FPA of San Francisco

13 hours ago

From the 2019 FPA Retreat Task Force:

Have you attended FPA Retreat in the past? Do you plan to attend this year? We sure hope so!

We offer the following questions to get the idea generation started:
• What do you/our members need to know or need to be able to do?
• What gaps might exist in your professional practice?
• What critical issues are we facing as a profession?
• What emerging trends should we be knowledgeable about as a profession?
• What type of personal development would help you grow professionally?
• How do you want to grow/develop as a result of attending Retreat?

Please share your ideas in the survey below! The survey closes in 11 DAYS.

noll.wufoo.com/forms/prflnua1isbqln/ ... See MoreSee Less

FPA of San Francisco

1 month ago

For any of our #FPASF friends who may be in the LA area (permanently or around this time) --- upcoming event!

October 18th - FPA of Los Angeles Jonno Agnew hosting their third annual symposium "Change is the Only Constant"

Get early bird deals if you register before Sept 1st!

www.fpala.org/monthlyMeeting.php?mName=Oct2018 ... See MoreSee Less

FPA of San Francisco

6 months ago

Have you registered for our March 13 FPASF Chapter Meeting? If not, do so now! events.r20.constantcontact.com/register/event?oeidk=a07ef27z5ez181bc9bc&llr=bqlzdklab

You don't want to miss this great topic -- Financial Life Planning in the 21st Century: Melding Theory and Practice;
Art and Science.

Elizabeth Jetton and Saundra Davis have a fantastic day planned for us.

More here:

Financial planners in the 21st century must be change agents in their clients’ lives. The roles that financial planners need to assume must expand beyond that of advisor and technical expert, to that of facilitator, advocate, listener and collaborator. This 4-part session is designed to offer context, new ideas, practical application and opportunity for reflection.

The session is based on an innovative new graduate course that Elizabeth designed and teaches, Introduction to Financial Life Planning. We will survey the landscape of theories, tools and processes that have been developing over the past 20 years while looking ahead to the demands of the future.

This half day will combine presentation with practice. We will integrate financial life planning into the entire 6-step process and have the opportunity to do exercises that can improve our impact and effectiveness in our work with clients. During and after lunch, students from the Golden Gate University course will be invited to share their experiences and learning. Saundra Davis will share her expertise in applying coaching skills to the delivery of financial planning. We will end the day by bringing it all together so that you leave with clear take-aways, learnings and a plan of action. ... See MoreSee Less

FPA of San Francisco shared Golden Gate University - Financial Planning Program's post.

7 months ago

We hope to see you there! Register now—- Find directions and parking information, if needed, and register here: events.r20.constantcontact.com/register/event?oeidk=a07ef0d16pl5f1afb43&llr=bqlzdklab ... See MoreSee Less

FPA of San Francisco

7 months ago

#NexGen Planners: Apply today to receive a scholarship to attend NexGen Gathering 2018 (June 24-26 - Santa Barbara, CA) FREE of charge! This is a phenomenal event, don't miss out on this opportunity! The deadline for submissions is January 9, 2018. Check out the details: here:https://www.onefpa.org/community/nexgen/gathering/Pages/Scholarship.aspx ... See MoreSee Less