09
May
IN PERSON MEETING - Considerations in Cross-Border Wealth Planning
Speaker(s): Libby Dawson, CFA, CFP®, Principal, Cerity Partners Strategic Partner: Scholarshare 529, James Palen Details/Register
29
Mar
STRATEGIC PARTNER WEBINAR - New Perspectives on Roth Conversion | Barry Sacks, J.D., Ph.D.
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register
14
Mar
IN PERSON MEETING - Navigating the Challenging Landscape of Elder Care
Speaker(s): Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead, Sage Eldercare Services / Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law Details/Register
13
Mar
07
Mar
14
Feb
IN PERSON MEETING - FPA SF Talks to The Auditors!
Panelists: Thu Ta, Regulatory Counsel, Examination Program, SEC’s San Francisco Regional Office Tate Gordinier, CPA, Financial Institutions Examiner, California Department of Financial Protection & Innovation (DFPI), [...]
10
Jan
IN PERSON MEETING - Setting Investment Strategy for 2023
Speaker(s): Phillip Colmar, Partner, Global Strategy Strategic Partner: Dimensional Fund Advisors, Sara Blandford Details/Register
13
Dec
IN PERSON MEETING - The Evolving Paradigm: Return to Office Policies and Considerations
Panelists: Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie Joyce Franklin, CPA, CFP®, Founder, Senior Wealth Planner, JLFranklin Wealth Planning Sandi Bragar, CFP®, Chief [...]
06
Dec
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group Phil Walker, VP, Strategic Partnerships, Finance of America Reverse Strategic Partner: Strategic Partner: The Reverse Mortgage Group, [...]
15
Nov
VIRTUAL CHAPTER MEETING - Planning with Net Unrealized Appreciation
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA, Lead Financial Planning Nerd, Kitces.com, Chief Planning Officer, Buckingham Wealth Partners Details/Register
03
Nov
29
Oct
Virtual San Francisco Financial Planning Day
Public Registration - https://www.eventbrite.com/e/virtual-san-francisco-financial-planning-day-2022-registration-403579907367 Financial Planner Volunteers - https://www.bayareafinancialplanningdays.org/volunteer
11
Oct
IN PERSON CHAPTER MEETING - Financial Health - It’s More than Numbers
Speaker(s): Mariah Hudler, LCSW, MBA, Owner, Financial Therapist, Koru Financial Therapy Social Networking Mixer (immediately following the chapter meeting) 4:30 pm - 5:30 pm Details/Register [...]
04
Oct
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group Phil Walker, VP, Strategic Partnerships, Finance of America Reverse Strategic Partner: Strategic Partner: The Reverse Mortgage Group, [...]
14
Sep
NEXGEN - Happy Hour & Practical & Tactical Branding for Financial Professionals
Happy Hour: 5 - 5:45 pm Meeting: 5:45 - 6:45 pm Title: Practical & Tactical Branding for Financial Professionals: Simple ways to improve your brand and create [...]
