August 31, 2017 – 5:30 pm – 7:00 pm – Emerging Advisors Forum – The Usual Suspects – Retirement Plan Options for Your Advisory Practice – Ed Wong, Owner, Planning & Financial Advisors – Golden Gate University, 536 Mission Street, Room 5208, San Francisco, CA – Details/Register
September 12, 2017 – 4:00 pm – 6:00 pm – Cybersecurity: How to Protect Your Business – Craig Watanabe, CSCP®, AIF®, CFP®, Chief Compliance Officer, American Financial Network Advisory Services, LLC – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register
September 12, 2017 – 6:00 pm – 8:00 pm – Member Appreciation Event – Taverna Aventine, 582 Washington Street, San Francisco, CA – Details
September 21, 2017 – 5:30 pm – 7:30 pm – FPA NexGen – Is Philanthropy Taboo? East Bay Networking and Practical Training for Having Charitable Conversations with Clients – Nicole Kyauk, MPA, CAP, Senior Development Officer at East Bay Community Foundation; Christine Lim, MBA, Senior Development Officer at East Bay Community Foundation – The Conference Center at East Bay Community Foundation – James Irvine Foundation Conference Center, 353 Frank H. Ogawa Plaza Oakland, CA – Details/Register
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The Financial Planning Association (FPA®) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals dedicated to advancing the financial planning process. FPA of San Francisco is a dynamic association with over 590 members.