|
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.
|
:: (877) 260-3218
Follow Us
 |
|
|
|
|
Next Meeting At:
The City Club, 155 Sansome Street, San Francisco
Tuesday, December 10, 2013
4:00 pm - 5:30 pm - Program
5:30 pm - 7:30 pm - Holiday Reception
Topic: Engaging the Next Generation of Wealth
Speaker: Abby Raphel, Executive Director, The Redwoods Initiative; Panel of Speakers
Program Description:
Two unique trends in the age group of "Under 40" are attracting attention from all types of advisors... Silicon Valley and San Francisco are hotbeds for young tech entrepreneurs, while nationwide 40 trillion dollars of wealth will transfer to the next generation by 2040. Increasingly all types of wealth advisors are encountering a younger, less experienced client - packaged in a mindset of immediate access to information, a preference for self-direction, busier schedules and demand for instant gratification. Continue reading complete write up here(This topic has been approved by the CFP Board for 1.0 hour of CE credit.)
Special Announcement: Cheers! The SF-Pro Bono Committee would like to salute members who have participated in a SF-Pro Bono event in 2013. Can we buy you a drink at the Holiday Reception? Please check the ("Pro-Bono Participant") box when registering for the December 10th Chapter Meeting indicating that you have participated in a SF-FPA Pro Bono event. We are thankful to all of our participants and hope to celebrate with you on December 10th.
| |
|
|
_________________________________________________
|
Holiday Reception (Immediately After Meeting)
5:30 pm - 7:30 pm
Come spend a fun evening mixing and mingling with members and guests while you dine on hors d'oeuvres and drinks! We hope you can join us!
|
|
Upcoming Events
11:30 am - January 14, 2014Outlook for the Economy and Financial MarketsGary Schlossberg, Sr. Economist, Wells Capital Management 11:30 am - February 11, 2014Face Off: Market Cap Weighted or Fundamentals 9:30 am - March 11, 2014
Advanced Financial Planning Topics Michael Kitces
|
|
Chapter News
Nominations Now Open for the Heart of Financial Planning Award - Due by 11/30/13
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 11/30/13. The chosen recipient will be honored at the chapter's holiday reception in December.
Seeking Volunteers for Job Corps
If you'd like to make an immediate impact on the lives of young adults by providing personal financial education, volunteer with FPA's Pro Bono Job Corps team. We facilitate one hour workshops each month for approximately 30 students at the Treasure Island Job Corps campus. We cover a range of useful topics such as goal setting, creating saving/spending plans, maintaining good credit, and taking advantage of employer benefits.
For additional information visit http://www.fpasf.org/volunteer/job-corps or contact Mike Pablo at mpablo@agilefp.com. For those of you who may be interested in volunteering but want a better sense of the program, you are welcome to shadow an experienced volunteer at an upcoming Job Corps workshop.
|
|
Thank You to Our Gold Sponsors
|
|
Thank You to Our Silver Sponsors
|
|
|
|
|
