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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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The City Club, 155 Sansome Street, San Francisco
Main Dining Room
Tuesday, April 16, 2013, 11:30 am - 1:30 pm
Topic: Advising Clients Before, During & After Their Divorce
Speaker(s): Susan Campbell, CFP®, CDFA™, Principal, Buena Vista Financial Resources
David A. Fink, Partner, Nachlis & Fink
Monica C. Mazzei, Partner, Sideman & Bancroft, LLP
Program Description: A divorce settlement may be the largest financial transaction of your clients' lives while set against a backdrop of extreme emotional challenge. Given the high rates of divorce, advisors should be ready to offer guidance to their clients and direct them toward the proper resources.
The panelists will review the core legal and financial concepts of divorce including: - Laws and timelines governing divorce
- Types of divorce (Litigation, Mediation, Collaborative Divorce) and the appropriate uses
- Certified Divorce Financial Analyst
- Separate & community property
- Financial considerations when splitting assets including the family home Continue reading here
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Ethics Webinar, 1:30 pm - 3:30 pm (Immediately following the chapter meeting)
Program Description:
Complete your CFP ethics requirement at a third of the cost or less. This program will feature a rebroadcast of the 2 C.E. ethics course that is offered by FPA national for $120. Please join us at the conveniently located San Francisco City Club immediately after the regular monthly program to network with your peers as you complete your requirement. Register Now! *This event qualifies for 2.0 hours of CFP CE
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SAVE THE DATE - New Member Orientation
May 14, 2013, 1:30 pm - 2:30 pm
Stay tuned...more details to follow soon
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CFP Board of Standards, Inc.
CFP® Certificant Connections, May 6, 2013
5:30 pm - 7:00 pm, The City Club, SF
The CFP Board will share updates on some of CFP Board's current activities and engage you in discussion about issues of importance to the financial planning profession, including CFP Board's national public awareness campaign and financial services regulatory reform.
Most importantly, this event will give them a chance to listen to you and your colleagues. It will be held in an open format to allow participants to address the issues of most concern to them, and to provide CFP Board's leadership the chance to connect with the CFP® professional community in the Bay area.
Complimentary online registration and additional information is available at: www.CFP.net/connections. You may also download the flyer here.
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Chapter News
Board Update - FPA SF has launched a Past Presidents' Council!
The inaugural breakfast was held before the chapter meeting on Tuesday, March 12th. Nine past presidents and ten current board members attended. The past presidents shared stories from their time in office, as well as a few pieces of advice on how to continue to make our chapter the premier professional organization for Bay Area financial planners. We look forward to making the gathering of current board members and the Past Presidents' Council an annual occurrence.
 
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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Emerging Advisors Forum
How to Form Your Own RIA, Niel Armstrong
Wednesday, April 24, 2013, 5:30 pm
101 Montgomery Street, Suite 600, SF
The Emerging Advisor Forum is pleased to present an informative and educational session to learn about the requirements, procedure and costs to develop your own California or SEC Registered Investment Advisory Firm. For more information, please click here.
This is a free event, open to the public.
RSVP Required - Please visit http://aprileaf2013.eventbrite.com/
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Financial Women's Association (FWA)
The Eurozone Crisis, Elizabeth Corley
Friday, April 26, 2013, 11:30 am - 12:45 pm
Schwab Center, 211 Main Street, SF
Elizabeth Corley was named The Most Influential Woman in Asset Management in 2009, CEO of the Year in 2011, and The Most Influential Person in Asset Management in 2012 by Financial News. We are thrilled to have Elizabeth address the FWASF on developments in the Eurozone crisis. This is sure to be a most informative luncheon!
To register, please visit http://www.fwasf.org/event20130426.asp
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Upcoming Meetings
Tuesday, May 14, 2013, 11:30 am - 1:30 pm
Topic: The 2013 Income Tax & Estate Planning Update
Speakers: Adam J. Gensler, Kevin P. McAuliffe and Meredith Bushnell
1:30 pm - 2:30 pm, New Member Orientation
June - No Meeting
Tuesday, July 9, 2013, 11:30 am - 1:30 pm
Topic: Assisting Clients Through Unexpected Loss and Grief
Speaker: TBD
Date: Tuesday, August 13, 2013
Topic: Working with Specialists to Deliver Value on Client's Outside Assets
Speaker: TBD
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