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Next Meeting At:
The City Club, 155 Sansome Street, SF, Main Dining Room
Tuesday, August 13, 2013
11:30 am - 1:30 pm Program
1:30 pm - 2:30 pm Networking Hour
Topic: Concrete Tips for Working with Grieving Clients
Speaker: Elizabeth (Libby) Palomeque, CFP® Portfolio Manager, First Republic Investment Management
Program Description: If emotions are analogous to weather systems, then grief is the equivalent of the category 5 hurricane. Grief is flattening; it often leaves people mentally disorganized and emotionally drained. How can you, as professional, interact with your grievers in the most effective way? Continue reading here
Register Today!
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Upcoming Events
Date: July 30, 2013
Time: 6:00 pm - 8:00 pm
Title: San Francisco NexGen Gathering (For members under 36 years of age)
Date: September 10, 2013
Time: 4:00 pm - 6:00 pm Meeting & 6:00 pm - 7:00 pm Member Appreciation Event
Title: Supporting the Growth of Both the Business and the
Employee / Speaker: TBD
Date: October 19-21, 2013
Title: FPA Experience 2013 - Transform Your World
Members: Use Promo Code CHEXP13 and save $25 plus the chapter receives a $25 rebate!
Click here for more information on the conference and to register
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Chapter News
- Board Update - Strategic Planning Meeting Combined with Some Fun
The Board recently met in Marin to assess our progress over the past year and plan for the next 18 months. Our focus continues to be on increasing the value of membership for SF members. It's clear that the community of FPA SF is what differentiates us from other chapters. We will continue to look at enhancing our community through best-in-class lunch meetings, regional events, online venues (LinkedIn/Facebook), and affinity-based meetings.
As our plans are finalized for fiscal 2014, we'll continue to share our plans and solicit your input. Thanks again for all your feedback, contributions and support. Below is a photo of the Board during a hike that followed the meeting.
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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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