Monthly Archives: November 2014

Holiday Reception – 6:00 pm – 8:00 pm (Immediately Following the Above Chapter Meeting)

Come spend a fun evening mixing and mingling with members and guests while you dine on hors d’oeuvres and drinks! We hope you can join us! Special Announcement: Cheers! The SF-Pro Bono Committee would like to salute members who have participated in a SF-Pro Bono event in 2014. Can we buy you a drink at

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

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. A Message from the President Regarding December’s Meeting FPA of San Francisco has a rich tradition in shaping the financial planning industry. Our members have been actively involved in contributing to both the growth and recognition of

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Heart of Financial Planning Award – call for nominees

Submit your nominations of an FPA SF member for the Heart of Financial Planning Award. The nomination window closes 11/30/14…….. As we all know, our financial planning community is full of people doing extraordinary work that has a positive impact on society. Once a year, the FPA’s San Francisco chapter chooses to recognize an individual who

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November 11 Chapter Meeting Announcements

Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Announcements Save the Date! FPA NorCal is May 26th and 27th.  The NorCal Conference registration opens December 1st. Early Bird registration could save you $100. Go to http://www.fpanorcal.org/ for more information. Upcoming Events

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FPASF Sponsor Spotlight: Voya

Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a spotlight of one of our Gold Sponsors! ….. Voya Investment Management (formerly ING Investment Management) is a $214B US based asset manager, with Investment Expertise in Fixed Income, Equity (both fundamental & rules-based), Senior Loans, Private Equity Secondaries, and

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