Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter.
|Next MeetingTuesday, March 8, 2016
9:00 am – 2:00 pm The City Club, Main Dining Room, 155 Sansome Street, San Francisco
Topic: 3 Sessions – The New Social Security Rules / Surprising Medicare Rules and Costs / Tax Diversification of Retirement Income
Speaker(s): Mary Beth Franklin, CFP®, Contributing Editor, Investment News
New Social Security Rules The Bipartisan Budget Act of 2015, signed into law on November 2, changes the rules for claiming Social Security benefits. The new law eliminates the ability of most future retirees to exercise the creative claiming strategies known as “file and suspend” and “filing a restricted claim for spousal benefits” Surprising Medicare Rules and Costs
As retiree health care costs continue to rise, Medicare may become the next frontier for financial advisers. Much like Social Security has become a key element of retirement income, Medicare costs represent a growing share of retirees’ expenses. Tax-efficient Retirement Income Future retirees who have stashed the bulk of their savings in traditional retirement accounts may be in for a rude awakening. Withdrawals from traditional IRAs, 401(k)s and similar retirement accounts are fully taxable at ordinary income tax rates. Continue reading all of the write ups here
*This topic has been approved by the CFP Board for 3.0 hours of CE credit.
|Social Networking Mixer, March 16, 2016 5:00 pm – 7:00 pmJoin us for our next Wind Down Wednesday Mixer at Novela’s. Location: Novela’s, 662 Mission Street, San Francisco, CA We hope to see you there! No RSVP Required
|March 17, 2016, 4:00 pm – 6:00 pmBeyond the Obvious: Center of Influence Networking
Come celebrate St. Patrick’s Day with other advisors and centers of influence (COI). Advisors often default to networking with CPAs and estate planning attorneys. However, there are many other contacts that advisors should be ready to refer to clients – bookkeepers, professional fiduciaries, life coaches, home & estate organizers, college admission consultants – just to name a few. Continue reading here When: Thursday, March 17, 2016, 4:00 pm – 6:00 pm Where: Larkspur Landing, Main floor atrium, 100 Larkspur Landing Circle, Larkspur, CA Fee: $25 FPA Members and Center of Influence Contacts before March 10th, $35 after March 10th for all Appetizers and beverages to be provided.
|Early Bird Registration Ends March 6th!Reserve Your Spot Here!
Connect and learn with your peers with FPA Knowledge Circles
FPA Knowledge Circles are gathering places for likeminded members who want to engage in dialogue about best practices and innovations on particular topics. They provide members with a unique opportunity to hear cutting-edge thinking on specific topic areas that are of keen interest to you. Currently there are Knowledge Circles for Business Success, Estate Planning, International/Cross-Border, Investment Planning, Retirement Planning, Tax Planning and Tax Strategies, Theory in Practice (Academic/Practitioner) and Women and Finance. Learn more and join an FPA Knowledge Circle today!
Help Us Reach Our 600th Member!
The San Francisco chapter is 586 members strong and growing. Click here to learn about our membership types. Be sure to sign up using these valuable discount codes: First-time CFP members, get $200 off with code INTROFPA. First-time Allied Professional members, enter the name of a member when signing up — both you and they will receive $25 referral bonuses. Finally, member types, excluding student and faculty, can use code AUTORNW to receive $50 off for enrolling in the benefits of continued FPA membership. Help the San Francisco chapter make 2016 our biggest and best year ever!
Upcoming Media Training Sessions
Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and the profession! To sign-up for one of the scheduled FPA virtual training dates (below), simply click here to complete the registration form. You will receive a confirmation email and will receive the login details one week before the training. -Thursday, March 31, 2016, 4 to 5:30 pm ET -Thursday, June 30, 2016, 4 to 5:30 pm ET -Thursday, September 29, 2016, 4 to 5:30 pm ET -Thursday, December 15, 2016, 4 to 5:30 pm ET
9:00 am, March 8, 2016 Topic: 3 Sessions – The New Social Security Rules / Surprising Medicare Rules and Costs / Tax Diversification of Retirement Income Speaker(s): Mary Beth Franklin, CFP®, Contributing Editor, Investment News
Location: The City Club, 155 Sansome Street, San Francisco, CA Details/Register
5:00 pm, March 16, 2016 Topic: Wind Down Wednesday Social Networking Mixer Location: Novela’s, 662 Mission Street, San Francisco, CA No RSVP Required 4:00 pm, March 17, 2016 Topic: Beyond the Obvious: Center of Influence Networking Location: Larkspur Landing, Main Floor atrium, 100 Larkspur Landing Circle, Larkspur, CA Details/Register
11:30 am, April 19, 2016 Topic: Calibrate Portfolios for Accumulation & Distribution Regimes Speaker(s): TBD Location: The City Club, 155 Sansome Street, San Francisco, CA
1:30 pm, April 19, 2016 Topic: New Member Orientation Location: The City Club, 155 Sansome Street, San Francisco, CA