth Clients,Trouette Insurance Agency, LLC; Amy Bach, Attorney and Executive Director, United Policy Holders GOLDEN GATE UNIVERSITY [...]
13
Mar
Financial Life Planning in the 21st Century: Melding Theory and Practice; Art and Science
Speaker(s): Elizabeth Jetton, CFP® & Saundra Davis, Sage Financial Solutions Details/Register
06
Mar
