Past Events

NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We [...]

Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scholarshare529, James Palen DETAILS/REGISTER

DEADLINE TO REGISTER - 8/15/24 DETAILS/REGISTER

Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. DETAILS/REGISTER

SOLD OUT!

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

DETAILS/REGISTER

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: [...]

Details/Register

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 [...]