Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!

January 13th Chapter Meeting: Navigating through the Changing Investment Landscape: What to Know, What to Do – Speaker – Nelli Oster, PhD, Investment Strategist, BlackRock Investment Institute-

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Director of Programs, Sonia Maksymiuk and speaker, Dr. Nelli Oster

Congratulations to the winner of the $50 Amazon gift card: Nzinga Nyagua (Membership Committee will be reaching out to you so you can claim your prize!!)

Upcoming Events:

Thirsty Thursday Networking Mixer – January 22nd
January 22, 2015, 5:00 pm Aquitaine, 175 Sutter Street, SF
Come 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!

SF Trio Social FPAofSF w/Financial Women of SF & CalCPA – February 4th

Triple the fun by adding this mixer to your 2015 list of New Year’s resolution on Wednesday, February 4: A joint-trio networking social party of CalCPA, the Financial Women of San Francisco (FWSF) and Financial Planning Association of SF (FPA) at Osha Thai Second Street Restaurant.

Register early by Friday, Jan. 30 for the morning bird discount for only $25/members and $35/nonmembers with appetizers included, no host bar. You only get this opportunity once a year to network with three organizations at once.  And follow us at the event #trio-social.

Registering after Jan. 30, it’s still only $35/members & $45/nonmembers. Walk-in registrations are welcome.

Date: February 4, 2015
Event Start time: 5:30 PM   End time: 7:30 PM
Location: Osha Thai Restaurant – Second Street, San Francisco

FPA of CA Invitation to Attend our Next Advocacy Day in Sacramento on Tuesday, March 3, 2015

FPA of California is pleased to inform you about our next official visit to Sacramento on Tuesday, March 3rd, and we would like to invite you and your local chapter members to attend.

This will be our second Advocacy Day, building on the success of our inaugural event last August.  At our first Advocacy Day we met with legislators, key staffers and the then Controller (now Treasurer) John Chiang with whom many of our chapters have recently partnered on financial literacy events during the agency’s Manage Your Money Week.  Our upcoming event will enable us to continue to cultivate those relationships and forge new ones with the incoming legislators elected last November.

We  provide training with agenda & format, as well as talking points so that you can educate your state legislators as to who FPA is, the importance of financial planning to their constituents, our community service activities throughout California, and possibly current legislation of concern to our profession.

Please email if you plan to attend or would like more information about the event.


FPA NorCal Conference – May 26th & 27th

The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for over 40 years.

This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend. Michael Kitces recently named FPA NorCal as the “Best Overall Value” on his blog highlighting the best conferences for financial advisors.

The conference is planned by a volunteer committee of respected financial planners representing the five local Bay Area chapters. Attendees include members from these local chapters in addition to financial advisors from all over the U.S. The conference is held at the historic and elegant Palace Hotel in San Francisco.

Mark your calendar for the 2015 FPA NorCal Conference – May 26 & 27, 2015. We hope to see you there!

**Wi-Fi will be available!

Early bird registration (through March 6th) now open here.


Thank you to our Meeting Partners:

The National Association of Personal Financial Advisors (NAPFA)

CFA Society San Francisco


Technical Security Analysts Association San Francisco (TSSA-SF)

Market Technicians Association


Next Chapter Meeting: February 10, 2015 – 11:30 am – 1:30 pm – The Resurgence of Single Stock Concentration Risk Management – Speakers – Thomas Boczar, CEO, Intelligent Edge Advisors; Elizabeth Ostrander, Senior Vice President and Director, Business Development, Intelligent Edge Advisors