Stay informed on all of the events and opportunities to network with the Financial Planning Association of San Francisco Newsletter.
| Next Meeting At:
The City Club, 155 Sansome Street, San Francisco Tuesday, October 14, 2014 11:30 am – 1:30 pm Topic: Many Ways to Give – Emerging and Crossover Trends in Philanthropy and Mission-Based Investing
Speaker(s): Benjamin Pierce, President of Vanguard Charitable Julia Sze, Managing Director of Sonen Capital LLC Ruben D. Orduna, VP of Development & Donor Services, The San Francisco Foundation Program Description: Philanthropy has long been an integral and important part of holistic wealth management and legacy planning. According to Charity Navigator, charitable giving totaled over $350 billion in 2013 in the U.S., or about 2% of GDP. Increasingly, there are many more ways to give and do good beyond the traditional donations. Donor-advised funds have greatly increased the ease and reach of giving. Public agencies are partnering with private foundations to support social programs such as affordable housing. Click here to read the complete write up I Can’t Make It *This program has been approved by the CFP Board for 1.0 hour of CE credit.
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| Chapter News Reminder – Volunteer Registration is Still Open for Financial Planning Day
We would like to remind you that volunteer registration is open for the 5th annual Financial Planning Day in San Francisco. The event will be held on Saturday, October 25th from 9AM to 4PM at the Main branch at Civic Center of the San Francisco Public Library.Once again this year, we’re looking for volunteers who are interested in providing one-on-one counseling to individuals and families, many of whom have never had the opportunity to meet with a planner before. We also need volunteers who can speak other languages such as Spanish, Tagalog, Cantonese, and Mandarin. Please indicate any languages you speak when registering. Click here for complete details
FPA SF Committee Vice Chair Positions Board succession planning and committee continuity is very important to us, so this year we are adding a Vice Chair position for each committee. This role is perfect for those interested in being in a Board position, but want to learn more about the committee and responsibilities of the Board position well before the current Director rolls off the Board. Contact the committee’s Director for more information
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| Robo Advisor – Friend or Foe? November 13, 2014, 9:00 am – 3:00 pm CSUS Alumni Center
FPANC’s 3rd Annual Fall EXPO will specifically address the hottest topic in our industry at this time.Learnvest, Betterment, SigFig, Wealthfront – these on-line advice givers are changing the landscape of how we all do business. Sign up NOW to be sure you get the whole picture on what is really going on in Robo-LAND. You won’t want to miss this annual event that prides itself on being highly interactive, presenting controversial, cutting edge industry issues and lively conversations in the beautiful setting of the CSUS Alumni Center. Additional details can be found here |
| Upcoming Events
11:30 am – October 14, 2014 Topic: Many Ways to Give – Emerging and Crossover Trends in Philanthropy and Mission-Based Investing Speaker(s): Benjamin Pierce, President of Vanguard Charitable; Julia Sze, Managing Director of Sonen Capital LLC; Ruben D. Orduña, VP of Development & Donor Services, The San Francisco Foundation
9:00 am – October 25, 2014 Topic: Fifth Annual San Francisco Financial Planning Day Location: San Francisco Public Library – Main Branch, 100 Larkin Street, SF Details/Register
Please visit the chapter’s website for additional information on the above events and discounted programs offered by our Allied Professional Organizations. |