Welcome to the Financial Planning Association of San Francisco
August 31, 2017 5:30 pm 7:00 pm Emerging Advisors Forum The Usual Suspects Retirement Plan Options for Your Advisory Practice Ed Wong, Owner, Planning Financial Advisors Golden Gate University, 536 Mission Street, Room 5208, San Francisco, CA Details/Register
September 12, 2017 4:00 pm 6:00 pm Cybersecurity: How to Protect Your Business Craig Watanabe, CSCP®, AIF®, CFP®, Chief Compliance Officer, American Financial Network Advisory Services, LLC The City Club, 155 Sansome Street, San Francisco, CA Details/Register
September 12, 2017 6:00 pm – 8:00 pm Member Appreciation Event Taverna Aventine, 582 Washington Street, San Francisco, CA Details
September 21, 2017 5:30 pm 7:30 pm FPA NexGen Is Philanthropy Taboo? East Bay Networking and Practical Training for Having Charitable Conversations with Clients Nicole Kyauk, MPA, CAP, Senior Development Officer at East Bay Community Foundation; Christine Lim, MBA, Senior Development Officer at East Bay Community Foundation The Conference Center at East Bay Community Foundation – James Irvine Foundation Conference Center, 353 Frank H. Ogawa Plaza Oakland, CA Details/Register
Please visit http://www.fpasf.org/careers/scholarship-program/ for all of the details
Event Details: Date: October 28, 2017 Time: 9:00 am 3:00 pm (Arrival time is 7:30 am) Topic(s): San Francisco Financial Pla
Our December meeting and holiday reception was a lot of fun! Thank you all for coming out and making it a memorable evening!
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
Check out the upcoming meetings events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley
2013 FPA of San Francisco Member Perspectives on YouTube
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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 dedicated to advancing the financial planning process. FPA of San Francisco is a dynamic association with over 590 members.
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