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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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Next Meeting At:
The City Club, 155 Sansome Street, San Francisco
Tuesday, April 22, 2014
11:30 am - 1:30 pm
Topic: Personal Umbrella Liability: Incorporating Personal Risk Management Into a Financial Plan
Speaker: Daniel Glunt, Senior Vice President, Fort Point Insurance
Program Description:
As individuals accumulate wealth, their insurance profile inherently becomes more complex. Financial planners and wealth managers are in a unique position to recognize potential red flags that create risk and recommend an appropriate course of action. Attendees will learn about insurance as a method of risk transfer. Topics will include personal umbrella coverage, identifying problems with your client's insurance programs, asking the right questions, and making the right recommendations. Continue reading the meeting write up hereRegister Today!I can't make it ( please tell us why) *The above presentation has been approved for 1.5 hours of CE credit by the CFP Board
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Ethics Course (Immediately after the above meeting)
Curt Weil, CFP®, 1:30 pm - 3:30 pm
In this exciting and colorful event, we will review both the Board's Code of Ethics and Professional Responsibility AND The Financial Planning Practice Standards PLUS the Six-Step Financial Planning Process! When we are done, you will be able to determine if a practitioner is providing financial planning or material elements of planning, and be able to demonstrate an understanding of the required elements of a written agreement when providing planning services. Click here to read complete write up and to register
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April 4, 2014, 11:30 am - Marin Brown Bag Lunch Meeting, 100 Larkspur Landing Circle, Larkspur, CA (Upstairs Conference Room)
Topic: Fiduciary Duties Under the Prudent Investor Act: How to Avoid Being A Knucklehead
Speaker: Josh Yager, CFP®, ChFC, Anodos AdvisorsMany fiduciaries ask, "Am I doing all that I can to minimize my personal risk as I serve as a trustee, conservator or guardian?" Trusted Advisors are ideally positioned to help their clients develop and administer a process which documents compliance with fiduciary duties under the Prudent Investor Act (Section §16047 - §16052). Click here for the complete write up and to register
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Chapter News
President's Message
Dear Members, Partners, & Sponsors: 2014 is off to a strong start! Our first three chapter meetings have had strong attendance with an equally impressive line-up of speakers. With the recent March 11th presentation by Michael Kitces, we continue to deliver timely insights from nationally-recognized experts in our field.
The San Francisco chapter currently has over 550 members and continues to grow steadily. Our committees have strived to create a unique experience both in-person and online and that work continues. You should expect to see exceptional speakers and more local events such as social mixers, allied professional collaboratives, and local brown bags throughout the year. If you haven't already done so, "like" us on Facebook to get the latest news and updates on upcoming chapter events. Although our chapter's foundation is strong, we continue to explore how best to exceed your expectations as members, partners, and sponsors of our chapter. We're in the planning process now for 2015 and are looking for a couple new board members to join us in shaping the future of the chapter. If you would like to volunteer on a committee, suggest program content, or share any other ideas on ways we can help, feel free to reach out to me anytime at vcrivello@loringward.com.
On behalf of the Board, we want to thank you for being a member as well as your ongoing support of the chapter and the financial planning profession.
 Vince Crivello
Valuable Media Training Being Offered
Did you miss last week's Media Training to become a "go to" source for journalists? Watch for information for the June 5th training day and register at www.onefpa.org. These special quarterly trainings are open to all members! FPA members who are CFP® professionals and attend this media training program will be able to participate in FPA media queries that are sent daily.
Open Board Positions
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.
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2014 FPA NorCal Conference - May 27-28, 2014
Advance Pricing Ends April 30th!
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
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Upcoming Events
Emerging Advisors Forum
5:30 pm, March 26, 2014
Topic: Leveraging Bloomberg - An Advisor's Guide
Speaker: Lee O'Dwyer, CFA, Bloomberg
Details/Register 11:30 am, April 4, 2014
Topic: Marin Brown Bag Meeting - Fiduciary Duties Under the Prudent Investor Act: How to Avoid Being A Knucklehead
Speaker: Josh Yager, CFP®, ChFC
Details/Register
11:30 am, April 22, 2014Topic: 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/Register1:30 pm, April 22, 2014Topic: Ethics Course Speaker: Curt Weil, CFP® Details/Register 11:30 am - May 13, 2014Topic: Working with Clients with Diminishing Capacity Speakers: Elizabeth Edgerly, Ph.D. & Peter S. Myers, Esq. Details/Register1:30 pm - May 13, 2014Topic: New Member Orientation
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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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