Premier Professional Organization for Bay Area Financial Planners
Emerging Advisors
The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice.
NexGen
NexGen (Next Generation) consists of members, typically under age 36, dedicated to leading and building the future of the Financial Planning profession.
Pro Bono
Making a difference in people’s lives by promoting financial literacy and providing individual, quality, financial advice for at-risk and underserved communities.
Advocacy
Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.
Upcoming Events
| Date/Time | Event |
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01/14/2020 4:00 pm - 6:00 pm |
Global Market Outlook
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc. |
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02/11/2020 10:00 am - 12:00 pm |
SF Federal Reserve
Golden Gate University, San Francisco CA Speaker(s): Liz Laderman, SF Federal Reserve |
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02/13/2020 9:00 am - 3:00 pm |
Vision 2020 – FPA of Silicon Valley Symposium
Franklin Templeton, San Mateo CA
The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, planners serious about gaining a clear vision for their practices will attend this premiere event. Financial professionals will be offered the opportunity to learn how to relate to their clients who are preparing for their aging cycle individually along with how to develop language that resonates with all of their clients, no matter their investing stage. Attendees will hear from one of Franklin Templeton’s top executives on the pulse of 2020, and throughout the day, will be offered the opportunity to earn essential continuing education credits. All of this would not be complete without ample time to network with other professionals and FPA chapter partners. Begin 2020 with a clear vision and register for the FPA Silicon Valley Symposium – Vision 2020. Register by January 3, 2020: Register after January 3, 2020: |
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03/10/2020 2:00 pm - 6:00 pm |
TBD
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Paul Veradittakit, Pantera Capital, Bitwise, Rachel Caldwell, Sumit Mehta |
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03/10/2020 6:00 pm - 8:00 pm |
Social Networking Mixer
San Francisco Italian Athletic Club, San Francisco CA |
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Have you registered for our chapter meeting next week? An Alternative Perspective on Retirement: Incorporating Lessons from the FIRE Movement into Your Practice
Speaker(s): Dylin Redling, Co-Founder, Retire by 45
Don't miss out - register now! We'll see you on Tuesday 10/8 at San Francisco Italian Athletic Club at 11am.
events.r20.constantcontact.com/register/event?oeidk=a07eglfcdyg3c7b19bd&llr=bqlzdklab
10-8-19 - An Alternative Perspective on Retirement
events.r20.constantcontact.com
Our 2019 FPA of San Francisco President, Kate Wilusz, and 2020 President, Nasira Iqbal, share where the chapter has been and where the chapter is going. Tune in to hear about some recent updates and an outlook for the future of our meetings and events. Thank you for being a member of our chapter! We look forward to seeing you soon.
Our next #FPASF chapter mtg: 7/9/19 "Turning Questions on Politics into Productive Investment Dialogues" with @BenPhillipsCFA 4-6pm. Join us immediately after this great session for our Summer Social Mixer (6-8pm). Both events will be held San Francisco Italian Athletic Club - register now! www.fpasf.org/fpaevents/local-chapter/
We hope you will join us for the First FPA Bay Area NexGen Retreat in August! This one-day event will be packed with educational content and networking opportunities designed for the next generation of advisers.
This event is part of our expanding lineup of NexGen and Emerging Advisors programming. We are working hard to provide FPA Bay Area members with valuable education and professional development programs. An important objective of the chapter is to increase networking opportunities among the generations, which is why we have added networking happy hours, speed mentoring and days of service to the list of chapter events. We also want to provide the opportunity for NexGen planners to meet together and share their successes and challenges in a comfortable setting surrounded by their peers.
