Meeting Schedule for 2024 & 2025
Date: September 10, 2024
Time: 4:30 pm - 6:30 pm
Title: Social Networking Mixer
Location: Monk’s Cellar 240 Vernon Street, Roseville, CA
Sponsored by: JP Morgan
Register Here
Date: September 17, 2024
Title: Meet FPA NexGen at the Ball Park!
Time: 6:15 pm
Location: Sutter Health Park, 400 Ballpark Dr, West Sacramento, CA
(This is a FREE event for FPA Members. Non-members can attend with a $10 fee. Everyone will receive a FREE baseball cap upon arrival.)
Sign Up Here (register by September 13th)
Date: September 25, 2024
Title: Pro Bono Training & Networking Event for Bay Area Financial Planning Day
Time: 5:30 pm - 7:30 pm
Register HERE
Date: October 19, 2024
Time: 9:30 am - 5:00 pm
Title: Bay Area Financial Planning Day
Location: San Francisco Public Library
Register HERE to volunteer
Date: October 24, 2024
Time: 11:45 am - 4:00 pm (Symposium) & 4:30 pm - 6:30 pm (Networking Mixer), Lefty's Taproom, 5610 Elvas Avenue, Sacramento
Title: 2024 Fall Symposium - Session 1 - Estate Planning Gone Bad: Learn from Real Life Problems
Session 2 - Panel Discussion - Assisted Living – The Good, the Bad, and the Ugly
Session 3 - Protect Yourself from Fraud
Speaker(s): Keith Dunnagan, BPE Law Group; Terry Ervin, Oakmont Senior Living, Todd Goodman, First Choice Senior Placement, Katie Carruesco, Department of Financial Protection & Innovation
Moderator: Kelley Goodman, First Choice Senior Placement
Location: Oakmont Senior Living, 5301 F Street, Sacramento, CA
Details/Register
Date: January 23, 2025
Time: 1:00 pm - 5:30 pm
Title: 2025 Winter Symposium
Speaker(s): TBA
Location: Rancho Cordova City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA
Date: April 24, 2025
Time: 1:00 pm - 5:30 pm
Title: 2025 Spring Symposium
Speaker(s): TBA
Location: Maidu Community Center, 1550 Maidu Drive, Roseville, CA
Date: July 24, 2025
Time: 1:00 pm - 5:30 pm
Title: 2025 Summer Symposium
Speaker(s): TBA
Location: Maidu Community Center, 1550 Maidu Drive, Roseville, CA
Date: October 23, 2025
Time: 1:00 pm - 5:30 pm
Title: 2025 Fall Symposium
Speaker(s): TBA
Location: TBA