Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!

Tax Planning for the Gray Tsunami with Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Funds


Gold Sponsor Iain Silverthorne from Evercore Wealth Management, Director of Programs Sonia Maksymiuk, speaker Katherine Roy and FPA of SF President Cynthia Flannigan.

Thank you to our Meeting Sponsor: Evercore Wealth Management


Upcoming Events and Announcements:

Wind Down Wednesdays Networking Mixer – April 29th
5:30 pm at 111 Minna Street, SF

Come ready to network, have fun and share ideas over drinks and appetizers at 111 Minna.

This is a free event for members. Please note that there is no agenda and you only pay for what you eat and drink.
We hope to see you there!
FPA SF Mentorship Program:

FPA-SF has an active mentorship program, where mentors and mentees are matched.  If anyone is interested in being a mentor or a mentee or both please contact S. Nasira Iqbal, Career Development Committee OR Steve Schwegel, Mentorship Program Chair.  More details are on our FPA – SF chapter website:

-Why mentoring? & what does it do?

– It’s a powerful personal development and empowerment tool
– And an effective way of helping people to progress in their careers
– It mutually benefits both parties – Mentees & Mentors

-For Mentors:

  • It improves your leadership skills
  • It can also be a nice challenge, inspire and enlighten you in unexpected ways
  • And you are helping our community
  • It can be personally satisfying

-For Mentees:

  • You get a career coach
  • Get support and new ways of thinking and guidance
  • Mentoring allows you to focus on how you can forward your career and overcome work related issues.

Those are just some few benefits  but there is much more to it, so please be involved in the mentorship program and support each other.
The Emerging Advisors Forum Meeting – May 26th at 6:00

The Emerging Advisors Forum is a group of planners who meet throughout the year to discuss all things related to running an RIA firm.

The group not only provides networking opportunities, but also features speakers who share their insights on industry best practices on a variety of topics. While these topics generally focus on starting or running an RIA, anyone interested in increasing their own productivity could find value in attending.

Our first meeting of the year will coincide with FPA NorCal and is scheduled for Tuesday, May 26th at 6pm at 101 Montgomery. Our speaker will be Alan Moore, co-founder of the XY Planning Network and president of Serenity Financial Consulting. Alan is a rising star in our industry and was recently recognized by Investment News as a Top 40 under 40 in financial planning and Top 10 to Watch in 2015 by This event will be an open forum Q&A session focusing on starting a firm, maximizing efficiency working away from your physical office, and ways to effectively engage younger clientele. Alan is also speaking at FPA NorCal on leveraging technology to improve your firm and is happy to discuss that information in greater detail during our event.

A guest list is required for the venue so please RSVP if you are interested in attending. More information will be posted on the Emerging Advisors Forum linkedin group page. We are really excited about having Alan speak to our group and hope to see you there.

EAF Program link:


Next Chapter Meeting: May 12, 2015 – 11:30 am – 1:30 pm – Current Health Insurance Landscape – How It Affects Individuals and Families in the Bay Area and Beyond– Speakers: Chris Acker, CLU, ChFC, CB Acker Associates Insurance Services and Lisa Aliferis, Founding Editor of KQED’s State of Health blog