Save the Date – November 7th – San Francisco Financial Planning Day
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 More details to follow soon
April 21 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! Tax Planning for the Gray Tsunami with Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist and Head of Individual Retirement,...
FPASF e-Newsletter: April 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 At: The City Club, 155 Sansome Street, San Francisco Tuesday, April 21, 2015 11:30 am - 1:30 pm Topic: Tax Planning for the Gray...
FPA BE Boston 2015 Conference – Members Receive $50 Off!
To Chapter Members: Use promo code AFBE15 and receive $50 off! Plus the chapter also receives a $50 rebate back to the chapter! FPA’s Annual Conference – BE Boston 2015 September 26-28, 2015 Boston Convention & Exhibition Center Boston, Massachusetts FPA’s Annual...
Member Minute: Alice King with FPA of California
Chris Lakumb interviews the FPASF chapter Advocacy representative and next year's President of FPA of California, Alice King.......... You have an interesting background, Alice. I see from reading your bio, you are a former attorney. How did you get involved with...
March 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! Understanding Longevity Annuities and Their Potential Role in Retirement Income / The Impact of Valuation-Based Asset Allocation on Retirement...
FPASF Sponsor Spotlight: Golden Gate University
Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a letter from one Gold Sponsors …............. Hello FPA colleagues, In my sponsor's speaking spot at February's lunch meeting, I mentioned two matters that might be of interest to...
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