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 members with financial assistance in the form of a $1,500 scholarship to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program.

See our webpage for more details! Pass it along—retweet, post, share!

Volunteer Sign-up for Committees:  We are expanding our roster of committee volunteer slots! Sign up for any committee you are interested in and the Director will contact you with more information. There are open positions in the following committees:

Programs: contact Sonia Maksymiuk, Director of Programs at

Technology: contact Lyman Howard, Director of Technology at

NexGen: contact Jen Hicks, Director at Large at

Career Development: contact Brandon Au, Director of Career Development at

Board Positions: Director of External Relations, Director of PR & Marketing Communications, contact President, Vince Crivello at


Upcoming Events

Thirsty Thursday Networking Mixer: October 16, 2014, 5:30 pm,The Press Club, 20 Yerba Buena Lane, SF  — the Giants game will be ON!

Financial Planning Day: Saturday, October 25. SF Public Library—Main Branch. Go to the website for more details!

Northern California Chapter Fall Expo: Thursday, November 13, 2014 from 9-3 at the Sacramento State Alumni Center.  Insights on robo advisors. See their website for more information!

Thank you to our featured Gold Sponsor: Christina Gray with Stonecrest Capital Management.

Also, thank you to our Session Coordinator, Freda Zietlow.