Emerging Advisors
The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice.
NexGen
NexGen (Next Generation) consists of members, typically under age 36, dedicated to leading and building the future of the Financial Planning profession.
Pro Bono
Making a difference in people’s lives by promoting financial literacy and providing individual, quality, financial advice for at-risk and underserved communities.
Advocacy
Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.
Upcoming Events
| Date/Time | Event |
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06/09/2020 3:00 pm - 4:30 pm |
Webinar - How the SECURE Act Changes Retirement (and Other) Planning
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, Director, Advisor Education, Kitces.com, CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC |
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08/11/2020 3:00 pm - 4:30 pm |
Webinar - Economic Update
Speaker(s): TBA |
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09/08/2020 4:00 pm - 6:00 pm |
Learnings From Recent IPOs in 2019
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBD |
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09/08/2020 6:00 pm - 8:00 pm |
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA |
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10/13/2020 2:00 pm - 6:00 pm |
Social Security/Medicare
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBD |
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Upcoming Strategic Partner (SP) webinar! 5/19/20 11:30-12:30PT "Incorporating the Housing Asset in Retirement Planning" w/Shelley Giordano brought to you by our Platinum SP Mutual of Omaha Mortgage Homa (Nadjafi) Rassouli- HECM Reverse Mortgage Specialist Register NOW: buff.ly/3dV7sHd more about Homa here: buff.ly/3cPnHFi
Our next virtual #FPASF chapter meeting will be held next week on Tuesday, May 12th from 3-4:30pm PT on Zoom. REGISTER HERE -- events.r20.constantcontact.com/register/event?oeidk=a07eh1td9xyaae21e9c&llr=bqlzdklab
Financial Planning in the Time of Coronavirus: Making Lemonade Out of Lemons
Panelists:
-Landon Loveall, CFP®, Partner, KB Financial Advisors
-Sandi Bragar, CFP®, Managing Director in Planning Strategy & Research, Partner, Aspiriant
-Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie
Thank You to Our Meeting Strategic Partner: Litman Gregory
World events, market upheaval, crisis: These can be times of great stress and also times of great opportunities. During this period of great uncertainty, how do we help safeguard clients and take advantage of new opportunities while setting up clients for success in the future? Join our distinguished panel of experienced advisors as they share what planning opportunities they are working on and what pitfalls they are working to avoid.
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
*Webinar login information will be sent prior to the meeting.
REGISTER HERE -- events.r20.constantcontact.com/register/event?oeidk=a07eh1td9xyaae21e9c&llr=bqlzdklab
5-12-20 - Financial Planning in the Time of Coronavirus: Making Lemonade Out of
events.r20.constantcontact.com
We had a great first meeting of 2020 San Francisco Italian Athletic Club! Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies from Charles Schwab Investment Management shared his Global Market Outlook with a Behavioral Finance Perspective.
Thank you to our Platinum Strategic Partner for this meeting: Mutual of Omaha Mortgage and Homa Rassouli at Mutual of Omaha Mortgage - Reverse!
Have you registered for our chapter meeting next week? An Alternative Perspective on Retirement: Incorporating Lessons from the FIRE Movement into Your Practice
Speaker(s): Dylin Redling, Co-Founder, Retire by 45
Don't miss out - register now! We'll see you on Tuesday 10/8 at San Francisco Italian Athletic Club at 11am.
events.r20.constantcontact.com/register/event?oeidk=a07eglfcdyg3c7b19bd&llr=bqlzdklab
10-8-19 - An Alternative Perspective on Retirement
events.r20.constantcontact.com
Our 2019 FPA of San Francisco President, Kate Wilusz, and 2020 President, Nasira Iqbal, share where the chapter has been and where the chapter is going. Tune in to hear about some recent updates and an outlook for the future of our meetings and events. Thank you for being a member of our chapter! We look forward to seeing you soon.
Our next #FPASF chapter mtg: 7/9/19 "Turning Questions on Politics into Productive Investment Dialogues" with @BenPhillipsCFA 4-6pm. Join us immediately after this great session for our Summer Social Mixer (6-8pm). Both events will be held San Francisco Italian Athletic Club - register now! www.fpasf.org/fpaevents/local-chapter/
We hope you will join us for the First FPA Bay Area NexGen Retreat in August! This one-day event will be packed with educational content and networking opportunities designed for the next generation of advisers.
This event is part of our expanding lineup of NexGen and Emerging Advisors programming. We are working hard to provide FPA Bay Area members with valuable education and professional development programs. An important objective of the chapter is to increase networking opportunities among the generations, which is why we have added networking happy hours, speed mentoring and days of service to the list of chapter events. We also want to provide the opportunity for NexGen planners to meet together and share their successes and challenges in a comfortable setting surrounded by their peers.
Learn more and register here: www.eventbrite.com/e/2019-fpa-bay-area-nexgen-retreat-tickets-62236464942
2019 FPA Bay Area NexGen Retreat!
www.eventbrite.com
The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.
Member Benefits
The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process.
About the FPA
The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.
News & Updates
March 10th Meeting – CANCELLED Due to the Coronavirus
FPASF Announces the 2020 Board Nominees
Below you will find the proposed slate for the 2020 FPASF Board of Directors. The individuals listed have been nominated and the membership will be asked to vote on the proposed slate at the December 10th meeting. In compliance with the Chapter Bylaws, additional...
A Great Article – FPASF Volunteers Help California Fire Victims
The wildfires burned – then the planners came Thank you to Jesse Pence, FPASF Director of Pro Bono, and Chris Remedios, past Director of Pro Bono for all of their efforts with helping those affected by the wildfires. Read the full article including their quotes...
Thank You To Our Strategic Partners
Platinum Strategic Partners
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