Welcome to the Financial Planning Association of San Francisco

Upcoming Events

September 9, 2014 – 4:00 pm – 6:00 pm – Key Trends in Defined Benefit Plans: What Every Financial Advisor Should Know – Speaker – Andrew Ferguson, Partner at Altman & Cronin Benefit Consultants, LLC, The City Club, 155 Sansome Street, SF – Details/Register

September 9, 2014 – 6:00 pm – 7:00 pm – Member Appreciation EventThe Irish Bank, Hibernian Room, 10 Mark Lane, San Francisco, CA – Details/Register

October 14, 2014 – 11:30 am – 1:30 pm – Current Trends in Charitable Giving – Speaker – TBD – The City Club, 155 Sansome Street, SF

October 25, 2014 – 9:00 am – 4:00 pm – Fifth Annual San Francisco Financial Planning Day – SF Public Library, Main Branch – Details/Register

News & Updates

Financial planner and logistics volunteers are needed for the 5th Annual San Francisco Financial Planning Day on October 19th
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco
On Thursday, July 17th, about 20 FPA San Francisco professionals descended upon Blanc et Rouge (not to be confused with Rouge
Financial Planning Association of San Francisco Newsletter August 2014 Next Meeting At: The City Club, 155 Sansome Street, Sa
2013 FPA of San Francisco Member Perspectives on YouTube

 




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