Category Archives: Uncategorized

FPASF Announces Nominees for 2018 Board of Directors

2018 FPASF Board Slate

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Nominations Open for the Heart of Financial Planning Award – Due 11/30/17

The Financial Planning Association® of San Francisco is seeking nominations for our local award of the Heart of Financial Planning. Your nomination could be an FPA individual member, a financial planning firm, an associated industry professional (e.g. attorney, CPA, professor, journalist) or any other organization or individual that you believe has done extraordinary work to

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2017 Scholarship Applications Now Being Accepted! EXTENDED Deadline is December 31, 2017

Please visit http://www.fpasf.org/careers/scholarship-program/ for all of the details

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Seeking Logistics Volunteers for SF Financial Planning Day, October 28, 2017

Event Details: Date: October 28, 2017 Time: 9:00 am – 3:00 pm (Arrival time is 7:30 am) Topic(s): San Francisco Financial Planning Day Location: SF Main Public Library @ Civic Center Contact: If interested, please contact Holly Wilkerson, Executive Director, at info@fpasf.org For the event, there are five main areas where logistics volunteers are needed:

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November 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! Chapter Meeting: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions – Dr. Terrance Odean, Rudd Family Foundation Professor, Haas School of Business, University of

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