Monthly Archives: March 2015

FPASF e-Newsletter: April 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, April 21, 2015 11:30 am – 1:30 pm Topic: Tax Planning for the Gray Tsunami Speaker(s): Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and

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FPA BE Boston 2015 Conference – Members Receive $50 Off!

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 Conference is the largest gathering of CFP® professionals featuring the best minds in financial

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Member Minute: Alice King with FPA of California

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 involved with financial planning, and ultimately the FPA? I was raised in New Orleans, and my mother

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March 10 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! Understanding Longevity Annuities and Their Potential Role in Retirement Income / The Impact of Valuation-Based Asset Allocation on Retirement Income / Future of Financial Planning in the Digital Age with speaker Michael E. Kitces  

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FPASF Sponsor Spotlight: Golden Gate University

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 might be of interest to members of the SF chapter, and I thought I’d take advantage

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