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Next Meeting At:
The City Club, 155 Sansome Street, San Francisco
Tuesday, February 11, 2014
11:30 am - 1:30 pm
Topic: Face Off: Market Cap Weighted or Fundamentals
Speakers: John Escario, CFA - Vanguard
Brent Leadbetter, CFA - Research Affiliates
Program Description:
This session will present two industry proponents debating the current rationale of using market cap weights vs. fundamentals in portfolio construction. We are fortunate to have respected representatives from leading firms on both sides of the debate. Our speakers are John Escario, CFA from Vanguard and Brent Leadbetter, CFA from Research Affiliates. They will use the deep bench of resources available from their respective firms as well as their own personal research to bolster their case. Continue reading the meeting write up here Register Today!I can't make it ( please tell us why) *This topic is pending approval for 1.0 hour of CE credit by the CFP Board
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Chapter News
FPASF Announces the Top 10 Financial Planning Strategies for 2014
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Networking Event with CalCPA and Financial Women of SF, February 4, 2014, 5:30 pm, Omni Hotel
Triple the fun by adding this mixer to your 2014 New Year's resolutions. This is a Members Only event, providing valuable opportunity to network with members of two other professional groups. Register early by Thursday, January 30th for the early-bird discount price of $25. Appetizers included with no host bar. Click here for more details and to register
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MARK YOUR CALENDARS - February 20, 2014 - FPASF Thirsty Thursday Social MixerMore details to follow soon
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Upcoming Events
Emerging Advisors Forum
5:30 pm - January 22, 2014
Separating Fact from Fiction: Establishing Your Own RIA Firm
Click here for more details and to register
5:30 pm - February 4, 2014
Networking Event with CalCPA & FWA of SF ( see above for details)
9:00 am - March 11, 2014
Understanding the New World of Health Insurance and Medicare Tax as well as Income Tax and Estate Planning Opportunities 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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