Check out the Member Discount Program Guide for May 2015
The May 2015 Member Discount Guide will be hitting mailboxes May 4-8. The guide features over 80 discounts, as well as a centerfold Practice Management article that was co-written by FPA and Fox Financial Planning Network, one of FPA’s Business Success Partners. The...
Nominations are Open for the 2016 FPA Board of Directors: Deadline July 1
The FPA Board of Directors is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. The Board is a group of dedicated, dynamic FPA members who recognize the impact that today’s...
Dave Yeske Appointed Golden Gate University Financial Planning Program Director
Golden Gate University (GGU) has announced that noted financial planner Dr. Dave Yeske, CFP® will become the Program Director for its Financial Planning program effective May 1, 2015. Dr. Yeske has built a reputation as one of the most respected practitioners,...
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...
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