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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, November 12, 2013
9:30 am - 1:30 pm
Topic: Working With Outside Experts to Create Value for Clients
 Speaker: John Bowen, CEO, CEG Worldwide Program Description:
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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. 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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Thirsty Thursday Member Social Mixer
Thursday, October 17, 2013, 5:00 pm
Come mix and mingle with fellow FPASF members at Barrique's located at 461 Pacific Avenue in San Francisco (www.barriquesf.com.) It is sure to be a fun and entertaining evening!
No RSVP's required. We hope you can join us!
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Nominations Now Open for the Heart of Financial Planning Award - Due Date 11/15/13
Once a year, the FPA's San Francisco chapter chooses to recognize an individual who is making a difference. The FPA Heart of Financial Planning Award is an esteemed acknowledgement of an individual or organization, who has used the FPA's Core Values of integrity, competence, dedication to relationship building and stewardship to contribute to the financial planning community and/or the public.
How do you nominate someone? Simply complete the nomination form and return it to our Executive Director, Holly Wilkerson, by email at info@fpasf.org or by fax at 877-260-3218. Nominations are due by 11/15/13.
The chosen recipient will be honored at the chapter's holiday reception in December.
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Upcoming Events
9:00 am - October 19, 2013
4th Annual San Francisco Financial Planning Day
UC Hastings College of the Law, 198 McAllister St, SF
5:00 pm - October 22, 2013
UC Berkeley Extension PFP / FPA Networking Event Complimentary - Click here for more details8:00 am - November 9, 2013
4:00 pm - December 10, 2013
Communicating with Next Generation Clients
Abby Raphel, Executive Director, Redwoods Initiative; panelists
5:30 pm - December 10, 2013
Holiday Reception
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Chapter News
Deadline EXTENDED 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 new deadline is November 1, 2013.
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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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