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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, SF, Main Dining Room
Tuesday, October 8, 2013
11:30 am - 1:30 pm - Program
1:30 pm - 2:30 pm - Networking Hour
Topic: Losing Less May Not be a Winning Strategy
Speaker: Thomas H. Atteberry, CFA, Partner, FPA Inc.
In today's extraordinary fixed income investment environment investors need to focus on a discipline of preservation of capital and being confident that their fixed income allocation is not additive to risk in a client's overall portfolio. Fixed income managers need to have a clearly articulated investment philosophy and discipline or the result could be performance in line with an index. Continue reading here
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Marin Brown Bag Lunch Meeting
Wednesday, October 23, 2013, 12:00 pm - 1:30 pm
Larkspur Landing, 100 Larkspur Landing Circle, Larkspur
Title: Financial Planning for Same-Sex Couples Post-DOMA
Speaker: Sara Ellefsen, MBA, CFP®, Golden Gate Personal Financial Planning, LLC
Program Description:
Financial planning for same sex couples has always presented a complicated set of issues. Now, in the aftermath of two landmark Supreme Court decisions, advisors face a new and still-shifting legal and tax landscape. The Defense of Marriage Act has been struck down, leaving many gay couples to live with a patchwork of state laws. Proposition 8 is no more, so how do we advise our couples who live in California? How "married" is married, and what does the IRS say about it? Join this session to discuss what the new rulings mean for your clients. Click here to read the full write up and to registerNote: FPA Brown Bag Lunch Events require FPA membership to attend. FPA members from other chapters are welcome to attend as well as guests of FPA members.
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Save the Date
Thursday, October 17, 2013, 5:00 pm
Thirsty Thursday Member Social Mixer
Location: Barrique
461 Pacific Avenue, San Francisco, CA
(http://www.barriquesf.com/)
No RSVP's required. We hope you can join us!
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Upcoming Events
9:00 am - October 19, 2013
4th Annual San Francisco Financial Planning Day (Volunteer Registration is Now Open)
9:30 am - November 12, 2013
Leveraging Outside Experts to Create Value and Land Prospects
John Bowen of CEG Worldwide; others TBD
4:00 pm - December 10, 2013
Advisor Panel
5:30 pm - December 10, 2013
Holiday Reception
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Chapter News
- Applications Now Being Accepted for the FPASF CFP® Scholarship Program!
FPA San Francisco is pleased to announce the intention to award one of its members with financial assistance in the form of a $1,500 scholarship to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program, plus a 1-year "CFP Certificant Student" membership in FPA San Francisco (value $99; winner will be reimbursed for their 2014 membership dues). Applications can be downloaded here. The deadline is October 15, 2013.
- FPA to Honor Elissa Buie and Kacy Gott at FPA Experience 2013
Congratulations to members Elissa Buie, CFP® who will be presented with the 2013 P. Kemp Fain, Jr. Award and Kacy Gott, CFP® who will receive the Heart of Financial Planning Award at FPA Experience 2013 on Oct. 19-21 at the Orange County Convention Center in Orlando, Fla. Click here to learn more about the awards and recipients
- Volunteers Needed for 4th Annual SF Financial Planning Day
Scheduled for October 19th from 9:00 am to 4:00 pm at UC Hastings, this event will feature planners who are interested in providing one-on-one counseling to individuals and families, many of whom have never had the opportunity to meet with a planner before. Financial planners who either hold the CFP® certification or are members of the FPA are eligible to volunteer. For volunteer registration, please visit: www.financialplanningdays.org/SanFranciscoVolunteer
Logistics volunteers are also needed the day of to help ensure that the event runs smoothly. Logistics volunteers may be asked to help at the registration table or help direct traffic in the "Ask-a-Planner" section. If interested, please contact Holly Wilkerson at info@fpasf.org. Individuals interested in receiving financial advice can register directly at www.financialplanningdays.org/SanFrancisco
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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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