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...
FPASF e-Newsletter: March 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, March 10, 2015 9:00 am - 2:00 pm (Note: Please arrive...
February 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! Speaker Tom Boczar, Session Coordinator Wade Pitts, Speaker Elizabeth Ostrander, Director of Programs Sonia Maksymiuk Thank you to our...
Save the Date – Far West Roundup – 08/13/15- 08/16/15
Greetings, We are pleased to announce that the 2015 Roundup will be held from August 13 through August 16. Once again, we will be at UCSC’s College 8. We are working on our speaker invitations. If you know of anyone who might benefit from and/or otherwise be...
FPA Member Discount Guide
Check out FPA's new Member Discount Guide - found in the February Journal of Financial Planning and available online here........... http://www.onefpa.org/Membership/Documents/FPA_MDP_Guide.pdf The FPA has cultivated a comprehensive collection of benefits aimed 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