Monthly Archives: June 2014

SF Smart Money Hackathon

SF FPA Pro Bono and NexGen participated in the SF Smart Money Hackathon on June 6th, 7th & 8th at Impact Hub in San Francisco. Designers and Developers teamed with the Smart Money Network and Consumer Credit Counseling of San Francisco, Mission Economic Development Agency (MEDA), Kindergarten to College and San Francisco Housing Development Corporation

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NerdWallet on Redefining Online Marketing in Financial Services

On May 20th, NerdWallet’s Ask an Advisor team presented a workshop on ‘Redefining Online Marketing in Financial Services’. They provided a guide for making the most of the internet to a large group of CalCPA and FPA members in their SoMa offices. They gave their best tips on how we as financial professionals can use

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