Monthly Archives: January 2015

FPA Member Discount Guide

Check out FPA’s new Member Discount Guide – found in the February Journal of Financial Planning and available online here……….. http://www.onefpa.org/Membership/Documents/FPA_MDP_Guide.pdf The FPA has cultivated a comprehensive collection of benefits aimed to support financial professionals and their businesses at every stage of their career. More than ever, members rely on FPA to provide guidance, education, networking and

Continue Reading →

January – March 2015 Events for Northern California FPA Chapters

Check out the events for the Northern California FPA Chapters – San Francisco, East Bay and Silicon Valley January – March 2015 Events for Northern California FPA Chapters January 2015 07 FPA of the East Bay Topic: The Economic And Financial-Market Outlook Into 2015: What Next For The Post-‘Meltdown’ EconomyLocation: Round Hill Country Club, 3169

Continue Reading →

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

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. Next Meeting At:  The City Club, 155 Sansome Street, San Francisco     Tuesday, February 10, 2015 11:30 am – 1:30 pm Topic: The Resurgence of Single Stock Concentration Risk Management Speaker(s): Thomas Boczar, CEO, Intelligent Edge Advisors Elizabeth

Continue Reading →

January 13 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! January 13th Chapter Meeting: Navigating through the Changing Investment Landscape: What to Know, What to Do – Speaker – Nelli Oster, PhD, Investment Strategist, BlackRock Investment Institute- Director of Programs, Sonia Maksymiuk and

Continue Reading →

FPASF Sponsor Spotlight: RiverNorth

Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a spotlight of one of our Gold Sponsors! ….. RiverNorth Capital Management, LLC (“RiverNorth”) is a Chicago-based investment management firm founded in 2000 that specializes in opportunistic investment strategies, including the trading of closed-end funds and volatility. We focus on

Continue Reading →