FPASF Newsletter Header
Financial Planning Association of San Francisco Newsletter
FPA SF News & Events
March 2014
At A Glance
Thirsty Thursday Social Mixer
Chapter News
Allied Mixer Recap
FPA NorCal Conference
Upcoming Events
Gold Sponsors
Silver Sponsors

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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Next Meeting At: 

The City Club, 155 Sansome Street, San Francisco     
Tuesday, March 11, 2014 
9:00 am - 2:00 pm 
  
Three Presentations:  1) Understanding the New World of Health Insurance 2) Understanding the New Medicare Taxes
3) Cutting Edge Income & Estate Tax Developments &  
Opportunities    


Speaker: Michael E. Kitces
CFP®, MSFS, MTAX, CLU, CHFC, RHU, REBC, CASL, CWPP™ Pinnacle Advisory Group 

Program Description:
Attendees will: 1) learn essential health insurance benefits, exchanges, costs, individual & employer mandates;  2) examine potential techniques to manage or mitigate the impact of Medicare taxes; 3) explore several areas of income tax planning opportunities as well as estate tax strategies. Insights will benefit planners and the clients they serve. Click here for the complete write up of each presentation and the speaker's bio

Register Today!

I can't make it (please tell us why)

*The above presentations are pending approval for 4.5 hours of CE credit by the CFP Board
 


FPASF Thirsty Thursday Social Mixer
February 20, 2014, 5:30 pm


Come join your fellow FPASF members to discuss topics of interest to you (and drink some wine), learn what others in the business are doing (and sample some cheese), and meet board members to let them know how to make the chapter even better. There is no agenda and no cost other than what you eat and drink.
No RSVP's are required. 

 

Location: Rouge et Blanc, 334 Grant Avenue, San Francisco, CA. You can visit their website at  
http://www.rougeetblancsf.com/
 

Chapter News

FPA of San Francisco currently has two exciting board opportunities!  We are looking for an enthusiastic FPA member to join the Board as the Director of PR and Marketing Communications to lead the charge on our chapter's website and social media. We are also seeking a Director of Technology whose responsibilities will include keeping the chapter abreast of new technology tools and heading the training and best practices for our project management software, Basecamp. Interested applicants please email President, Vince Crivello at vcrivello@loringward.com or President-Elect, Cynthia Flannigan at cynthia_flannigan@yahoo.com    
 

Allied Professional Mixer Recap
February 4th, CalCPA, FPASF, Financial Women of SF


The Omni Hotel Mezzanie Room was a buzz with 70 members and guests attending from FPA SF, Cal CPA and the Financial Women of San Francisco.

"I like having the opportunity to meet other professionals from related organizations", relayed one FPA member as he checked in.
 
It was a wonderful opportunity for members from all three organizations to share ideas, resources and ultimately exchange business cards!

 
 
 
 

2014 FPA NorCal Conference - May 27-28, 2014
Register by March 7th and Save $100!

The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for over 40 years. It has earned a reputation as one of the country's best conferences providing high quality, knowledgeable speakers and excellent networking opportunities. 

For registration information and a complete listing of the keynote speakers and workshops, please visit  www.fpanorcal.org  
 

Upcoming Events  


Emerging Advisors Forum
5:30 pm - February 19, 2014
Topic: 90 Day Dash - How to win key clients' in 90 days!
Speaker: Matt Beck, American Century Investments
Details/Register

FPA Oregon & S.W. Washington
February 26-27, 2014
Topic
: Navigating the Seas of Financial Planning Mid-Winter Conference
Speakers: Bob Veres, John Salter, Ph.D., John Mitchell, Ph.D., Andy Landis and more
Details/Register

11:30 am - April 22, 2014
Topic: Personal Umbrella Liability: Incorporating Personal Risk Management Into a Financial Plan
Speaker: Daniel Glunt, Senior Vice President, Fort Point Insurance
a division of HUB International Insurance Services
Details/Register

Please visit the chapter's website for additional information on the above events and programs offered by our Allied Professional Organizations.  

   


Thank You to Our Gold Sponsors

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