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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, May 14, 11:30 am - 1:30 pm
Topic: The 2013 Income Tax and Estate Planning Update
Exploring the Practical Aspects of the 2013 Income Tax Regime
Speakers: Adam J. Gensler, Senior Manager, Frank, Rimerman & Co, LLP
Kevin P. McAuliffe, Tax Partner, Frank, Rimerman & Co, LLP
Common Mistakes in Estate Planning and How to Avoid Them
Speaker: Meredith Bushnell,
Counsel, Arnold & Porter, LLP
Program Description:
The 2013 Income Tax and Estate Planning Update
The session will delve into the nuances of the income and estate tax changes from the American Taxpayer Relief Act of 2012. Attendees will learn helpful and practical strategies to apply within their practices. Continue reading meeting write up here
Register Today!
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New Member Orientation (Immediately Following the Meeting), 1:30 pm - 2:30 pm
The Financial Planning Association is the community that fosters the values of financial planning and advances the profession. We understand that your time is precious, which is why FPA stays focused on giving you the support you need in your success.
We appreciate your interest and participation in the San Francisco chapter, and would like to invite you to our New Member Orientation, to be held on Tuesday, May 14th, at The City Club, 155 Sansome Street from 1:30 to 2:30 p.m. The orientation will provide an opportunity for you to meet other members and learn about the FPA resources available to you both from FPA national as well as our local chapter. The Orientation is FREE, and we encourage you to bring a colleague to share the experience.
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Events of Interest You Won't Want to Miss!
April 24, 2013, 5:30 pm, 101 Montgomery St., #600, SF
April 26, 2013, 11:30 am - 12:45 pm, Schwab Center
May 6, 2013, 5:30 pm - 7:00 pm, The City Club
For additional information on these and other events, please visit the chapter's website at www.fpasf.org.
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Chapter News
May 6th Deadline Approaching Fast! Apply Today for the Keir Scholarship Available for FPA Members Only
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.
Attention Students: New Reduced Meeting Rate is Now Available!
The chapter is now offering member and non-member students a chance to attend the monthly chapter meetings for a decreased price. Student members can now attend the meetings for just $25 (a $20 savings) and non-members at $35 (a $30 savings).
We hope this small gesture will make it a little easier for you to come and network with the many resourceful Bay Area financial professionals.
We hope to see you at the next meeting!
FPA of San Francisco is on Facebook!
We're using Facebook as yet another way to get information out to our members on what is going on in our chapter. Like us on Facebook to get meeting registration reminders and event information through the news feed. Come back to our page to check out the calendar of events and see news and pictures of your fellow members!
Find us at www.facebook.com/fpasf or click the icon on the sidebar of this eNewsletter.
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Upcoming Meetings
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
Date: Tuesday, September 10, 2013, 4:00 pm - 6:00 pm
Topic: Supporting the Growth of Both the Business and the Employee
Speaker: TBD
Member Appreciation Event 6:00 pm - 7:00 pm
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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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