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

Chapter Meeting: May 12, 2015 Current Health Insurance Landscape – How It Affects Individuals and Families in the Bay Area and Beyond– Speakers: Chris Acker, CLU, ChFC, CB Acker Associates Insurance Services and Lisa Aliferis, Founding Editor of KQED’s State of Health blog


20150512_113814_May 12

Gold Sponsor Session Coordinator, Katherine Simmonds, ethics session presenter Nancy Gire, chapter meeting speakers Chris Acker and Lisa Aliferis.
Thank you to our Meeting Sponsor: BlackRock

Upcoming Events and Announcements:

6:00 pm – May 26, 2015 Topic: Emerging Advisors Forum -Open Forum Q&A Session to Discuss Starting an RIA, Working Virtually, and Working with Younger Clients. Speaker(s): Alan Moore MS, CFP®, co-founder of the XY Planning Network and president of Serenity Financial Consulting Location: 101 Montgomery, Suite 600, San Francisco

5:30 pm – May 27, 2015 Topic: NorCal NexGen Reception Location:901 Market Street, NerdWallet HQ

Be sure to check out our  website’s event page for more information on upcoming meetings, mixers and other networking events. You can also watch our chapter’s Facebook page and Twitter @FPAofSF to find information and reminders of our chapter events.


Next Chapter Meeting: July 14, 2015 – 11:30 am – 1:30 pm – Critical Tax Issues for Early Stage Company Founders and Executives – Steve deHaan, Managing Director, Andersen Tax