FPA of San Francisco

Financial Planning Association (FPA) of San Francisco #fpasf

[FPA of San Francisco @FPAofSF]

FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website: https://t.co/EtlmJn6gNz

[FPA of San Francisco @FPAofSF]

Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104

[FPA of San Francisco @FPAofSF]

Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!

https://t.co/DJjaEKHfnd

[FPA of San Francisco @FPAofSF]

Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us on Tuesday, March 12th to hear Brooklyn Brock speak on preparing The Journey Before the Destination!

[FPA of San Francisco @FPAofSF]

LOVE is in the air...love for FINANCIAL PLANNING that is!❤️Join us the day before Valentine's Day for our next Chapter Meeting and come hear Christopher Karachale discuss the items advisors and clients should be focusing on before the TCJA sunsets in 2025. https://t.co/UDGHQNO4Uh

[FPA of San Francisco @FPAofSF]

CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam

San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.

https://t.co/R1MNVO42ag

[FPA of San Francisco @FPAofSF]

Join the FPA of San Francisco at the ballpark July 26th - Battle of the Bay.

@FPAEastBay

https://t.co/NI8H4GWk7c

[FPA of San Francisco @FPAofSF]

Join the FPA of San Francisco at the ballpark July 26th

https://t.co/NI8H4GWk7c

[FPA of San Francisco @FPAofSF]

Join us in July - Unique Approach to Values and Theme Investing
SF Italian Athletic Club, San Francisco CA
Panelists: Doug Couden, CFA, Partner, CIO, BakerAvenue Wealth
Casey Sullivan, CIMA – BDO, Engine 1 / Nelli Oster, PhD, Director, ESG/SRI, Aperio

https://t.co/nvm1h4qNHn

[FPA of San Francisco @FPAofSF]

Do you have clients who live outside their home country? Register Now for our May 9th Chapter Meeting to learn more about Cross-Border Wealth Planning and get rewarded with CFP CE.

https://t.co/Of7OA3XWwv

[CFP Board @CFPBoard]

As CFP® pros, you have a unique opportunity to positively impact people's lives by empowering them to take charge of their finances. Let's use this month to promote financial literacy & raise awareness about the importance of financial planning. #CFPpro #FinancialLiteracyMonth

[Bryan Hasling, CFP® @bryanhasling]

Me, asking my attorney friend w/ great career but $200k student debt:

“Do you and your attorney pals talk about getting a financial pro? You get hit up on LinkedIn a lot.”

Him: “no offense, that’s for old people.”

[FPA of San Francisco @FPAofSF]

Join us @3pm on 3/14 to learn about Navigating the Challenging Landscape of Elder Care
Speakers:Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead,
Sage Eldercare Services & Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law #CFPCE
https://t.co/8YzpewUnOQ

[Joyce Franklin @JoyceLFranklin]

What an honor to speak on a panel with these leaders @FPAofSF in December: @sandibragar @lostansell & @RedwoodGrove. It’s wonderful to be part of such a sharing and helpful community!
@YeskeBuie @AspiriantNews @JLFwealth #financialplanning

[FFP @PowerProBono]

Congratulations to FFP Trustee and Immediate Past Chair Scott Kahan on receiving the @fpassociation's 2022 P. Kemp Fain Jr. Award! A well-deserved honor for his indelible impact on the financial planning profession. We are so proud of you, Scott! #fpaannual #PowerProBono

[FPA of San Francisco @FPAofSF]

Thank you to our December #FPASF Platinum Strategic Partner of the month — Arthur J. Gallagher!

[FPA of San Francisco @FPAofSF]

Thank you to our Platinum Strategic Partners!!!

[FPA of San Francisco @FPAofSF]

December meeting time! Our #FPASF 2023 board slate

[FPA of San Francisco @FPAofSF]

https://t.co/jpgDsUejjS

[FPA of San Francisco @FPAofSF]

SAVE THE DATE! FPA of California Advocacy Day March 7, 2023