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...
August – October 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 NEWSLETTER AND EVENT CALENDAR | 2015 FPA MONTHLY EVENT CALENDAR AUGUST 2015 BROUGHT TO YOU BY FPA of the East Bay...
FPASF e-Newsletter: August 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, August 11, 2015 11:30 am - 1:30 pm The City Club, 155 Sansome Street, San Francisco Topic: Extending Philanthropy...
July 14 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: July 14, 2015 – 11:30 am – 1:30 pm – Critical Tax Issues for Early Stage Company Founders and Executives – Steve deHaan,...
Membership Milestones: July 2015
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 20 years Laurie Nardone 15 years Jerry Sanada 5 years Elizabeth L. Revenko
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