Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!


Speaker Tom Boczar, Session Coordinator Wade Pitts, Speaker Elizabeth Ostrander, Director of Programs Sonia Maksymiuk


Thank you to our Meeting Sponsor: Golden Gate University


Advocacy Day:  March 3rd 

Join your fellow FPA members in Sacramento on March 3rd for a productive and FUN day at our State Capitol.

Help FPA become more and more relevant to our state representatives. Help your local FPA chapter and your state chapter (FPA of California) represent you and your business. That’s what Advocacy is all about.

Go HERE to register for this event. FPA will set your appointments, set you up on a team for 2 or 3 visits, give you talking points, and arm you with “leave behind packages” for your Assemblymember and State Senator.


FPA NorCal Conference

The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for over 40 years.

This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend. Michael Kitces recently named FPA NorCal as the “Best Overall Value” on his blog highlighting the best conferences for financial advisors.

The conference is planned by a volunteer committee of respected financial planners representing the five local Bay Area chapters. Attendees include members from these local chapters in addition to financial advisors from all over the U.S. The conference is held at the historic and elegant Palace Hotel in San Francisco.

Mark your calendar for the 2015 FPA NorCal Conference – May 26 & 27, 2015. We hope to see you there!

Media Training Thursday March 5th

Become a go-to source for journalists looking for information and commentary on personal finance. This is a 90 minute media training program conducted by FPA Director of Public Relations, Ben Lewis. To sign up, go to the site, and click under My Chapter, Media Training and select the date you’d like to join the webinar. You’ll receive a confirmation email with the login details one week before the training.

Thank you to our Meeting Partners:

CFA Society San Francisco

Next Chapter Meeting: 
Date: March 10, 2015
Time:  9:00 am – 2:00 pm
Topics: Understanding Longevity Annuities and Their Potential Role in Retirement Income / The Impact of Valuation-Based Asset Allocation on Retirement Income / Future of Financial Planning in the Digital Age
Speaker(s): Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Partner, Director of Research, Pinnacle Advisory Group
Location: The City Club, 155 Sansome Street, SF