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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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Next Meeting At:
The City Club, 155 Sansome Street, San Francisco
Main Dining Room
Tuesday, July 9, 2013, 11:30 am - 2:30 pm
Topic: Using a Workflow System and Integrated Technology Solutions to Deliver Consistent Client Services Efficiently & Profitably
Speaker: Deborah Fox, CEO & Founder, Fox Financial Planning Network
Program Description: A business cannot run smoothly and most profitably without systems in place. Most financial advisory firms do not have well-thought-out, documented processes they follow to deliver consistent, excellent service to their clients. Discover what a workflow system is, how to create one for your firm and then use technology solutions to automate various daily tasks so you can systematize the delivery of your client services with customization for each client. The tips covered in this session will help you work more efficiently, deliver a higher level of service without working harder, increase your firm's profitability, and allow you to scale your firm to grow. More details here
Register Today!
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Upcoming Events
Date: June 18, 2013 Time: 12:00 pm - 1:30 pm Topic: Marin Brown Bag Lunch Event - Content Marketing for Financial Planners Speaker: Kristin Harad, CFP® Location: 100 Larkspur Landing, 1st Floor Meeting Room Click here for details and to register
Date: June 20, 2013
Time: 5:00 pm
Topic: Member Social Get-Together
Location: The Hidden Vine, 408 Merchant Street, SF
Click here for more details
Date: June 26, 2013
Time: 5:30 pm - 7:00 pm
Topic: Emerging Advisors Forum - Grow Your Business with ETFs and Risk Management Strategies
Speaker: Frederick Van Den Abbeel
Location: 101 Montgomery Street, Suite 600, SF
Click here for details and to register
Date: August 13, 2013
Time: 11:30 am - 1:30 pm
Topic: Concrete Tips for Working with Grieving Clients
Speaker: Elizabeth (Libby) Palomeque, CFP®, First Republic Investment Management
Location: The City Club, 155 Sansome Street, SF
Click here for details and to register
Date: September 13, 2013
Time: 7:30 am - 12:30 pm
Topic: FPA of Northern California's Second Annual Fall EXPO
Speaker: Stephanie A. Kelton, Chair, Department of Economics, University of Missouri-Kansas City
Location: CSUS Alumni Center, 6000 J Street, Sacto
Download flyer here / Register Today
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Chapter News
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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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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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