Upcoming Events

February 4, 2015 – 5:30 pm – 7:30 pm – Networking Event – Financial Planning Association of SF Networking Event with CalCPA and the Financial Women of SF – Osha Thai Restaurant, 149 2nd Street, SF – Details/Register

February 10, 2015 – 11:30 am – 1:30 pm – The Resurgence of Single Stock Concentration Risk Management – Speaker(s) – Thomas Boczar, CEO, Intelligent Edge Advisors; Elizabeth Ostrander, Senior Vice President and Director, Business Development, Intelligent Edge Advisors – The City Club, SF – Details/Register

February 13, 2015 – 8:00 am – 9:30 am – CFP Board Town Hall – The City Club, SF – Download Flyer – Details/Register

Date: March 10, 2015 – 9:00 am – 2:00 pm – Understanding Longevity Annuities and Their Potential Role in Retirement Income / Impact of Valuation-Based Asset Allocation on Retirement Income / Future of Financial Planning in the Digital Age – Speaker – Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Partner, Director of Research, Pinnacle Advisory Group – The City Club, 155 Sansome Street, SF
Details/Register