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Greetings!
This is a reminder that we don't typically have a regular chapter meeting in June due to the fact that so many of us attend the outstanding Norcal conference at the end of May (28-29). However, we do have a couple of smaller events in June for those who are interested in staying engaged with our local chapter. The first one is a brown bag event in Marin on June 18th and the second one is our inaugural FPA SF social mixer on June 20th. See details below in this email. We hope to see you at one of those events and at Norcal!
Regards,
Tanya Steinhofer, CFA, CFP®
2013 President, FPA SF
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Upcoming Events
June 18, 2013, 12:00 pm
FPASF Brown Bag Meeting - Content Marketing for Financial Planners
Speaker: Kristin Harad, CFP®
Join us as Kristin discusses practical ways to implement one of the most powerful marketing strategies in today's information-driven world ---content marketing. Attendance is limited to 20, so RSVP ASAP! Details/Register
June 20, 2013, 5:00 pm FPASF Member Social Get-Together The Hidden Vine, 408 Merchant Street, SF We are starting a tradition of having informal get-togethers every second month on the third Thursday of the month. The first of these socials will be June 20th. Come join your fellow FPASF members to discuss topics of interest to you (and drink some wine), learn what others in the business are doing (and sample some cheese), and meet board members to let them know how to make the chapter even better. There is no agenda and no cost other than what you eat and drink. No RSVP's are required. Just put it on your calendar and see you there.
July 9, 2013, 11:30 am - 1:30 pm
FPASF - Assisting Clients Through Unexpected Loss and Grief
Speaker - TBD
Please visit the chapter's website for additional information on the above events. For events and programs offered by our Allied Professional Organizations, please click here for details and calendar links.
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Chapter News
- FPA of California - Click here for the latest developments regarding these grassroot efforts
- Regional Newsletter, The Planner - Exciting things are happening with the new design and structure - read all about it
- New Reduced Student Meeting Rate - Registration for student members is now only $25 (a $20 savings) and for student non- members $35 (a $30 savings). We hope to see you at our next meeting!
- FPA Voluntary Long-term Disability Plan - With a new rate decrease, it is a good time to take advantage of this offer! (Open enrollment is June 1st - June 21st) New enrollees will be accepted "guarantee issue" (no medical questions), regardless of your original FPA membership date. More details
- FPA of San Francisco is on LinkedIn! We're using LinkedIn as a forum for our financial planning community to come together to share ideas and articles, ask each other questions and notify the group of upcoming events that may be of interest. It is a closed group for our professional network so we can keep it just to our members and other planners in the Bay Area. Connect to our LinkedIn group by searching for FPA of San Francisco at www.linkedin.com or click the icon on the sidebar of this e-Newsletter.
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