Membership Milestones: December 2014
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 15 Years Ms. Theresa D. O'Neill Ms. M.C. Duboscq Mr. William John Dickens 10 Years Mr. Stanley Q. Mok
A Message from the President Regarding December’s Meeting
FPA of San Francisco has a rich tradition in shaping the financial planning industry. Our members have been actively involved in contributing to both the growth and recognition of our profession. Many of them have also served as Presidents for our chapter. On December...
Holiday Reception – 6:00 pm – 8:00 pm (Immediately Following the Above Chapter Meeting)
Come spend a fun evening mixing and mingling with members and guests while you dine on hors d'oeuvres and drinks! We hope you can join us! Special Announcement: Cheers! The SF-Pro Bono Committee would like to salute members who have participated in a SF-Pro Bono event...
FPASF e-Newsletter: December Meeting Details and Other Chapter News
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. A Message from the President Regarding December's Meeting FPA of San Francisco has a rich tradition in shaping the financial planning...
Heart of Financial Planning Award – call for nominees
Submit your nominations of an FPA SF member for the Heart of Financial Planning Award. The nomination window closes 11/30/14........ As we all know, our financial planning community is full of people doing extraordinary work that has a positive impact on society. Once...
November 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! Announcements Save the Date! FPA NorCal is May 26th and 27th. The NorCal Conference registration opens December 1st. Early Bird registration...
FPASF Sponsor Spotlight: Voya
Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a spotlight of one of our Gold Sponsors! ..... Voya Investment Management (formerly ING Investment Management) is a $214B US based asset manager, with Investment Expertise in Fixed...
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