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: buff.ly/4e6Yoho
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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
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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!
buff.ly/4b5y1rb
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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!
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LOVE is in the air...love for FINANCIAL PLANNING that is!❤️Join us the day before Valentine's Day for our next Chapter Meeting and come hear Christopher Karachale discuss the items advisors and clients should be focusing on before the TCJA sunsets in 2025. buff.ly/48cUTm6
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CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam
San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.
buff.ly/3F11hAU
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Join the FPA of San Francisco at the ballpark July 26th - Battle of the Bay.
@FPAEastBay
buff.ly/3CDTLe7
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Join us in July - Unique Approach to Values and Theme Investing
SF Italian Athletic Club, San Francisco CA
Panelists: Doug Couden, CFA, Partner, CIO, BakerAvenue Wealth
Casey Sullivan, CIMA – BDO, Engine 1 / Nelli Oster, PhD, Director, ESG/SRI, Aperio
buff.ly/43SDqhv
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Do you have clients who live outside their home country? Register Now for our May 9th Chapter Meeting to learn more about Cross-Border Wealth Planning and get rewarded with CFP CE.
buff.ly/3H06PNx
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FPA of San Francisco retweeted
As CFP® pros, you have a unique opportunity to positively impact people's lives by empowering them to take charge of their finances. Let's use this month to promote financial literacy & raise awareness about the importance of financial planning. #CFPpro #FinancialLiteracyMonth
#FinancialLiteracyMonth starts next week—it’s a great opportunity to share your expertise & help people achieve their financial goals. Read my article on how personal finance education in schools can prepare students for financial independence: bit.ly/3m4XicV
@CFPBoard
Join us @3pm on 3/14 to learn about Navigating the Challenging Landscape of Elder Care
Speakers:Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead,
Sage Eldercare Services & Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law #CFPCE
buff.ly/3J9lRki
FPA of San Francisco retweeted
What an honor to speak on a panel with these leaders @FPAofSF in December: @sandibragar @lostansell & @RedwoodGrove. It’s wonderful to be part of such a sharing and helpful community!
@YeskeBuie @AspiriantNews @JLFwealth #financialplanning
FPA of San Francisco retweeted
Congratulations to FFP Trustee and Immediate Past Chair Scott Kahan on receiving the @fpassociation's 2022 P. Kemp Fain Jr. Award! A well-deserved honor for his indelible impact on the financial planning profession. We are so proud of you, Scott! #fpaannual #PowerProBono
Thank you to our December #FPASF Platinum Strategic Partner of the month — Arthur J. Gallagher! – at San Francisco, CA
financialplanningassociation… – at San Francisco, CA
