Past Events

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)

Speaker(s): Wade Pfau, Ph.D., CFA Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Download flier Details/Register

Speaker(s): Toussaint Bailey, Founder & CEO of Uplifting Capital Details/Register

Speaker(s): Somita Basu, Esq., Zakiya Norton, Esq., Norton Basu LLP 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 [...]

Speaker(s): Wylie Tollette, Executive Vice President, Head of Client Investment Solutions, Franklin Templeton Advisers 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 [...]

Speaker(s) Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, lead financial planning nerd for Kitces.com, director of Advanced Planning, Buckingham Wealth Partners, and lead creator and [...]

Watch Night, a day for Christians to review the year that has passed, make confessions, and then prepare for the year ahead by praying and [...]

Feast of the Holy Innocents, a Christian feast in remembrance of the massacre of young children in Bethlehem by King Herod the Great in his [...]