Past Events

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, [...]

Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA, Lead Financial Planning Nerd,  Kitces.com, Chief Planning Officer, Buckingham Wealth Partners Details/Register

Download flier Register here

Public Registration - https://www.eventbrite.com/e/virtual-san-francisco-financial-planning-day-2022-registration-403579907367 Financial Planner Volunteers - https://www.bayareafinancialplanningdays.org/volunteer

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 [...]

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, [...]

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 [...]

Panelists: Sejal Penkar, Director of Fixed Income Markets, Capital Group Janet Souk, Sr. Vice President and Assistant Portfolio Manager, Clarion Partners Moderated by: Rita Lee, [...]

33rd Annual Conference UC Santa Cruz Details/Register

Speaker(s): Meredith Johnson, CPA, CFP®, BPM Details/Register

Location: Oracle Park Details/Register All welcome

Speaker(s): Nitin M. Barve, CFA, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research Details/Register

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe 2 [...]

Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor Details/Register

Speaker(s): Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth Details/Register (The registration fee has been discounted)