Events

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CHAPTER MEETING - Supporting Clients’ Charitable Intentions
10 Oct
10/10/2023    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Speaker(s): Erinn Andrews, CEO, GiveTeam Details/Register
More Info
SF Financial Planning Day (VIRTUAL)
21 Oct
10/21/2023    
9:30 am - 5:00 pm
Register to be a volunteer 
More Info
DEI Kickoff Mix & Mingle
01 Nov
11/01/2023    
5:30 pm - 7:30 pm
Penthouse Bar
Details/Register
More Info
Events on 10/10/2023
10 Oct
CHAPTER MEETING - Supporting Clients’ Charitable Intentions
10 Oct 23
San Francisco
Events on 10/21/2023
21 Oct
SF Financial Planning Day (VIRTUAL)
21 Oct 23
Events on 11/01/2023
01 Nov
DEI Kickoff Mix & Mingle
1 Nov 23
San Francisco

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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
More Info

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)
More Info

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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