FPASF e-Newsletter: January Meeting Details and Other Chapter News

by | 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 through the Changing Investment Landscape: What to Know, What to Do
Speaker(s): Nelli Oster, PhD, Investment Strategist, BlackRock Investment InstituteProgram Description: With the Federal Reserve having ended quantitative easing, a new political landscape with the U.S. mid-term election results, and healthy growth in the U.S. but economic weakness in other parts of the world, investors are left to navigate the changing economic and investment landscape. Continue reading the write up here
*This program is currently being reviewed by the CFP Board for 1.0 hour of CE credit.
 

 

Chapter News
Heart of Financial Planning Award Recipient Announced
2014 Heart of Financial Planning Award winner, Sabrina Lowell
At Tuesday’s chapter meeting, Sabrina Lowell, was awarded the Heart of Financial Planning Award for beautifully representing FPA’s Core Values in her profession and community. Sabrina has been an integral part of the FPA community for many years and is described as having a huge heart for people, for the profession, and for what the profession can do for people. Congratulations Sabrina!

Website Volunteer Needed
We are looking for a member with skills in Word Press to help the Marketing Communications committee with the more advanced troubleshooting for our website. Time commitment is only a few hours a month to create pages for new site content, help with formatting challenges and implement Word Press functions we aren’t currently utilizing. Interested applicants please email Cynthia Flannigan at cynthia_flannigan@yahoo.com. For more information on other volunteer opportunities, please contact the committee’s director here.

Upcoming Events 

11:30 am – January 13, 2015

Topic: Navigating through the Changing Investment Landscape:
What to Know, What to Do
Speaker(s): Nelli Oster, PhD, Investment Strategist, BlackRock Investment Institute
Details/Register

5:30 pm – February 4, 2015
Topic: Networking Event – Financial Planning Association of SF Networking Event with CalCPA and the Financial Women of SF
Location: Osha Thai Restaurant, 149 2nd Street, SF
Details/Register

11:30 am – February 10, 2015 
Topic: Diversify Concentrated Single Stock Risk
Speaker(s): Intelligent Edge Advisors

 

Please visit the chapter’s website for additional information on the above events.

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