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VIRTUAL CHAPTER MEETING - Analyzing Biden's Latest "Build Back Better" Tax Proposal
11 Jan
01/11/2022    
12:00 pm - 1:30 pm
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 [...]
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STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
19 Jan
01/19/2022    
1:00 pm - 2:00 pm
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 [...]
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Events on 01/11/2022
11 Jan
VIRTUAL CHAPTER MEETING - Analyzing Biden's Latest "Build Back Better" Tax Proposal
11 Jan 22
Events on 01/19/2022
19 Jan
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
19 Jan 22

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Jul 2026

30 Jul

FPA Far West Roundup

07/30/2026 - 08/02/2026    
All Day
UC Santa Cruz
DETAILS/REGISTER
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Aug 2026

12 Aug

Estate Planning

08/12/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Details to follow soon
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Sep 2026

15 Sep

Cybersecurity

09/15/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Tate Gordinier, CA Department of Financial Protection & Innovation
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Oct 2026

24 Oct

San Francisco Financial Planning Day 2026

10/24/2026    
9:30 am - 5:00 pm
San Francisco Public Library Main Branch
MORE DETAILS HERE
More Info

Nov 2026

10 Nov

Why Clients Don't Do What You Tell Them (And What To Do About It)

11/10/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Amy Mullen, CEO, Money Quotient RESERVE YOUR SPOT NOW (more details coming soon)
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Dec 2026

08 Dec

Retirement Income Planning

12/08/2026    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker: Justin Fitzpatrick, PhD, CFA, CFP®, Income Lab
More Info

 

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