FPA Member Discount Guide
Check out FPA’s new Member Discount Guide – found in the February Journal of Financial Planning and available online here……….. http://www.onefpa.org/Membership/Documents/FPA_MDP_Guide.pdf The FPA has cultivated a comprehensive collection...Volunteer Engagement Initiative
Would you like to volunteer more but have trouble finding the opportunities that fit your interests and schedule? The Financial Planning Association recently launched the Volunteer Engagement Initiative to help with this challenge. This initiate will help FPA enhance...FPA Member Benefits: Another Way FPA Membership Pays For Itself
You know about the great networking and educational opportunities FPA provides, but do you know of all the valuable discounts? There are over a 100 products and services offering free trials and discounts for FPA members. These discounts include savings on software...FPA SF and East Bay Chapters Offer $1500 Scholarship – Deadline November 1, 2014
2014 FPA San Francisco CFP® Scholarship Program FPA San Francisco and FPA East Bay are pleased to announce the intention of each chapter to award one of its members with financial assistance in the form of a $1,500 scholarship to pay for expenses related to attaining...CFP Board Recorded Webinar: The CFP Exam: What to Expect on Exam Day
CFP Board presented a webinar to review what you can expect during the CFP® Certification Examination. A recording is below. http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/july-2014-exam Good luck on the July 18-19...
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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:
Advising Tech Wealth - FPA San Francisco
09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scho...
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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!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!
