by marketingcommdir | Mar 20, 2015 | e-Newsletter
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, April 21, 2015 11:30 am – 1:30 pm Topic: Tax Planning for...
by Holly Wilkerson | Mar 18, 2015 | Meetings & Events
To Chapter Members: Use promo code AFBE15 and receive $50 off! Plus the chapter also receives a $50 rebate back to the chapter! FPA’s Annual Conference – BE Boston 2015 September 26-28, 2015 Boston Convention & Exhibition Center Boston, Massachusetts FPA’s Annual...
by fpasanfrancisco | Mar 12, 2015 | Members In the News
Chris Lakumb interviews the FPASF chapter Advocacy representative and next year’s President of FPA of California, Alice King………. You have an interesting background, Alice. I see from reading your bio, you are a former attorney. How did you get...
by fpasanfrancisco | Mar 12, 2015 | FPA SF Chapter Meetings
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Understanding Longevity Annuities and Their Potential Role in Retirement Income / The Impact of Valuation-Based Asset Allocation on Retirement...
by marketingcommdir | Mar 2, 2015 | e-Newsletter
Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a letter from one Gold Sponsors ……………. Hello FPA colleagues, In my sponsor’s speaking spot at February’s lunch meeting, I mentioned two matters that...