Monthly Archives: July 2014

FPA SF Thirsty Thursday Event Recap

On Thursday, July 17th, about 20 FPA San Francisco professionals descended upon Blanc et Rouge (not to be confused with Rouge et Blanc) for the latest installment of FPA SF’s “Thirsty Thursdays.”  This monthly event provides an excellent opportunity for FPA professionals to catch-up with old friends, meet new friends, and network in a casual

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FPASF e-Newsletter: August Meeting Details and Other Chapter News

Financial Planning Association of San Francisco Newsletter August 2014 Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, August 12, 2014 11:30 am – 1:30 pm Topic: Tax Issues for the Self-Employed Speakers: Bob McGrath, CPA, Tax Advisor & Krissy Rhoades, CPA, Tax Senior Manager, Burr Pilger Mayer, Inc. (BPM) Program Description:

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CFP Board Recorded Webinar: The CFP Exam: What to Expect on Exam Day

CFP Board presented a webinar to review what you can expect during the CFP® Certification Examination. A recording is below. http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/july-2014-exam Good luck on the July 18-19 exam!

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Congratulations to Sabrina Lowell: InvestmentNews 40 Under 40!

InvestmentNews announced their 40 under 40 list, and Sabrina Lowell was selected! A bit about the 40 Under 40 from the InvestmentNews site: The idea behind this inaugural InvestmentNews 40 Under 40 project was to illuminate the future of the financial advice industry by finding the top young talent in the field and sharing their

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Sign up for FPA National’s Media Training! Next Training September 4th

Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and the profession! FPA members can attend media training programs through their chapters or they can now participate in organization-wide virtual trainings that are going to be held throughout 2014. Each 90-minute media training program, conducted by FPA

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