Past Events

Title: 2024 Summer Symposium - SESSION 1: Topic: Boost the Value of Your Practice / SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / [...]

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Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Strategic Partner: First Eagle Investment Management, Grace Holzer Details/Register

Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management, Bryn Mawr Trust Strategic Partner: [...]

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Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC Strategic Partner: Key Bridge Compliance, Lauren Hein Details/Register

To Attend: Details/Register To Volunteer: Pro Bono & Advocacy Week, March 13th - 21st, 2024 Sign up HERE to volunteer

Speaker(s): Christopher Karachale, Partner, Hanson Bridgett Details/Register

Speaker(s): Christopher Franta, Vice President, Investment Director, Franklin Templeton Fixed Income Group Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register

The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and [...]

Panel: Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC / Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners / Jesse Pence, CFP®, Partner, [...]

Speaker(s): Saundra Davis, MSFP, APFC®, MCC, Director of Financial Planning Programs, Golden Gate University Strategic Partner: MFS Investment Management, Abbie Reichenbach  Details/Register PLEASE NOTE: This [...]

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Register to be a volunteer 

Speaker(s): Erinn Andrews, CEO, GiveTeam Details/Register