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Welcome to FPASF The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical standards by providing education, association, and leadership for the Bay Area financial planning community and the public it serves. Our Vision is to benefit the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. FPA is the community that fosters the value of financial planning and advances the financial planning profession.
Next Chapter Meeting
"Behind the Curtain - Understanding the Apparent Advantages and Disadvantages of Popular Life Insurance Products and Features" Tuesday, August 10, 11:30 a.m. to 1:30 p.m.
Presenter: Herb Foedisch, CFP®, CLU®, Wealth Management Advisor
of Northwestern Mutual
Program Description: Life insurance is the ultimate hedge for lifestyle, portfolio and legacy risk. Perhaps we should have a better sense for how it really works. This presentation will help you understand various product designs, their intended uses and how they are performing in the current financial environment. More Information... 1 Hour CFP CE will be available pending approval by the CFP Board. PLEASE NOTE THAT WE HAVE MOVED! All meetings of the FPA SF are now being held at: The City Club 155 Sansome, 10th Floor San Francisco, CA 94104 415.362.2480 Please click here for directions and parking information |
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