Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter.
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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 Odean, Rudd Family Foundation Professor, Haas School of Business, University of California, Berkeley & Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie, Distinguished Adjunct Professor, Golden Gate University’s Ageno School of Business Program Description: Two well-regarded speakers in the area of behavioral finance will translate theory into practice to help you better help your clients. First, get a better understanding of the behavioral biases that lead investors and your clients to make bad financial decisions. Then learn how to translate this economic theory into practice with actionable tools you can use to help your clients make better decisions or resist the urge to make bad ones. Continue reading here
*This topic is currently under review by the CFP Board for 3.0 hours of CE credit.
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Wind Down Wednesday Social Networking Mixer
October 21, 5:00 pm – 7:00 pm 
5:00 pm – October 21, 2015
Topic: Wind Down Wednesday Social Networking Mixer
Location: Americano Restaurant & Bar, 8 Mission Street, SF (Join us on the patio outside by the Embarcadero side) No RSVP Required This is a free event for members. Please note that there is no agenda and you only pay for what you eat and drink. No RSVP required.We hope to see you there!
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Emerging Advisors Forum Meeting – Practice Acquisition and Succession Planning for Advisors, October 22, 2015, 6:00 pm – 7:00 pm
For most advisors, your business is your largest asset. It is also the investment over which you have the most control, but many professional planners lack the guidance they need to plan for their own future. Whether the goal is to grow through acquisition or simply to ensure your clients and your heirs are protected if something happens to you, this presentation will get you started. Continue reading here
Speaker: Brad Bueermann, CEO
Location: Aspirant, 50 California St, Floor 26, SF
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Marin Brown Bag Lunch Meeting – The 35% Opportunity Engaging Clients in Philanthropy, October 27, 2015, 11:30 am
In a 2013 U.S. Trust study, nearly 90% of high net worth individuals said that giving back is an essential part of their lives, but only 55% say they have had conversations about philanthropy with their advisors. This interactive discussion will focus on how to introduce and guide the philanthropic conversation with clients so that they can be strategic in their giving and you can provide a more holistic wealth management solution. Continue reading hereSpeaker: Linda Sweeney, Director of Philanthropic Planning, Marin Community Foundation
Location: Larkspur Landing, 2nd floor Tiburon conference room, 100 Larkspur Landing Circle, Larkspur, CA
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Chapter News
Deadline Approaching for FPAEB & FPASF Scholarship
2015 FPA San Francisco CFP® Scholarship Program due date for applications is November 2nd. $1,500 in scholarships is available to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program. See https://www.fpasf.org/careers/scholarship-program/ for more information.
Seeking Nominations for the Heart of Financial Planning Award
Do you know someone who does extraordinary work, contributing and giving back to the financial planning community and public through financial planning? Nominate them for the FPA of SF chapter Heart of Financial Planning award. We’re collecting nominations now! Go to https://www.fpasf.org/volunteer/heart-of-financial-planning-award/ for more information.
Save $50 on Your FPA Dues!
Sign up for auto renewal of your FPA dues and save $50! Enter promo code AUTORNW or follow the instructions on the www.onefpa.org website when you renew your membership.
Sponsor Circle
Be sure to check out our website for the Sponsor Circle page under the Sponsor tab. This page has webcasts, articles, white papers and videos selected by our sponsors which may be of interest to you. Check it out!
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Upcoming Events
5:00 pm, October 21, 2015 Topic: Wind Down Wednesday Social Networking Mixer
Location: Americano Restaurant & Bar, 8 Mission Street, SF (Join us on the patio outside by the Embarcadero side)
No RSVP Required
6:00 pm – October 22, 2015
Topic: Emerging Advisors Forum meeting – Practice Acquisition and Succession Planning for Advisors Aspirant, 50 California St, Floor 26, SF
11:30 am, October 27, 2015 Topic: Marin Brown Bag Lunch Meeting – The 35% Opportunity: Engaging Clients in Philanthropy
Speaker: Linda Sweeney, Director of Philanthropic Planning, Marin Community Foundation
Location: Larkspur Landing, 2nd floor Tiburon conference room, 100 Larkspur Landing Circle, Larkspur, CA Details/Register 9:00 am, November 7, 2015
Topic: San Francisco Financial Planning Day Location: San Francisco Public Library, Main Library @ Civic Center Registration: Attendees
Topic: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions
Speaker(s): Dr. Terrance Odean, Rudd Family Foundation Professor, Haas School of Business, University of California, Berkeley; Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie, Distinguished Adjunct Professor, Golden Gate University’s Ageno School of Business
Location: The City Club, 155 Sansome Street, SF Details/Register 4:00 pm, December 8, 2015
Topic: Advising Children of Clients
Speaker(s): Patricia M. Armstrong, Senior Director, Family Dynamics and Education, Abbot Downing & Joe Martin, Partner, Golub Group
5:30 pm, December 8, 2015
Topic: Holiday Reception
Please visit the chapter’s website for additional information on the above events. Upcoming Allied Professional events can be viewed here. |