by Holly Wilkerson | Feb 10, 2015 | Meetings & Events
Greetings, We are pleased to announce that the 2015 Roundup will be held from August 13 through August 16. Once again, we will be at UCSC’s College 8. We are working on our speaker invitations. If you know of anyone who might benefit from and/or otherwise be...
by fpasanfrancisco | Jan 16, 2015 | FPA SF Chapter Meetings, Meetings & Events
Check out the events for the Northern California FPA Chapters – San Francisco, East Bay and Silicon Valley January – March 2015 Events for Northern California FPA Chapters January 2015 07 FPA of the East Bay Topic: The Economic And Financial-Market Outlook...
by fpasanfrancisco | Jan 13, 2015 | Meetings & Events
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! January 13th Chapter Meeting: Navigating through the Changing Investment Landscape: What to Know, What to Do – Speaker – Nelli Oster, PhD,...
by fpasanfrancisco | Dec 14, 2014 | Meetings & Events
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, January 13, 2015 11:30 am – 1:30 pm Topic: Navigating...
by fpasanfrancisco | Dec 12, 2014 | Meetings & Events
December 9th, 2014 was the 2nd Past Presidents event held to honor and pick the brains of our chapter’s past presidents…… The current board met with the past presidents looking to tap into their collective insights and experiences within the chapter....
by fpasanfrancisco | Dec 12, 2014 | Meetings & Events
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Announcements Heart of Financial Planning Award winner: Sabrina Lowell Once a year, the FPA’s San Francisco chapter chooses to recognize...
