October 22, 2016 – 9:00 am – 4:00 pm – San Francisco Financial Planning Day – SF Main Library @ Civic Center – Financial Planner Volunteers Register Here – General Event Information – Download flyer here
November 5, 2016 – 8:00 am – 3:30 pm – 2016 SF Behavioral Finance Symposium – Golden Gate University, 536 Mission Street, San Francisco, CA – Details/Register (FPA members use code partner16 to save 35%) – Seven (7.0) CE credits are available – Download flyer here
November 8, 2016 – 9:00 am – 2:00 pm – New World of Social Security; Strategies for Managing Sequence Of Return Risk In Retirement; Cutting Edge Income Tax Planning Developments & Opportunities – Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC, RHU, REBC, CASL, Partner and Director of Research, Pinnacle Advisory Group – The City Club, 155 Sansome Street, San Francisco, CA – IN PERSON & WEBCAST Registration Information
November 10, 2016 – 8:00 am – 5:00 pm – InvestmentNews Women Adviser Summit – The Fairmont San Francisco, 950 Mason Street – Details/Register (Use Code FPA & Save $50)
November 15, 2016 – 11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – Enhancing Retirement Income by Coordinating Securities with Home Equity – Barry H. Sacks, J.D., Ph.D. – Larkspur Landing, 2nd Floor, Tiburon Conference Room (in front of suite 203), 100 Larkspur Landing, Larkspur, CA – Details/Register
Looking for a Certified Financial Planner? Choose from 1000’s of Financial Planners, all of whom adhere to FPA’s Code of Ethics. Planner Search is an online search engine created by the Financial Planning Association that allows you to search our national membership to find a CERTFIED FINANCIAL PLANNER® in your area.Go
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.