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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10/20/2020 1:00 pm - 2:00 pm |
Strategic Partner Webinar - 2021 Capital Market Assumptions
Speaker(s): John R. Jordan, CFA, Vice President, Business Development Executive, Northern Trust Asset Management/FlexShares ETFs |
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11/10/2020 10:00 am - 12:00 pm |
Webinar - Valuation and Deal Structures: Implications for Today’s Buyers and Sellers – An M&A update
Speaker(s): Vic Esclamado, DeVoe & Company |
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12/08/2020 4:00 pm - 6:00 pm |
Webinar - Transition into Retirement
Speaker(s): TBD |
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12/08/2020 6:00 pm - 8:00 pm |
Holiday Reception - PENDING |
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June 2020 Take 5 --- Read more about Financial Planning Association rebranding and get some tips/resources!
Have you registered for the FPA Virtual Externship yet? If it doesn't apply to you, share with someone who might be the perfect fit and benefit from this amazing experience!
www.financialplanningassociation.org/learn/externship?utm_source=linkedin&utm_medium=social&utm_c...
During the course of 8 weeks, externs and program attendees will receive in-depth and expert trainings on:
🟡Investment Planning
🟡Insurance and Risk Management Planning
🟡Client Communication & Care
🟡Cash Flow Planning
🟡Student Loan Planning and College Planning
🟡Retirement Planning
🟡Tax Planning
🟡Estate Planning
Registration closes and training starts June 1!
𝘗𝘰𝘸𝘦𝘳𝘦𝘥 𝘣𝘺 𝘛𝘋 𝘈𝘮𝘦𝘳𝘪𝘵𝘳𝘢𝘥𝘦 𝘢𝘯𝘥 𝘧𝘦𝘢𝘵𝘶𝘳𝘪𝘯𝘨 𝘍𝘪𝘯𝘛𝘦𝘤𝘩 𝘱𝘢𝘳𝘵𝘯𝘦𝘳 𝘦𝘔𝘰𝘯𝘦𝘺
FPA Virtual Externship | Financial Planning Association
www.financialplanningassociation.org
Check out our new profile pic! Have you seen the new www.financialplanningassociation.org yet?
Financial Planning Association
"We’re excited to announce the launch of financialplanningassociation.org and our new brand identity, which were created with you in mind. We hope you agree that this new look and feel—along with our brand mantra of Change Tomorrows™—speaks to who we are today, and who we will be moving forward.
Let us know what you think! If you'd like to share your feedback about the new site and messaging, submit a ticket in the new FPA User Portal at help.onefpa.org/ ."
Let’s Change Tomorrows. Let’s Start Today. | Financial Planning Association
www.financialplanningassociation.org
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
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. Click here to view the Membership Brochure
About the FPA
The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession. FPA of San Francisco is a dynamic association with over 500 members.
News & Updates
Congratulations to Our Members Celebrating Milestones! (August Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Sophie Lee, CFP®, Cypress Wealth Advisors / Helen Dietz, CFP®, Stanford Investment Group Inc. 10 Years - William Callahan, CFA, CFP®, Callahan...
Congratulations to Our Members Celebrating Milestones! (July Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Andrew Stewart, CFP®, NWF Advisory Services, Inc. 20 Years - Barry Taylor CFP®, Sand Hill Global Advisors /Orlando Antonini, CPA/PFS, CFP®, QFP,...
Read the Top 10 Reasons to Join the FPA!
Access to Top 10 Reasons to Join the FPA and the Membership Brochure
Thank You To Our Strategic Partners
Platinum Strategic Partners
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