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...
Membership Milestones: November 2014
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 30 Years Mr. John M. Pacelli 15 Years Ms. Terri Lyders 5 Years Ms. Sunita H. Patel Ms. Freda L. Zietlow
Financial Planning Days Recap
Financial Planning Day 2014 at the San Francisco Public Library was a great success! Read on for a recap of this great event: Every member of the community can point to new ways to improve the event and quantity of advice given, but I think it is important for...
FPASF Announces 2015 Board Nominees
Chapter elections will be held at the December 9th meeting. If you are interested or would like to nominate someone for one of the board positions, please contact Vince Crivello at vcrivello@loringward.com. Please click HERE for a full listing of the 2015 Board...
FPASF e-Newsletter: November 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, November 11, 20149:00 am - 2:00 pm Topic: Tax-Optimized...
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