San Francisco Financial Planning Day: Planner Volunteers Still Needed
We would like to remind you that volunteer registration is open for the 6th annual Financial Planning Day in San Francisco. The event will be held on Saturday, November 7th from 9AM to 4PM at the Main branch at Civic Center of the San Francisco Public Library. If you...
September 8 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: Build a Robo Strategy for Your Firm: Seven Tactics to Address the Emergence of Digital Platforms, Tuesday, September 8, 2015...
FPA SF & FPA East Bay Offering a $1500 Scholarship – Due Date November 2nd!
2015 FPA San Francisco CFP® Scholarship Program Please visit the website below for additional information: https://www.fpasf.org/careers/scholarship-program/
SF Financial Planning Day – November 7th – Registration Now Open!
Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Library, Main Library @ Civic Center Registration: Planners / Attendees / Download Flyer Here
August 11 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: Tuesday, August 11, 2015 11:30 am - 1:30 pm The City Club, 155 Sansome Street, San Francisco Topic: Extending Philanthropy...
Why You Should Attend FPA NexGen Gathering – by Bryan Hasling
Ever wondered what it's like to hangout with over 100 NexGen Financial Planners for a weekend in Texas? Check this out.................... Click here for a link to YouTube the video clip. The 2015 FPA NexGen Gathering was perhaps the most under-sold event of my year....
Membership Milestones: August 2015
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 15 years Heather Cleland Lewis R. Gridley 10 years Ute Scott-Smith 5 years Tammy...
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