Learn more and register here: www.eventbrite.com/e/2019-fpa-bay-area-nexgen-retreat-tickets-62236464942
2019 FPA Bay Area NexGen Retreat!
www.eventbrite.com
After what is sure to be a great meeting and event this afternoon, we have another #FPASF event this week, a sponsored webinar (ONE CE CREDIT available):
Thursday, May 16, 2019
12:00 pm - 1:00 pm
Topic: Modeling Home Equity Conversion Mortgages (HECMs) in MoneyGuidePro®
Register here: events.r20.constantcontact.com/register/eventReg?llr=bqlzdklab&oeidk=a07ega6mc6s41a0de81
Description:
Are all of your clients in the Confidence Zone? If not, join Mary-Alice Cárdenas - RMF for a special webinar when she will introduce how financial planners can add home equity to their older clients' risk-management strategy planning. During the webinar, Mary-Alice will include a MoneyGuidePro® demonstration featuring strategies for managing retirement goals and cash requirements while increasing your clients' probability of success - all while utilizing the FHA-insured* Home Equity Conversion Mortgage (HECM), more commonly known as a reverse mortgage.
Attendees will learn how to use the "What If" worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves. There will also be a brief overview of the HECM program and the pros and cons of reverse mortgages, as well as a review of their four common uses in retirement planning.
Who should attend? Financial planners who are "open" to new ideas for improving their clients' probability of success, and who have older clients meeting any of the following criteria:
* Clients age 62+ with plans at-risk
* Clients age 62+ with no long-term care insurance
* Clients age 62+ still making mortgage payments
* Clients age 62+ planning on purchasing a new home with
traditional financing
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
*This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.
We look forward to seeing you at The SF Italian Athletic Club this afternoon for two great events!
First, our chapter meeting Inside "The Mind of An Insurance Underwriter: Helping Clients Navigate California's Current Underwriting Trends"
with Kyle Cliff, Vice President, HUB International Insurance Services Inc.; Michelle Ortiz-Day, Business Development Manager, Chubb Personal Risk Services; James Pozzi, CFA, AVP, Regional Underwriting Manager, PURE Insurance
The chapter meeting will be from 4pm-6pm PT
Then, from 6pm-8pm PT, we'll be hosting a networking mixer for good conversations, community building, and (hopefully) some smiles and laughs!
Did you attend our last chapter meeting The City Club of San Francisco on Equity Compensation? If so, we hope you enjoyed it! If not, you missed out on some great sessions! See below for a recap from one of our FPASF volunteers:
Thank you to the Programs Committee for creating an excellent agenda for the March 12th Monthly meeting. Who knew 4 hours of discussion on equity compensation planning could be so interesting! What I enjoyed most about the day was the “cradle to grave” discussion of equity compensation planning from both an employer and employee perspective.
Alison Wright, Partner at Hanson Bridgett, started the day off with a discussion of early-stage equity comp planning ranging from Section 409A valuations through cap table management focused on the when, what, and whys of various compensation options.
Landon Loveall of KB Financial Advisors followed this with a presentation titled “Don’t Die of Dysentery” focused on employee risks regarding equity compensation. While the historical example of the Oregon Trail pioneers was a bit lost on me at first, I believe I got it by the end. One of the many take-aways form this talk for me was the discussion on “career risk”, or the potential damage one might do to their career while waiting for an early stage start-up to reach a liquidity event.
Meredith Johnson of BPM rounded out the day with a more detailed discussion of equity compensation taxation, again, focused on both the employee as well as the employer. An added benefit was some discussion around opportunity zones, which I am sure will make an excellent topic for a future FPA SF meeting.
And thank you to our Gold Sponsor for that meeting: Retirement Funding Solutions. Homa Rassouli
If you have not yet locked down your tickets to hear Morgan Housel speak on The Psychology of Risk at Golden Gate University on April 24th, you better hurry because tickets are limited and they're going fast!
All are welcome!
Check out the event here: www.fpasf.org/fpaevents/local-chapter/
Local Chapter | FPA San Francisco
www.fpasf.org
The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.
Member Benefits
The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process.
About the FPA
The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.
News & Updates
FPA Membership Offers an Array of Benefits! Find Out More Here
Click on the link below: FPA Member Benefit Partners
FPASF Announces 2019 Board Nominees
Access the full 2019 Board Nominees here
Planner & Logistics Volunteers Needed for SF Financial Planning Day, October 27th!
Financial Planning Days are an amazing opportunity to access free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Advisors are volunteering their time, and are not allowed to hand out business cards or...
Thank You To Our Sponsors
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