Monthly Archives: May 2015

FPA Residency 2015 is Coming in October

Financial planners who are newly minted, or soon-to-be, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, can develop a solid foundation for the careers with the right experience. FPA is pleased to offer a one-of-a-kind experience for newer financial planners through FPA Residency 2015. FPA Residency 2015, to be held Oct. 2-7 at the Inverness Hotel and Conference

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FPASF e-Newsletter: June Chapter News

Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter.    Thirsty Thursday on the Peninsula – Social Mixer with CalCPA and FPA Silicon Valley June 18, 2015, 5:30 pm – 7:30 pm Location: Kingfish, Upstairs, 201 B Street, San Mateo Registration Fee: $10 members, $20 non-members

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May 12 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! Chapter Meeting: May 12, 2015 Current Health Insurance Landscape – How It Affects Individuals and Families in the Bay Area and Beyond– Speakers: Chris Acker, CLU, ChFC, CB Acker Associates Insurance Services and

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Check out the Member Discount Program Guide for May 2015

The May 2015 Member Discount Guide will be hitting mailboxes May 4-8. The guide features over 80 discounts, as well as a centerfold Practice Management article that was co-written by FPA and Fox Financial Planning Network, one of FPA’s Business Success Partners. The article – 6 Tips to Improve Client Service and Boost Profits –

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Nominations are Open for the 2016 FPA Board of Directors: Deadline July 1

The FPA Board of Directors is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. The Board is a group of dedicated, dynamic FPA members who recognize the impact that today’s decisions can have on the future. Are you interested in being part of

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