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Next Meeting At:
The City Club, 155 Sansome Street, San Francisco
Tuesday, January 14, 2014
11:30 am - 1:30 pm
Topic: Outlook for the Economy and Financial Markets
Speaker: Gary Schlossberg, Senior Economist, Wells Capital Management
Program Description:
Gary Schlossberg is a very experienced researcher and presenter on economic and financial topics. His work and insights are relied upon by the portfolio management teams at Wells Capital Management, and his insightful review and outlook for economic conditions and the financial markets is shared with internal departments at WCM as well as their customers. Those who have attended his presentations in the past know that he is an experienced and knowledgeable speaker, and he is adept at providing his audience with very thorough information and applicable insights. Continue reading write up here(This topic has been approved by the CFP Board for 1.0 hour of CE credit.)
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A Message from the Board
As we reflect on 2013, we are reminded what a great Chapter we have and thank all the members and sponsors for their support. We have already started work on a great line up of speakers for our 2014 meetings! We did want to let our members know of two changes in 2014 prompted by increased costs for holding meetings at the City Club as well as the ongoing costs associated with running the Chapter (which includes providing great speakers such as Michael Kitces). Our meeting registration fees for members will increase by $5 and by $10 for guests. In addition at your next renewal you will see a Member Assessment of $25. This will be a payment that goes directly to the Chapter and used to continue to provide the great benefits we offer to members as well as the pro-bono work such as our annual Financial Planning day. We thank you for your ongoing support and look forward to seeing you in 2014!
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SAVE THE DATE- January 28, 2014 - Allied Professional MixerOn Tuesday, January 28th at 5:30 pm, SF FPA members are invited to attend an Allied Professional Mixer with members from CalCPA and The Financial Women of SF. The event will take place at OSHA on Embarcadero Street. Look for further details soon on the chapter's website.
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Upcoming Events
11:30 am - February 11, 2014
Face Off: Market Cap Weighted or Fundamentals
9:30 am - March 11, 2014
Advanced Financial Planning Topics
Michael Kitces
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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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