Welcome to the Financial Planning Association of San Francisco

Upcoming Events

July 11, 2017 – 11:30 am – 1:30 pm – Tax Planning in the Trump Era – Lawrence Pon, CPA/PFS, CFP, EA USTCP, Pon & Associates
1) THE CITY CLUB registration
2) Registration for WEBINAR VIEWED ON YOUR COMPUTER
Exciting News! Our July chapter meeting will be simulcast on the Peninsula at the office of Golub Group LLC, 1850 Gateway Drive, Suite 100, San Mateo, CA 94404. Lunch will be generously provided by the Golub Group LLC. Register below:
3) SAN MATEO WEBINAR registration (lunch provided and only 20 spaces available)

July 13, 2017 – 5:30 pm – 7:00 pm – Emerging Advisors Forum – The Comprehensive Planning Approach to Long-Term Care for Advisors – Allen Hamm, Superior LTC – Golden Gate University, 536 Mission Street, Room 4225, San Francisco, CA – Details/Register

 

News & Updates

May 30-31, 2017, The Palace Hotel, San Francisco The FPA NorCal Conference has been providing advanced educational sessions f
Dear FPASF Members: Below you will find the proposed slate for the 2017 FPASF Board of Directors. The individuals listed have
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter
Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley
2013 FPA of San Francisco Member Perspectives on YouTube





Thank You To Our Sponsors


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Silver Sponsors


 
C2 Financial Corporation FlexShares 2015