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, March 10, 2015
9:00 am – 2:00 pm (Note: Please arrive early at 8:30 am for registration. The program will begin promptly at 9:00 am.)
Topics: 1) Longevity Annuities and Their Potential Role in Retirement Income 2) Impact of Valuation-Based Asset Allocation on Retirement Income 3) 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
Complete descriptions for the above-referenced topics can be viewed via the link below. In addition, you will be able to access the learning objectives in order to be better equipped in advising clients as financial
planners. Read write up here
*This program is currently being reviewed by theCFP Board for 3.5 hours of CE credit.
Media Training Thursday, March 5th
Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and the profession! To sign-up for one of the scheduled FPA virtual trainings, go towww.onefpa.org, click My Chapter, Media Training, select the date below and complete the registration form. You will receive a confirmation email and will receive the login details one week before the training.
Join the FPASF Board!
Open Position: Director of PR & Communications – Coordinate the PR & Marketing Communications committee and implement new ideas to promote our chapter’s website and social media. You’ll work closely with the interim director to transition into the role. No prior board experience required.
Interested applicants please email President, Cynthia Flannigan firstname.lastname@example.org. For more information on other volunteer opportunities, please contact the committee’s director here.
February Membership Benefits Guide is Out!
Save hundreds of dollars from top practice management products and services. View all FPA member discounts at:
FPASF & Financial Women of SF Present
Carrie Schwab-Pomerantz On Becoming A Financial Savvy Woman, March 5, 2015, 11:30 am
11:30 am – 12:00 pm / Registration and Networking
12:00 pm – 1:00 pm / Lunch and Speaker
Schwab Center, 211 Main Street, SF (Attendees should come to
side door on Main Street)
For complete write up and registration information, please click HERE. (Please select “Member Rate”)
Register by March 6th and SAVE $100!
The Palace Hotel, San Francisco
7:30 am – March 3, 2015
Topic: FPA of California Advocacy Day
11:30 am – April 21, 2015
1:30 pm – April 21, 2015
Please visit the chapter’s website for additional information on the above events. Upcoming Allied Professional events can be viewed here.