FPASF e-Newsletter: August Meeting Details and Other Chapter News
Financial Planning Association of San Francisco Newsletter August 2014 Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, August 12, 2014 11:30 am - 1:30 pm Topic: Tax Issues for the Self-Employed Speakers: Bob McGrath, CPA, Tax Advisor &...
CFP Board Recorded Webinar: The CFP Exam: What to Expect on Exam Day
CFP Board presented a webinar to review what you can expect during the CFP® Certification Examination. A recording is below. http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/july-2014-exam Good luck on the July 18-19...
Congratulations to Sabrina Lowell: InvestmentNews 40 Under 40!
InvestmentNews announced their 40 under 40 list, and Sabrina Lowell was selected! A bit about the 40 Under 40 from the InvestmentNews site: The idea behind this inaugural InvestmentNews 40 Under 40 project was to illuminate the future of the financial advice industry...
Sign up for FPA National’s Media Training! Next Training September 4th
Become a "go to" source for journalists looking for information and commentary on personal finance, financial planning and the profession! FPA members can attend media training programs through their chapters or they can now participate in organization-wide virtual...
Save the date: Financial Planning Day on October 25th
Financial Planning Day in San Francisco will be held on October 25th, 2014 at the SF Main Library, 100 Larkin Street. More details to follow.
SF Smart Money Hackathon
SF FPA Pro Bono and NexGen participated in the SF Smart Money Hackathon on June 6th, 7th & 8th at Impact Hub in San Francisco. Designers and Developers teamed with the Smart Money Network and Consumer Credit Counseling of San Francisco, Mission Economic...
NerdWallet on Redefining Online Marketing in Financial Services
On May 20th, NerdWallet’s Ask an Advisor team presented a workshop on ‘Redefining Online Marketing in Financial Services’. They provided a guide for making the most of the internet to a large group of CalCPA and FPA members in their SoMa offices. They gave their best...
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