September 12, 2016 – 6:00 pm – 7:30 pm – Career Advice for NexGen Planners – Panel Discussion – Sabrina Lowell, CFP®, Advisor and Chief Operating Officer, Mosaic Financial Partners; Joe Harrison, CFP®, Founder and Principal, JW Harrison Financial Advisors; Michael Powsner, CFP®, CPA, PFS, Founder and Principal, Upstart Wealth Management – Golden Gate University, 536 Mission Street, Room TBD, San Francisco, CA – Details/Register
September 13, 2016 – 4:00 pm – 6:00 pm – Technology Adoption: Best Practices for Successful, Firm Wide Deployment of Your Technology Tools– Keynote Speaker & Moderator – Greg Friedman, CEO of Junxure & Private Ocean; Panelists – Steve Lockshin, CEO AdvicePeriod, Investor in Quovo, Advizr & Betterment Institutional; Patrick Beaudan, CEO Belvedere Advisors & Emotomy – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register
September 20, 2016 – 11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – College Financial Aid Demystified – Frances Fee – Larkspur Landing, 2nd Floor, Sausalito Conference Room (In front of Suite 212), 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 590 members.