Welcome to the Financial Planning Association of San Francisco

Upcoming Events

August 31, 2017 – 5:30 pm – 7:00 pm – Emerging Advisors Forum – The Usual Suspects – Retirement Plan Options for Your Advisory Practice – Ed Wong, Owner, Planning & Financial Advisors – Golden Gate University, 536 Mission Street, Room 5208, San Francisco, CA – Details/Register

September 12, 2017 – 4:00 pm – 6:00 pm – Cybersecurity: How to Protect Your Business – Craig Watanabe, CSCP®, AIF®, CFP®, Chief Compliance Officer, American Financial Network Advisory Services, LLC – The City Club, 155 Sansome Street, San Francisco, CA – Details/Register

September 12, 2017 – 6:00 pm – 8:00 pm – Member Appreciation Event – Taverna Aventine, 582 Washington Street, San Francisco, CA – Details

September 21, 2017 – 5:30 pm – 7:30 pm – FPA NexGen – Is Philanthropy Taboo? East Bay Networking and Practical Training for Having Charitable Conversations with Clients – Nicole Kyauk, MPA, CAP, Senior Development Officer at East Bay Community Foundation; Christine Lim, MBA, Senior Development Officer at East Bay Community Foundation – The Conference Center at East Bay Community Foundation – James Irvine Foundation Conference Center, 353 Frank H. Ogawa Plaza Oakland, CA – Details/Register

News & Updates

Please visit http://www.fpasf.org/careers/scholarship-program/ for all of the details
Event Details: Date: October 28, 2017 Time: 9:00 am – 3:00 pm (Arrival time is 7:30 am) Topic(s): San Francisco Financial Pla
Our December meeting and holiday reception was a lot of fun! Thank you all for coming out and making it a memorable evening!
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
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

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