Planner & Logistics Volunteers Needed for SF Financial Planning Day, October 27th!
Financial Planning Days are an amazing opportunity to access free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Advisors are volunteering their time, and are not allowed to hand out business cards or...FPA Member-Get-A-Member Program – Double Referral Rewards in August!
The FPA Member-Get-A-Member program referral savings will double August 1-31, 2018! This special promotion is aimed at growing the FPA member community. Here’s how it works: 1. Refer a colleague 2. FPA will send an invitation to join on your behalf. 3. Get...FPASF Announces 2018 Board Nominees
President Kian Nobari, CIMA, MBA, MSFP, RLP Integrous San Rafael knobari@integrousfinancial.com (415) 200-0900 President-Elect Kate Wilusz, CRPC®, CFP® Wilusz and Associates / Ameriprise Financial Services San Francisco kmwcfp@yahoo.com (415) 623-2455 Chairman/Past...2017 Scholarship Applications Now Being Accepted! Deadline is December 31st!
Please visit https://www.fpasf.org/careers/scholarship-program/ for all of the detailsNovember 10 Chapter Meeting Announcements
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions –...
FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website: https://buff.ly/4e6Yoho
Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104
Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!
https://buff.ly/4b5y1rb