Monthly Archives: June 2015

TD Ameritrade Offers Webcast Series!

Sponsor – TD Ameritrade With the prominence of social media as part of a plan to stay in touch with existing clients and prospect for new ones, it’s time to be more proactive about your presence on LinkedIn.  Learn first-hand from LinkedIn professionals in this special three-part series dedicated entirely to LinkedIn. Thursday, June 18,

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FPASF e-Newsletter: July 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:Tuesday, July 14, 2015 (No Meeting in June) 11:30 am – 1:30 pm The City Club, 155 Sansome Street, San FranciscoTopic: Critical Tax Issues for Early Stage Company Founders and Executives Speaker(s): Steve deHaan, Managing Director, Andersen Tax

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Advance Registration Ends August 14th – FPA Annual Conference – BE Boston

Register now to attend the advanced technical conference for CFP® professionals – the FPA Annual Conference – BE Boston 2015 that will be held on September 26-28 to gain new practice management knowledge, skills and resources. The schedule is jam-packed with insightful sessions that will help attendees be more knowledgeable professionals and better business owners.

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