November 10 Chapter Meeting Announcements
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions –...
FPASF Announces 2016 Board Nominees
Dear FPASF Members: Below you will find the proposed slate of officers for the 2016 FPASF Board of Directors. The individuals listed have been nominated and the membership will be asked to vote on the proposed slate at the December 8th meeting. Currently, the...
November 2015 – January 2016 Events for Northern California FPA Chapters
Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley FPA MONTHLY EVENT CALENDAR NOVEMBER 2015 BROUGHT TO YOU BY FPA of the East Bay www.fpaeastbay.org FPA of San Francisco www.fpasf.org FPA...
Membership Milestones: October 2015
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 20 years Mr. Richard P. Kaiser Ms. Myra J. Natter 5 years Dr. Barry H. Sacks Mr. Campbell Judge
FPASF e-Newsletter: November meeting details and other Chapter News
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. NEXT MEETING: Tuesday, November 10, 2015 9:30 am - 1:30 pm The City Club, 155 Sansome Street, San Francisco Topic: Behavioral Finance: Why It...
October 13 Chapter Meeting Announcements
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired...
October – December 2015 Events for Northern California FPA Chapters
Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley FPA MONTHLY EVENT CALENDAR OCTOBER 2015 BROUGHT TO YOU BY FPA of the East Bay www.fpaeastbay.org FPA of San Francisco www.fpasf.org FPA of...
FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website: https://buff.ly/4e6Yoho
Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104
Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!
https://buff.ly/4b5y1rb