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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
09/24/2019
11:30 am - 1:00 pm
Marin Brown Bag Lunch Meeting - Taking Planning Conversations Deeper - Leveraging Impact Investing, SRI, and ESG to Forge Enduring Client Relationships
Larkspur Landing, Larkspur Landing CA

Speaker(s): Sonya Dreizler, Founder, Solutions with Sonya
Details/Register 

10/08/2019
11:00 am - 1:30 pm
An Alternative Perspective on Retirement: Incorporating Lessons from the FIRE Movement into Your Practice
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Dylin Redling, Co-Founder, Retire By 45
Details/Register

10/26/2019
9:00 am - 3:00 pm
10th Annual SF Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

For more information on the event, visit www.bayareafinancialplanningdays.org
To register to attend, visit https://www.eventbrite.com/e/san-francisco-financial-planning-day-2019-registration-65222751004

11/12/2019
11:30 am - 1:30 pm
Tax Planning for Financial Planners (Panel)
Golden Gate University, San Francisco CA

Speaker(s): Annette Brinton, CPA, CFP®, Waypoint Wealth Partners & Others

12/10/2019
4:00 pm - 5:30 pm
TBD
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

Click here to view the full list of events.

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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. ... See MoreSee Less

4 months ago

FPA of San Francisco

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.
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4 months ago

FPA of San Francisco

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!
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6 months ago

FPA of San Francisco

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
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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.

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