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

Financial Planning Day
Registration for SF Financial Planning Day is now open. This year all financial planners will need to have their CFP designation. The website for registration is: Also, if anyone is interested in being on the logistics team should contact Holly at Official solicitation emails will hopefully be going out next week for both planners and logistics volunteers.

Far West Roundup
The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is held on the campus of UC Santa Cruz. We eat in the cafeteria and we sleep in the dorms. The campus is beautiful, the food is good (considering it’s cafeteria food), and the accommodations are a long shot from the Ritz. Needless to say, this retreat is wildly popular in spite of its downscale venue. The appeal is the informal setting where planning practitioners can exchange ideas and have fun.

This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees. The roundup is held Thursday August 14 thru Sunday August 17th. Go to to register.

September Member Appreciation Event
After the September chapter meeting is the Member Appreciation Event at the Irish Bank starting at 6:00 located at 10 Mark Lane in the Hibernian Room. Come spend an enjoyable evening mixing and mingling with other members while you dine on appetizing food and spirits!

Kaplan CFP Teaching Opportunity
Kaplan Schweser is looking to hire talented instructors for several CFP education programs in the San Francisco area. The courses being taught are as follows:

  • Fundamentals
  • Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Capstone (Financial Plan Development) Course

Most courses are 28-30 hours of classroom instruction.  Candidates are required to have some or all of the following qualifications:

  • CFP® Certificants and/or specialist in the course subject matter (for example, a CFA for the Investments course, or a CPA for the Tax course, would meet the qualification criteria, even without the CFP® designation).
  • Experience in adult education and/or financial planning instruction

All Instructors are required to have a bachelor’s degree. A graduate degree is preferred but not required. Other certifications/qualifications we look for are CLU, ChFC, PFS, RFC, FINRA licenses, Ph.D in Business, Taxation or Economics.

Please contact Sharon Bonnem by August 22nd if you are interested in finding out more information.

Sharon Bonnem,CFP(R) | Faculty Coordinator

Kaplan Professional

332 Front Street South, Suite 501 | La Crosse, WI 54601

P: 608-779-5599 ext. 2150