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October 13, 2015 – 11:30 am – 1:30 pm – Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired Financial & Raymond Sheffield, Esq., JD, LLM, Sheffield Law Office – The City Club, 155 Sansome Street, SF – Details/Register
October 15, 2015 – 11:30 am – 1:00 pm – FWSF & FPASF Driving Economic Growth: A Discussion with Oakland Mayor Libby Schaaf and San Francisco Supervisor Katy Tang – Wells Fargo Learning Center, 333 Market Street, SF – Details/Register
October 15, 2015 – 4:30 pm – 7:30 pm – Bay Area Financial Education Foundation (BAFEF) – 9th Annual Wine Tasting Reception – Alfred’s Steakhouse, 659 Merchant Street, SF – Details/Register
October 27, 2015 – 11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – The 35% Opportunity: Engaging Clients in Philanthropy – Linda Sweeney, Director of Philanthropic Planning, Marin Community Foundation – Larkspur Landing, 2nd floor Tiburon conference room, 100 Larkspur Landing Circle, Larkspur, 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 550 members.