Events

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2026 Programs Committee Planning Meeting
05 Sep
09/05/2025    
12:00 pm - 2:00 pm
Newmark Conference Room
Join the Programs Committee as they plan out the programming for 2026! Have a great speaker that you think the membership should hear? Interested in [...]
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High Impact Tax Strategies
10 Sep
09/10/2025    
3:00 pm - 4:30 pm
San Francisco Italian Athletic Club
Panelists: Christopher Karachale, Hanson Bridgett (QSBS) / Tommy McCollister, Armanino Advisory (non-qualified deferred comp) / Patrick Collar, Nicholas Pension Consultants (hybrid defined benefit and defined contribution plans) [...]
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Member Appreciation Event: North Beach/Little Italy Night Group Tour
10 Sep
09/10/2025    
5:00 pm - 8:00 pm
Looking for an evening filled with iconic San Francisco charm, mouthwatering Italian flavors, and hidden local gems? Join us for our North Beach/Little Italy Night [...]
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Events on 09/05/2025
05 Sep
2026 Programs Committee Planning Meeting
5 Sep 25
San Francisco
Events on 09/10/2025
10 Sep
High Impact Tax Strategies
10 Sep 25
San Francisco
10 Sep
Member Appreciation Event: North Beach/Little Italy Night Group Tour
10 Sep 25

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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
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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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