by fpasanfrancisco | Jul 23, 2014 | Meetings & Events
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...
by fpasanfrancisco | Jul 17, 2014 | e-Newsletter
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...
by fpasanfrancisco | Jul 10, 2014 | Member Resources
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...
by fpasanfrancisco | Jul 10, 2014 | Members In the News
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 fpasanfrancisco | Jul 10, 2014 | Member Resources
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...
