Past Events

27 Apr

CP Cal Conference XIII

04/27/2018 - 04/29/2018    
All Day
Details/Register Download Brochure
19 Apr

Thirsty Thursday Social Networking Mixer

04/19/2018    
5:00 pm - 7:00 pm
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

Insurance Lessons Learned From 2017 North Bay Wildfires

04/17/2018    
8:00 am - 10:00 am
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

03/13/2018    
9:00 am - 2:00 pm
Speaker(s): Elizabeth Jetton, CFP® & Saundra Davis, Sage Financial Solutions Details/Register  
06 Mar
01 Mar

Emerging Advisors & NexGen: Bebo White on Bitcoin - SOLD OUT

03/01/2018    
6:00 pm - 8:00 pm
Speaker(s): Bebo White, Visiting Professor, Computer Science, University of Hong Kong, Adjunct Professor of Integrated Systems Management, University of San Francisco Details/Register  
22 Feb
13 Feb

Tax Reform Update

02/13/2018    
8:00 am - 10:00 am
Speaker(s): Francis Sameon, CPA GOLDEN GATE UNIVERSITY registration WEBINAR registration
02 Feb

FWSF - Economic Outlook and Trends for 2018

02/02/2018    
11:30 am - 1:30 pm
Speaker(s): John C. Williams, President and Chief Executive Officer, Federal Reserve Bank of San Francisco Details/Register
25 Jan

FWSF - Create Your Best Future! Designing Your Personal Strategic Plan for 2018

01/25/2018    
5:00 pm - 7:00 pm
Speaker(s): Kristi Royse, CEO and Founder, KLR Consulting Note: FPASF Members - Select "FWSF Member" when registering for discounted member rate Details/Register
09 Jan

The State of the Market: Outlook 2018

01/09/2018    
11:30 am - 1:30 pm
Speaker(s): Jurrien Timmer, Director of Global Macro, Fidelity Global Asset Allocation Division THE CITY CLUB registration WEBINAR registration
12 Dec

Holiday Reception (Immediately following the chapter meeting)

12/12/2017    
5:30 pm - 7:30 pm
No RSVP Required Details/Register
12 Dec

To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!

12/12/2017    
4:00 pm - 5:30 pm
Topic(s): To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making! Speaker(s): Dr. Dave Yeske, CFP®, Managing [...]
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