Membership Milestones: October 2014
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 35 Years Mr. Julius F. Brauner 15 Years Mr. Timothy D. Welsh 10 Years Ms. Karen J. Medford 5 Years Mr. Sam T. Su Mr. Ludovic Thomasson Ms....
Press Release: Financial Planning Days
The FPA of San Francisco Announces Financial Planning Day on October 25, 2014 San Francisco, CA, September 20, 2014–The Financial Planning Association of San Francisco, in partnership with the City and County of San Francisco, are pleased to announce the details of...
FPASF e-Newsletter: October Meeting Details and Other Chapter News
Stay informed on all of the events and opportunities to network with the Financial Planning Association of San Francisco Newsletter. Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, October 14, 2014 11:30 am - 1:30 pm Topic: Many...
FPA SF Member Appreciation Event Recap
On Tuesday, September 9th, the FPA of San Francisco Chapter hosted their annual member appreciation event at the Irish Bank..... The annual membership appreciation was held directly after the September Chapter meeting. The event took place in the private room at The...
September 9 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! Scholarship Program: Launched! FPA San Francisco and FPA East Bay are pleased to announce the intention of each chapter to award one of its...
FPA Member Benefits: Another Way FPA Membership Pays For Itself
You know about the great networking and educational opportunities FPA provides, but do you know of all the valuable discounts? There are over a 100 products and services offering free trials and discounts for FPA members. These discounts include savings on software...
Membership Milestones: September 2014
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! 5 Years Kelly D. Kane 5 Jessica K. Lanning 5 Tara C. Trautsch 5 Paul L. Perrino 5 Laura Tanner 5 Gretchen Owens 5 10 Years Alan...
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