by fpasanfrancisco | Apr 28, 2015 | FPASF
Golden Gate University (GGU) has announced that noted financial planner Dr. Dave Yeske, CFP® will become the Program Director for its Financial Planning program effective May 1, 2015. Dr. Yeske has built a reputation as one of the most respected practitioners,...
by Holly Wilkerson | Apr 28, 2015 | FPASF
Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Library, Main Library @ Civic Center More details to follow soon
by fpasanfrancisco | Apr 27, 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! Tax Planning for the Gray Tsunami with Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and Head of Individual Retirement,...