CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam
San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.
buff.ly/3F11hAU
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Join Us in July - Unique Approach to Values and Theme Investing
San Francisco Italian Athletic Club, San Francisco CA
Panelists: Doug Couden, CFA, Partner, Chief Information Officer, BakerAvenue Wealth
Management / Casey Sullivan, CIMA – Business Development Officer, Engine 1 / Nelli Oster, PhD, Director, ESG/SRI, Aperio
Moderator: Sheila Rabaut, CFP®, Director, BakerAvenue Wealth Management
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Have you Registered for the May Chapter Meeting? Come see us May 9th starting at 3pm and learn about Cross-Border Wealth Planning and get rewarded with a good time and CFP CE.
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Join us for On Tuesday for March's In Person Meeting:Navigating the Challenging Landscape of Elder Care
San Francisco Italian Athletic Club, San Francisco CA @3pm 3/14/23
Speakers: Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead,
Sage Eldercare Services & Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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Members of our 2022 and 2023 #FPASF Board of Directors gathered at SF Brewing on Friday 10/3 for our annual Strategic Planning Meeting. We reflected on 2020, 2021, and 2022 and planned for 2023. Our focuses are COMMITMENT, COMMUNITY, and CONTENT. We're excited going into 2023!
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Will we see you next week IN PERSON for our October #FPASF chapter meeting? Join us 10/11 at 3pm the SF Italian Athletic Club to learn about "Financial Health - It's More than Numbers" from Mariah Hudler, Financial Therapist. And stick around for happy hour!
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Past President, S. Nasira Iqbal, spreading the word about #FPASF Financial Planning Day! VIRTUAL this year on 10/29 - want to volunteer to do pro bono planning for local community members? Learn more here: buff.ly/3rD1FyG
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FPA NORCAL - Registration ends Tuesday, May 17th for the 2022 FPA NorCal Conference Live In-Person at The Palace Hotel! The conference will be held Tuesday, May 31st and Wednesday, June 1st
Join us for this year’s 50th Anniversary Conference with an amazing lineup of speakers and informative sessions. To see their topics and about the speakers, click here: www.fpanorcal.org/
We are proud to say that Michael Kitces recommends the 2022 FPA NorCal Conference as "the best overall financial planning conference."
Why attend FPA NorCal? Here's 3 reasons from Carolyn McClanahan,
one of our favorite speakers!
lnkd.in/gErTPvpX
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Advocacy Day AUGUST 23rd in Sacramento:
Hello FPA Members!
Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.
While the Legislators' intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.
The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.
We are going to Sacramento on August 23rd, 2022. This is our 10th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.
FPA of California events will comply with the current Local, State and Federal requirements.
Why is your participation important? Without you (a constituent who lives in the district) we are unable to meet with your Senator or Assemblymember. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients. These conversations will help determine the future of our profession. These meetings help us build strong relationships with elected officials and their staff. Please mark your calendar now to participate in a fun and exciting day in support of our profession.
To register for the August 23rd, 2022 Advocacy Day, please complete the online form: lnkd.in/g-zmzgqZ
Note: You will need to supply the names and contact information for your Senator and Assemblymember by August 8th. To find out who they are, here is a link to find your California elected official based on your district of residence (once on their website, click on the Contact Us tab): lnkd.in/gm_Jc4Ax
August 22nd: You are invited to join us in Sacramento on Monday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites. Click here to register to attend the dinner: lnkd.in/g6QfEm8f
Also, we have a block of rooms at a discounted rate at the Embassy Suites - available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting.
To book your hotel, please use one of the methods below. Please note that in order to get the reduced rate you will need to make your reservations by July 27, 2022, as the hotel sells out every year. Please be sure edit your hotel dates to indicate you stay from 8/22 to 8/23.
1. Use the link below: www.hilton.com/en/book/reservation/deeplink/?ctyhocn=SACESES&groupCode=CESFPA&arrivaldate=2022-08...
2. Call (916) 326-5000 and let the Front Desk Agent know you would like to make a reservation under the FPA of California discounted rate.
3. Go to: www.sacramento.embassysuites.com and make a reservation using the group/convention code: FPA.
August 23: We meet in the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol for visits with our State Senators and/or Assembly Members.
Are you new to Advocacy? Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach. You will have a team to support you.
We offer FINANCIAL SUPPORT. The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy.
Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!
Sincerely,
Catherine
Catherine Magaña
2022 President, FPA of California
Email: president@fpaca.org
Website: www.fpaca.org
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