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

Next Meeting At:
The City Club, 155 Sansome Street, San Francisco
Tuesday, September 9, 2014
4:00 pm – 6:00 pm

Topic: Key Trends in Defined Benefit Plans: What Every Financial Advisor Should Know
Speaker: Andrew Ferguson, Partner, Altman & Cronin Benefit Consultants, LLC

Program Description: High-value defined benefit plans are now being installed and operated with great enthusiasm at partnerships, professional service firms, and small businesses. Most of these plans are cash balance plans – the fastest growing segment of the tax-qualified retirement plan market. Some researchers even project that the number of cash balance plans may exceed the number of 401(k) plans within the next several years. Come to this session and find out why! Click here to read the complete write up

Register Today!
*This program is pending approval from the CFP Board for 1.5 hours of CE credit.

Member Appreciation Event (Immediately following the chapter meeting)
6:00 pm – 8:00 pm, The Irish Bank, Hibernian Room, 10 Mark Lane, SF
Thank You to Our Event Sponsor: Deutsche Asset & Wealth Management

FPASF Members – Come spend an enjoyable evening mixing and mingling with other members while you dine on appetizing food and spirits! We hope you can join us for this fun event!

Chapter News

Volunteer Registration is Now Open for Financial Planning Day
We’re pleased to announce that volunteer registration is now open for the 5th annual Financial Planning Day in San Francisco. The event will be held on Saturday October 25th from 9AM to 4PM at the Main Branch at Civic Center of the San Francisco Public Library. Once again this year, we’re looking for volunteers who are interested in providing one-on-one counseling to individuals and families, many of whom have never had the opportunity to meet with a planner before. Continue reading about the event and how to volunteer

Mark Your Calendar – Upcoming All-Member Media Virtual Training
– September 4, 2014 – 4 to 5:30 pm ET
– Login and register at:
Note: A reminder will be sent out via LinkedIn and Facebook to SF chapter members)

FPA SF Committee Vice Chair Positions
Board succession planning and committee continuity is very important to us, so this year we are adding a Vice Chair position for each committee. This role is perfect for those interested in being in a Board position, but want to learn more about the committee and responsibilities of the Board position well before the current Director rolls off the Board. Contact the committee’s Director for more information

Upcoming Events
4:00 pm – September 9, 2014
Topic: Key Trends in Defined Benefit Plans: What Every Financial Advisor Should Know
Speaker: Andrew Ferguson, Partner at Altman & Cronin Benefit Consultants, LLC

6:00 pm – September 9, 2014
Topic: Member Appreciation Event
Location: The Irish Bank, Hibernian Room, 10 Mark Lane, SF

11:30 am – October 14, 2014
Topic: Current Trends in Charitable Giving
Speaker: TBD

9:00 am – October 25, 2014
Topic: Fifth Annual San Francisco Financial Planning Day
Location: San Francisco Public Library – Main Branch, 100 Larkin Street, SF
Please visit the chapter’s website for additional information on the above events and discounted programs offered by our Allied Professional Organizations.