February 10 Chapter Meeting Announcements
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Speaker Tom Boczar, Session Coordinator Wade Pitts, Speaker Elizabeth Ostrander, Director of Programs Sonia Maksymiuk Thank you to our...
Save the Date – Far West Roundup – 08/13/15- 08/16/15
Greetings, We are pleased to announce that the 2015 Roundup will be held from August 13 through August 16. Once again, we will be at UCSC’s College 8. We are working on our speaker invitations. If you know of anyone who might benefit from and/or otherwise be...
FPA Member Discount Guide
Check out FPA's new Member Discount Guide - found in the February Journal of Financial Planning and available online here........... http://www.onefpa.org/Membership/Documents/FPA_MDP_Guide.pdf The FPA has cultivated a comprehensive collection of benefits aimed to...
January – March 2015 Events for Northern California FPA Chapters
Check out the events for the Northern California FPA Chapters - San Francisco, East Bay and Silicon Valley January - March 2015 Events for Northern California FPA Chapters January 2015 07 FPA of the East Bay Topic: The Economic And Financial-Market Outlook Into 2015:...
FPASF e-Newsletter: February Meeting Details and Other Chapter News
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, February 10, 2015 11:30 am - 1:30 pm Topic: The Resurgence of...
January 13 Chapter Meeting Announcements
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! January 13th Chapter Meeting: Navigating through the Changing Investment Landscape: What to Know, What to Do – Speaker – Nelli Oster, PhD,...
FPASF Sponsor Spotlight: RiverNorth
Thank you to our Gold Sponsors for supporting the FPA of San Francisco. Below is a spotlight of one of our Gold Sponsors! ..... RiverNorth Capital Management, LLC ("RiverNorth") is a Chicago-based investment management firm founded in 2000 that specializes in...
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: https://buff.ly/4e6Yoho
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
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!
https://buff.ly/4b5y1rb