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

Understanding Longevity Annuities and Their Potential Role in Retirement Income / The Impact of Valuation-Based Asset Allocation on Retirement Income / Future of Financial Planning in the Digital Age with speaker Michael E. Kitces


Speaker Michael Kitces, Director of Programs Sonia Maksymiuk, special event sponsor Ryan Massey from Performance Trust and Gold Sponsor Vivian Tsai from TIAA CREF.

Thank you to our Meeting Sponsor: TIAA CREF

and our Special Event Sponsor: Performance Trust


Upcoming Events and Announcements:

Junior Achievement Volunteers Needed 

We have confirmed a Junior Achievement date, April 1, 2015, at Hamilton Elementary, in Novato.  There are 31 classrooms that are looking for volunteers.  At this time most classes are available.  You may sign up for any grade level, K through 8, that interests you.  Approximately one week prior to the JA day, we will schedule a Volunteer Training session at a time and location TBD.  If you have any Junior Achievement questions, please direct them to Program Manager Jenna Ebert at

If you would like to volunteer for the FPA/JA day in Novato, please sign up using the following sign-up link:

FPA Pro Bono Committee member, Don Maxon, is also available if you have questions either by email,, or call him at 415-420-6750.

Thirsty Thursday Networking Mixer – March 19th

March 19, 2015, 5:00 pm at Novela, 662 Mission Street, SF
Come ready to network, have fun and share ideas over drinks and appetizers at Novela.
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!


FPA NorCal Conference – May 26th & 27th – there are still some tickets available!

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!


Diversity Scholarship Applications to attend Retreat due March 13!

OneFPA offers one scholarship to attend FPA Retreat and three to attend FPA BE, and applications are due March 13!

The Scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Criteria for applicants includes:

  • ​Raising awareness of the profession in diverse communities;
  • Serving diverse communities with financial planning; and
  • Increasing professional opportunities for diverse communities within the financial planning profession

Applications for the Retreat scholarship are due March 13. Those interested in learning more can visit:,


Opportunities for Young Planning Professionals

There are two opportunities for young financial planners to learn from each other and from seasoned planning professionals!

First, as a young FPA member, you can take advantage of FPA MentorMatch to learn best practices and tips from experienced practitioners. This program allows you the flexibility to create a mentoring relationship based on your unique needs. Sign up today at

Second, you can now register for the 2015 FPA NexGen Gathering being held at The University of Texas at Dallas in Richardson, Texas, June 19-21. The conference theme is BUILDING COMMUNITY, providing opportunities for attendees to engage in dialogue on issues of importance to young financial planners and a chance to get to know your peers and colleagues in an intimate and free-flow setting. Register today at


Next Chapter Meeting: April 21, 2015 – 11:30 am – 1:30 pm – Tax Planning for the Gray Tsunami – Speaker – Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Funds 

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