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, November 11, 20149:00 am – 2:00 pm

Topic: Tax-Optimized Wealth Management

Speaker(s): Doug Rogers, Author of “Tax-Aware Investment Management – The Essential Guide”, Scott Welch, Co-founder and Former CIO of Fortigent, other speakers TBA Program Description:  Wealth management is an ongoing cross-disciplinary dialogue.   Where this conversation often falls far short in forwarding client goals is around tax management – which is more interdisciplinary and more important the wealthier a client is. The technical tilt of the program will focus on how portfolio management should be integrated with income tax, estate tax, and charitable strategies.  Investment professionals will learn practical and reliable ways to improve after-tax risk-adjusted returns. Estate and tax professionals will learn how to play a more proactive role in guiding their clients’ investment professionals to better after-tax outcomes.  Private clients who attend will learn how to determine their advisors’ level of tax intelligence and proactivity.

Register Today!

I Can’t Make It *This program is currently under review by the CFP Board for 4.0 hours of CE credit.



Marin Brown Bag Lunch Meeting – Startup Wealth: Guiding Clients Through Liquidity EventsThursday, December 4, 2014, 11:30 am – 1:00 pmLarkspur Landing, 100 Larkspur Landing Circle (Upstairs Conference Room)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. She will share entertaining success stories and revealing lessons learned from the founders of Tesla Motors, the CFO of Yahoo, and other tech luminaries.Details/Register


Chapter News2014 FPA San Francisco CFP® Scholarship Program – Deadline 11/1/14 FPA San Francisco and FPA East Bay are pleased to announce the intention of each chapter to award one of its members with financial assistance in the form of a $1,500 scholarship to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program. Click HERE for more information.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  For more information on other volunteer opportunities, please contact the committee’s director here.


Robo Advisor – Friend or Foe? November 13, 2014, 9:00 am – 3:00 pm CSUS Alumni Center  FPANC’s 3rd Annual Fall EXPO will specifically address the hottest topic in our industry at this time.Learnvest, Betterment, SigFig, Wealthfront – these on-line advice givers are changing the landscape of how we all do business. Sign up NOW to be sure you get the whole picture on what is really going on in Robo-LAND. You won’t want to miss this annual event that prides itself on being highly interactive, presenting controversial, cutting edge industry issues and lively conversations in the beautiful setting of the CSUS Alumni Center. Please visit the chapter’s website to view all of the marketing emails to date


Upcoming Events 9:00 am –  October 25, 2014Topic: Fifth Annual San Francisco Financial Planning DayLocation: San Francisco Public Library – Main Branch, 100 Larkin Street, SF Details/Register 

9:00 am – November 11, 2014 Topic: Tax-Optimized Wealth Management Speakers: Doug Rogers, Scott Welch, more speakers TBA Details/Register 11:30 am – December 4, 2014 Topic: Marin Brown Bag – Marin Brown Bag Lunch Meeting – Startup Wealth: Guiding Clients Through Liquidity Events Speaker: Joyce Franklin, CPA, CFP® Details/Register Please visit the chapter’s website for additional information on the above events and discounted programs offered by our Allied Professional Organizations.