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, February 10, 2015

11:30 am – 1:30 pm

Topic: The Resurgence of Single Stock Concentration Risk Management

Speaker(s): Thomas Boczar, CEO, Intelligent Edge Advisors Elizabeth Ostrander, Senior Vice President and Director, Business Development, Intelligent Edge Advisors Program Description:

After several years of diminished interest in the area of single stock concentration risk management, the discipline is once again becoming increasingly important to private clients due to the convergence of several trends. Thanks to the Fed, the stock market has delivered impressive gains and many investors own stocks that have appreciated dramatically. Continue reading write up here

Register Today!

*This program has been approved by the CFP Board for 1.0 hour of CE credit.



Thirsty Thursday Networking MixerJanuary 22, 2015, 5:00 pm Aquitaine, 175 Sutter Street, SFCome ready to network, have fun and share ideas over drinks and appetizers at  Aquitaine.

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!



Chapter NewsTwo Exciting Volunteer Opportunities Available! PR and Marketing – Responsibilities include leading the charge on our chapter’s website, social media, and marketing materials.  Website Volunteer – Desired skills include working with 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 President, Cynthia Flannigan at For more information on other volunteer opportunities, please contact the committee’s director here.



Networking Event – FPASF, CalCPA & Financial Women of SF – February 4, 2015, 5:30 pmTriple the fun by adding this mixer to your 2015 New Year’s resolutions.This event provides a valuable opportunity to network with members of two other professional groups.

Location: Osha Thai Restaurant, 149 2nd Street, SF

Register Today!

networking shadows


norcal picRegister Now!

Register by March 6th and SAVE $100!

Tuesday, May 26 and Wednesday, May 27, 2015

The Palace Hotel, San Francisco



Upcoming Events 5:00 pm – January 22, 2015Topic: Thirsty Thursday Networking Mixer Location: Aquitaine, 175 Sutter Street, SF

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: The Resurgence of Single Stock Concentration Risk Management Speaker(s): Thomas Boczar, CEO, Intelligent Edge Advisors; Elizabeth Ostrander, Senior Vice President and Director, Business Development Details/Register


7:30 am – March 3, 2015 Topic: FPA of California Advocacy Day Location: State Capitol, Sacramento Details/Register 9:00 am – March 10, 2015 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: Michael E. Kitces Please visit the chapter’s website for additional information on the above events.