FPASF e-Newsletter: September Meeting Details and Other Chapter News
Stay informed on all events and opportunities to network with the Financial Planning Association of San Francisco Newsletter. Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, September 9, 2014 4:00 pm - 6:00 pm Topic: Key Trends in Defined...
Far West Roundup Event Recap
Wondering about the Far West Roundup? Read a recap of this educational & fun event held in August at the UC Santa Cruz campus. On Thursday afternoon, the first of the 75 attendees descended upon the UC Santa Cruz campus for the 25th annual FPA Far West Roundup...
Financial Planning Day 2014 – Call for Volunteers
Financial planner and logistics volunteers are needed for the 5th Annual San Francisco Financial Planning Day on October 19th! We're pleased to announce that volunteer registration is now open for the 5th annual Financial Planning Day in San Francisco. The event will...
August 12 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! Financial Planning Day Registration for SF Financial Planning Day is now open. This year all financial planners will need to have their CFP...
Membership Milestones: August 2014
Congratulations to the following FPASF members for hitting these milestones in your years with us at the FPA of San Francisco! Five YearsDouglas J. FelicianoAshley S. Murphy Ten YearsJacquelin R. ThomsonJamshed B. Gandi Marco Evoniuk Fifteen YearsDwight...
FPA SF Thirsty Thursday Event Recap
On Thursday, July 17th, about 20 FPA San Francisco professionals descended upon Blanc et Rouge (not to be confused with Rouge et Blanc) for the latest installment of FPA SF’s “Thirsty Thursdays.” This monthly event provides an excellent opportunity for FPA...
FPASF e-Newsletter: August Meeting Details and Other Chapter News
Financial Planning Association of San Francisco Newsletter August 2014 Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, August 12, 2014 11:30 am - 1:30 pm Topic: Tax Issues for the Self-Employed Speakers: Bob McGrath, CPA, Tax Advisor &...
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