SF Financial Planning Day – November 7th – Registration Now Open!
Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Library, Main Library @ Civic Center Registration: Planners / Attendees / Download Flyer HereTD Ameritrade Offers Webcast Series!
Sponsor – TD Ameritrade With the prominence of social media as part of a plan to stay in touch with existing clients and prospect for new ones, it’s time to be more proactive about your presence on LinkedIn. Learn first-hand from LinkedIn professionals in...Nominations are Open for the 2016 FPA Board of Directors: Deadline July 1
The FPA Board of Directors is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. The Board is a group of dedicated, dynamic FPA members who recognize the impact that today’s...Dave Yeske Appointed Golden Gate University Financial Planning Program Director
Golden Gate University (GGU) has announced that noted financial planner Dr. Dave Yeske, CFP® will become the Program Director for its Financial Planning program effective May 1, 2015. Dr. Yeske has built a reputation as one of the most respected practitioners,...Save the Date – November 7th – San Francisco Financial Planning Day
Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Library, Main Library @ Civic Center More details to follow soon
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!
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