Events

Upcoming Events

Past Events

April 20, 2018
Amsterdam Canal Cruise – Client Appreciation
Amsterdam, The Netherlands

We are celebrating our clients with a lovely cruise through the canals of Amsterdam. What could be better?

October 3, 2017
Andrew Fisher to Present at FPA Annual Conference
Nashville, TN
September 21, 2017
Andrew Fisher to Present at CalCPA International Tax Group
San Francisco, CA
August 18, 2017
Andrew Fisher to Present at FPA of Ventura County
Camarillo, CA
August 17, 2017
Andrew Fisher to Present at FPA West LA
Santa Monica, CA
July 25, 2017
Andrew Fisher to Present at CalCPA Silicon Valley
San Jose, CA
July 19, 2017
Andrew Fisher to Present at FPA Portland
Portland, OR
July 13, 2017
Book Introduction and Happy Hour with Andrew Fisher
San Francisco, CA

Join WeWork member Andrew Fisher, author of his recent book The Cross-Border Family Wealth Guide, for a discussion of the unique financial challenges faced by foreign workers living in the U.S. International entrepreneurs in the […]

May 30, 2017
Andrew Fisher to Present at FPA NorCal Conference
San Francisco, CA
May 16, 2017
Andrew Fisher to Present to the Purposeful Planning Institute
  • Our experts share their latest research, experiences and how to increase financial intelligence to make confident, enlightened decisions.