by fpasanfrancisco | Dec 10, 2015 | FPA SF Chapter Meetings
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Family Wealth: Advising the Rising Generation – Panel: Patricia M. Armstrong, Senior Director, Family Dynamics and...
by fpasanfrancisco | Nov 9, 2015 | FPA SF Chapter Meetings, Members In the News
Dear FPASF Members: Below you will find the proposed slate of officers for the 2016 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 8th meeting. Currently, the...
by fpasanfrancisco | Nov 9, 2015 | FPA SF Chapter Meetings, Meetings & Events
Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley FPA MONTHLY EVENT CALENDAR NOVEMBER 2015 BROUGHT TO YOU BY FPA of the East Bay www.fpaeastbay.org FPA of San Francisco www.fpasf.org FPA...
by fpasanfrancisco | Nov 9, 2015 | FPA SF Chapter Meetings
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. NEXT MEETING: Tuesday, November 10, 2015 9:30 am – 1:30 pm The City Club, 155 Sansome Street, San Francisco Topic: Behavioral Finance:...
by fpasanfrancisco | Oct 19, 2015 | FPA SF Chapter Meetings, Meetings & Events
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired...
by fpasanfrancisco | Sep 11, 2015 | FPA SF Chapter Meetings
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Build a Robo Strategy for Your Firm: Seven Tactics to Address the Emergence of Digital Platforms, Tuesday, September 8, 2015...
