November 10 Chapter Meeting Announcements
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Behavioral Finance: Why It Matters and Decision Architecture Framework: How to Help Clients Make Good Financial Decisions –...FPA SF & FPA East Bay Offering a $1500 Scholarship – Due Date November 2nd!
2015 FPA San Francisco CFP® Scholarship Program Please visit the website below for additional information: Scholarship...SF Financial Planning Day – November 7th – Registration Now Open!
Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Library, Main Library @ Civic Center Registration: Planners / Attendees / Download Flyer HereTD Ameritrade Offers Webcast Series!
Sponsor – TD Ameritrade With the prominence of social media as part of a plan to stay in touch with existing clients and prospect for new ones, it’s time to be more proactive about your presence on LinkedIn. Learn first-hand from LinkedIn professionals in...Nominations are Open for the 2016 FPA Board of Directors: Deadline July 1
The FPA Board of Directors is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. The Board is a group of dedicated, dynamic FPA members who recognize the impact that today’s...
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://buff.ly/4e6Yoho
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
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://buff.ly/4b5y1rb