Financial Planning Days happen all over the Bay Area, multiple times per year, and in a variety of formats. We'd love to see you at our next event- click the below links to register!
Local Financial Planning Days:
dates Santa rosa
Santa Rosa Financial Planning Days are offered exclusively to those affected by the 2017 fires.
These are opportunities to meet with a pro-bono financial planner 1:1 for a full hour
Free Financial planning workshops from the fpa:
none scheduled at this time
May 2019 Family Wealth Forum
City & County of San Francisco Office of the Assessor-Recorder
time & date TBD