Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter.

NEXT MEETING:Tuesday, July 14, 2015 (No Meeting in June) 11:30 am – 1:30 pm The City Club, 155 Sansome Street, San FranciscoTopic: Critical Tax Issues for Early Stage Company Founders and Executives

Speaker(s): Steve deHaan, Managing Director, Andersen Tax
Program Description:

Presentation will cover tax issues commonly faced by founders, early employees and executives of early stage companies. The presentation will cover: *Taxation of equity compensation (incentive stock options and nonqualified stock options) along with a few strategies to minimize tax liability; *Recent changes to Qualified Small Business Stock rules and planning that can be done now to maximize gain exclusion;  *Advising clients about moving out of California before large income events; and *A few key considerations in structuring acquisitions


Register Today!

*This program is currently being reviewed by the CFP Board for 1.0 hour of CE credit.  



Upcoming Events 6:00 pm – May 26, 2015 Topic: Emerging Advisors Forum -Open Forum Q&A Session to Discuss Starting an RIA, Working Virtually, and Working with Younger Clients. Speaker(s): Alan Moore MS, CFP®, co-founder of the XY Planning Network and president of Serenity Financial Consulting Location: 101 Montgomery, Suite 600, San Francisco Details/Register


5:30 pm – May 27, 2015 Topic: NorCal NexGen Reception Location:901 Market Street, NerdWallet HQ Details/Register


1:30 pm – June 12, 2015 Topic: Marin Workshop – Possibility: In the Midst of Disruptive Change Speaker(s): Don St. Clair, AIF®, CFP®, St. Clair Financial; Debbie Grose, CFP®, Lighthouse Financial Planning Location: Larkspur Landing, 100 Larkspur Landing, 2nd Floor Tiburon Conference Room, Larkspur Details/Register

5:30 pm – June 18, 2015 Topic: Thirsty Thursday on the Peninsula – Social Mixer with CalCPA and FPA Silicon Valley Location: Upstairs at Kingfish, 201 B Street, San Mateo Registration Fee: $10 members, $20 non-members and at the door  (Includes one drink and appetizers) Details/Register

June 23-24, 2015 Topic: FPA Advocacy Day – Washington, DC Location: Hyatt Regency Washington Details/Register 11:30 am – July 14, 2015 Topic: Critical Tax Issues for Early Stage Company Founders and Executives Speaker(s): Steve deHaan, Managing Director, Andersen Tax Details/Register

Please visit the chapter’s website for additional information on the above events. Upcoming Allied Professional events can be viewed here.



Chapter NewsAdvertise in The Planner Newsletter!

Now you can place an advertisement in The Planner quarterly newsletter and submit payment online! For more details, see the Rate Sheet or click the Planner Newsletter Ad Rates button on the website under About/Newsletters. This directs you to the FPA NorCal online payment page–just write in “FPASF Chapter” under Attendee Information to credit our chapter


Become a Part of Our Mentorship Program

FPA-SF has an active mentorship program, where mentors and mentees are matched.  If anyone is interested in being a mentor or a mentee or both, please contact S. Nasira Iqbal, Director of Career Development Committee at OR Steve Schwegel, Mentorship Program Chair at More details are on our FPA-SF chapter website:    

Nominations are Open for the 2016 FPA Board of Directors – Deadline July 1, 2015

The FPA Board of Directors is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. The Board is a group of dedicated, dynamic FPA members who recognize the impact that today’s decisions can have on the future. Service on the FPA Board of Directors is a three-year commitment that begins January 1, 2016. Contact

to request a board nomination packet. Deadline for 2016 board nominations is Wednesday, July 1, 2015.   

FPA BE Boston 2015 Conference – 9/26/15 – 9/28/15 

FPA’s Annual Conference is the largest gathering of CFP® professionals featuring the best minds in financial planning. Attendees, speakers and partners are among the most innovative folks in the industry who come together to connect and share freshest ideas. The conference is built around sharing practical knowledge and strategies for attendees take back to their practice for immediate implementation. (Chapter Members: Use promo code AFBE15 and receive $50 off! Plus the chapter also receives a $50 rebate back to the chapter!) Register Here