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|Next MeetingTuesday, February 9, 201611:30 am – 1:30 pm The City Club, Main Dining Room, 155 Sansome Street, San FranciscoTopic: Guiding Clients to Good Decisions: Discovery, Engagement, and Leverage for ProfessionalsSpeaker(s): Jeff Belkora, PhD, Associate Professor, Department of Surgery and the Philip R. Lee Institute for Health Policy Studies Program Description:Patients trust doctors to take care of their physical health. Clients trust advisors to take care of their financial health. In both cases, the professional must guide the client to good decisions. This requires the professional to discover the real client agenda; engage in decision support; and leverage resources for efficient delivery of client-centered care. A researcher in health care has developed evidence-based strategies for discovery, engagement, and leverage, and is now translating these strategies into financial services. Continue reading here
*This topic is currently under review by the CFP Board for 1.0 hour of CE credit.
|Chapter NewsHelp Us Reach Our 600th Member!The San Francisco chapter is 596 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
|Upcoming Events11:30 am, February 9, 2016 Topic: Guiding Clients to Good Decisions: Discovery, Engagement, and Leverage for Professionals Speaker(s): Jeff Belkora, PhD, Director of Decision Services, UCSF Breast Care Center, Associate Professor, Department of Surgery and the Philip R. Lee Institute for Health Policy StudiesLocation: The City Club, 155 Sansome Street, San Francisco, CA Details/Register 9:30 am, March 8, 2016 Topic: Social Security Claiming Strategies & TBD Speaker(s): Mary Beth Franklin, CFP, Contributing Editor Investment News Location: The City Club, 155 Sansome Street, San Francisco, CA