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Member Appreciation Social Mixer
18 Jul
07/18/2024    
5:00 pm - 7:00 pm
Dawn Club
DETAILS/REGISTER
More Info
FPA of Northern California - Summer Symposium - Succession Planning
25 Jul
07/25/2024    
12:30 am - 5:00 pm
Title: 2024 Summer Symposium - SESSION 1: Topic: Boost the Value of Your Practice / SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / [...]
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Events on 07/18/2024
18 Jul
Member Appreciation Social Mixer
18 Jul 24
San Francisco
Events on 07/25/2024
25 Jul
FPA of Northern California - Summer Symposium - Succession Planning
25 Jul 24

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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)
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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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