Category Archives: FPA SF Chapter Meetings

December 8 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: Family Wealth: Advising the Rising Generation – Panel: Patricia M. Armstrong, Senior Director, Family Dynamics and Education, Abbot Downing; Joe Martin, Partner Golub Group Session Coordinators: Roman Polnar and Gregory Schreiner

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FPASF Announces 2016 Board Nominees

Dear FPASF Members:     Below you will find the proposed slate of officers for the 2016 FPASF Board of Directors. The individuals listed have been nominated and the membership will be asked to vote on the proposed slate at the December 8th meeting.  Currently, the positions of Co-Director of Programs and Co-Director of NexGen are

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November 2015 – January 2016 Events for Northern California FPA Chapters

Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley FPA MONTHLY EVENT CALENDAR NOVEMBER 2015 BROUGHT TO YOU BY FPA of the East Bay www.fpaeastbay.org FPA of San Francisco www.fpasf.org FPA of Silicon Valley www.fpasv.org November 2015 – January 2016 Events for Northern California

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FPASF e-Newsletter: November 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, November 10, 2015 9:30 am – 1:30 pm The City Club, 155 Sansome Street, San Francisco Topic: Behavioral Finance: Why It Matters and How to Help Clients Make Good Financial Decisions Speaker(s):   Dr. Terrance

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October 13 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: Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired Financial – The City Club, 155 Sansome Street, SF Session Coordinators: Gretchen

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