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, April 21, 2015
11:30 am – 1:30 pm
Topic: Tax Planning for the Gray Tsunami
Speaker(s): Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Funds
Join Katherine Roy for an in-depth look at strategies for pre-retirees to maximize retirement savings now and manage income taxes in retirement. She will delve into retirement income sources including social security, retirement plans, and various types of income from taxable assets. Continue reading write up here
*This program is currently under review by the CFP Board for 1.0 hour of CE credit.
(TBD) 1:30 pm – 3:30 pm, (Immediately following the above meeting)
Details to follow soon
Thirsty Thursday Networking Social
March 19, 2015, 5:00 pm – 7:00 pm
Come ready to network, have fun and share ideas over drinks and appetizers at Novela.
This is a free event for members. Please note that there is no agenda and you only pay for what you eat and drink.
We hope to see you there!
Location Information: Novela, 662 Mission Street, SF, www.novelasf.com
Marin Brown Bag Lunch Meeting
Top 10 Practice Management Insights to Build a More Referable Practice, Vince J. Crivello, VP, Practice Management, Loring Ward
March 25, 2015, 11:30 am – 1:00 pm
In a successful referral-based business, your ideal clients are not just those you enjoy working with, but those who enjoy working with you. In fact, these clients think so highly of your business that they become advocates for you. How do you know if your clients are also your advocates? Vince’s presentation will elaborate on practice management practices that will enable to build a business that turns clients into raving fans and powerful advocates.
Diversity Scholarship Applications to Attend Retreat Due TODAY!
OneFPA offers one scholarship to attend FPA Retreat and three to attend FPA BE, and applications are due March 13! The Scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession.
For more information, visit:
Opportunities for Young Planning Professionals
Take advantage of FPA MentorMatch to learn best practices and tips from experienced practitioners. Create a mentoring relationship based on your unique needs. Sign up today at
You can now register for the 2015 FPA NexGen Gathering being held at The University of Texas at Dallas in Richardson, Texas, June 19-21. The conference theme is BUILDING COMMUNITY. Get to know your peers and colleagues in an intimate and free-flow setting. Register today at https://www.onefpa.org/community/nexgen/gathering/Pages/default.aspx.
Junior Achievement Volunteers Needed
We have confirmed a Junior Achievement date, April 1, 2015, at Hamilton Elementary, in Novato. There are 31 classrooms that are looking for volunteers. At this time most classes are available. You may sign up for any grade level, K through 8, that interests you. Approximately one week prior to the JA day, we will schedule a Volunteer Training session at a time and location TBD. If you have any Junior Achievement questions, please direct them to Program Manager Jenna Ebert at email@example.com.
If you would like to volunteer for the FPA/JA day in Novato, please sign up using the following sign-up link: www.SignUpGenius.com/go/10C0A4FA9A92BA5FC1-jadayat.
FPA Pro Bono Committee member, Don Maxon, is also available if you have questions either by email, Don.Maxon@MaxonFinancial.com, or call him at 415-420-6750.
Emerging Advisors Forum Needs Your Input!
Emerging Advisors is starting up again and we would love to hear the types of speakers you’d like to see and topics of most interest to you. Please email firstname.lastname@example.org or email@example.com with any suggestions. We will be setting up an Emerging Advisors LinkedIn group in the next week or so and will send out further communication once it is in place.
FPASF & FPASV Joint Peninsula Brown Bag Lunch Meeting
Startup Wealth: Guiding Clients Through Liquidity Events
Featuring Joyce Franklin,CPA, CFP®
May 15, 2015, 12:00 pm – 1:30 pm
An exploration of the Entrepreneur’s Wheel of Life, along with comprehensive discussions of equity awards, stock options, and techniques for helping entrepreneurs and startup employees maximize their wealth. Joyce will discuss her first book, Startup Wealth, written based on interviews with more than 65 entrepreneurs, executives, venture capitalists, and advisors who offer advice for making smart financial decisions in all phases of a startup. (Read more here
March 19, 2015, 5:00 pm – Topic: Thirsty Thursday Networking Social Location: Novela, 662 Mission Street, SF No RSVP Required
March 25, 2015, 11:30 am – Topic: Marin Brown Bag Lunch Meeting – Top 10 Practice Management Insights to Build a More Referable Practice
Speaker: Vince J. Crivello, VP, Practice Management, Loring Ward Location: Larkspur Landing, 100 Larkspur Landing Circle, Larkspur (Upstairs Conference Room) Details/Register
April 21, 2015, 11:30 am – Topics: Tax Planning for the Gray Tsunami Speaker: Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Funds Details/Register
April 21, 2015, 1:30 pm – Topic: New Member Orientation
May 12, 2015, 11:30 am – Topic: Health Insurance Speaker(s): TBA
May 12, 2015, 1:30 pm – Topic Ethics (TBD) Speaker: TBD
May 15, 2015, 12:00 pm – Topic: FPASF & FPASV Joint Peninsula Brown Bag Meeting – Startup Wealth: Guiding Clients Through Liquidity Events Speaker(s): Joyce Franklin, CPA, CFP®, Founder, JLFranklin Wealth Planning Location: San Mateo Library, Laurel Room, 55 West 3rd Ave, San Mateo Details/Register