Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!

Chapter Meeting: Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired Financial – The City Club, 155 Sansome Street, SF

Session Coordinators: Gretchen Hollstein & Jane Yoo


October 13 FPASF Chapter Meeting: Programs Director Sonia Maksymiuk, Session Coordinator Gretchen Hollstein, speaker Mark Prendergast, Session Coordinator Jane Yoo.

Thank you to our Meeting Sponsor: Christina Gray from Stonecrest Partners

Upcoming Events and Announcements:

Congratulations to Sabrina Lowell for winning the FPA National Heart of Financial Planning Award!

October 21, 2015 – 5:00 pm – 7:00 pm – Wind Down Wednesday Social Networking Mixer – Americano Restaurant & Bar, 8 Mission Street, SF (Join us on the patio outside by the Embarcadero side) – No RSVP Required

Deadline Approaching for FPAEB & FPASF Scholarship  –  2015 FPA San Francisco CFP® Scholarship Program due date for applications is November 2nd. $1,500 in scholarships is available to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program. For more information see


Next Chapter Meeting: November 10, 2015 – 9:30 am – 1:30 pm – Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions – Dr. Terrance Odean, Rudd Family Foundation Professor, Haas School of Business, University of California, Berkeley; Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie, Distinguished Adjunct Professor, Golden Gate University’s Ageno School of Business – The City Club, 155 Sansome Street, SF