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Mission
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.
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:: (877) 260-3218
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Members & Friends of FPA San Francisco:
With this email newsletter, you'll notice some changes underway with FPA SF. We are continually looking for ways of enhancing your membership experience with us. As a start, we've vastly simplified the meeting registration experience. No more usernames and passwords to remember - just register and you're set.
Additionally, we'll be rolling out different ways to interact with us in the coming weeks including Facebook, Twitter, and Linkedin enhancements. Finally, just around the corner is a complete redesign of our site. Our focus was to help you find the information quicker and easier.
As we continue to enhance your membership experience, we're always looking for feedback. Email us anytime at info@fpasf.org.
Best regards,
Tanya Steinhofer, President
FPA San Francisco
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Next Meeting At:
The City Club, 155 Sansome Street, San Francisco
Main Dining Room
Tuesday, March 12, 2013, 9:30 am - 1:30 pm
Topic: Retirement Planning (3 Sessions)
Speaker: Michael Kitces, Pinnacle Advisory Group
The attendees will (1) learn about a richer framework for determining safe sustainable spending levels for clients, adapted to the individual's own particular circumstances, (2) learn about the recent trends and developments in the long term care insurance industry, and (3) understand ways that reverse mortgages can be used proactively to enhance retirement income sustainability.
Click here to read more about the specific sessions Meeting Agenda:
9:30 am - 10:00 am - Registration & Networking
10:00 am - 10:30 am - Chapter Announcements
10:30 am - 1:30 pm - Speaker Presentations & Lunch
1:30 pm - Program Closes
Thank You to Our Joint Sponsor/Organizer:
Thank You to Our Meeting Partners:
 
The Golden Gate Chapter
San Francisco Chapter
Thank You to Our Chapter & Special Meeting Sponsor:
Thank You to Our Meeting Sponsors:
 
Early Bird Registration will end on Friday, March 8, 2013
Register Now!
*This event qualifies for 3.0 hours of CFP CE credit pending approval from the CFP Board
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Chapter News
Keir Scholarship Available for FPA Members Only! Deadline is 5/6/13 - Apply Today!
Keir Educational Resources, a leading provider of professional education, will award one scholarship per FPA chapter per CFP® exam cycle. Review locations and dates can be found on our website, www.keirsuccess.com. This prize has a retail value of $970.00. Download application here.
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Apply Now for FPA Diversity Scholarship to Attend FPA Retreat 2013
Submit your application now for an FPA Diversity Scholarship to attend FPA Retreat 2013. Scholarship awards include 1-year FPA membership, admission to the conference (May 4-6), 1-year chapter dues, and some travel expenses.
Criteria for applicants include:
- Raising awareness of the profession in diverse communities;
- Serving diverse communities with financial planning;
- Increasing professional opportunities for diverse communities within the financial planning profession.
Apply now!
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Upcoming Meetings
Tuesday, April 16, 2013, 11:30 am - 1:30 pm
Topic: Advising Clients Before, During & After Their Divorce
Speakers: Susan Campbell, CDFA™,CFP®, Buena Vista Financial Resources & Monica Mazzei, Partner, Sideman & Bancroft LLP
Ethics 1:30 pm - 3:30 pm
Tuesday, May 14, 2013, 11:30 am - 1:30 pm
Topic: Income Tax & Estate Planning
Speaker: TBD
June - No Meeting
Tuesday, July 9, 2013, 11:30 am - 1:30 pm
Topic: Assisting Clients Through Unexpected Loss and Grief
Speaker: TBD
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