FPA of San Francisco

09/03/2024

San Francisco and the Bay Area is the tech hub of the world, generating untold wealth for countless individuals. Yet serving this market can be incredibly challenging, both from a technical as well as a behavioral perspective. This month's FPA SF Chapter Meeting will showcase speaker Michael Yoder, who has built a successful practice serving this niche and will share a lifetime of lessons learned the hard way so you can best serve your clients from day one.

We look forward to seeing you all at the Italian Athletic Club next Tuesday, September 10th at 3:00pm to hear more!

***This topic has been approved by the CFP Board for 1.0 hour of CE credit.

Find more details and register on our website:

09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scholarshare529, James P***n DETAILS/REGISTER

08/30/2024

2025 is on the horizon and coming up quickly! Plans are in process for making this new year for FPA SF the best yet. Come join Jacob Quiroz, Reed Nothwang, and the rest of the programs planning committee for the 2025 FPA SF Programming Planning Meeting to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you!

Taking place: Friday, October 4th from 12pm-1pm.

Located at: Newmark Office, 1 Sansome Street, Floor 41, San Francisco, CA 94104

Reach out to Jacob and Reed with any questions on the event!

08/06/2024

Natural disasters, legislation changes, significant premium increases, widespread nonrenewals, and more have left advisors all asking the same question: What the heck is going on in the California Property Insurance Market?! Come join us next Tuesday to find out, as Ramona Johanneson with the Arthur J. Gallagher & Co. Insurance Brokers of California takes us through the State of the California Property Insurance Market.

https://buff.ly/3WDO2yv

08/06/2024

Natural disasters, legislation changes, significant premium increases, widespread nonrenewals, and more have left advisors all asking the same question: What the heck is going on in the California Property Insurance Market?! Come join us next Tuesday to find out, as Ramona Johanneson with the Arthur J. Gallagher & Co. Insurance Brokers of California takes us through the State of the California Property Insurance Market.

08/13/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. DETAILS/REGISTER

05/07/2024

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 contentious presidential election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!

https://buff.ly/4b5y1rb

05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Strategic Partner: First Eagle Investment Management, Grace Holzer Details/Register

03/06/2024

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 at the SF Italian Athletic Club on Tuesday, March 12th to hear Brooklyn Brock share her knowledge and expertise, so that you can begin preparing The Journey Before the Destination!

02/07/2024

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 at the end of 2025.

Like and comment below to tell us what YOU love about financial planning!

At San Francisco Italian Athletic Club Tuesday, February 13, 2024 at 3:00 PM Pacific Standard Time

10/02/2023

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://buff.ly/3F11hAU

06/21/2023

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

7/26/23 @ 6:45 PM - FPA of San Francisco

06/21/2023

Join Us in July - Unique Approach to Values and Theme Investing
San Francisco Italian Athletic Club, San Francisco CA
Panelists: Doug Couden, CFA, Partner, Chief Information Officer, BakerAvenue Wealth
Management / Casey Sullivan, CIMA – Business Development Officer, Engine 1 / Nelli Oster, PhD, Director, ESG/SRI, Aperio
Moderator: Sheila Rabaut, CFP®, Director, BakerAvenue Wealth Management

At San Francisco Italian Athletic Club Tuesday, July 11, 2023 at 3:00 PM Pacific Daylight Time

04/20/2023

Have you Registered for the May Chapter Meeting? Come see us May 9th starting at 3pm and learn about Cross-Border Wealth Planning and get rewarded with a good time and CFP CE.

At San Francisco Italian Athletic Club Tuesday, May 9, 2023 at 3:00 PM Pacific Daylight Time

03/11/2023

Join us for On Tuesday for March's In Person Meeting:Navigating the Challenging Landscape of Elder Care
San Francisco Italian Athletic Club, San Francisco CA 3/14/23
Speakers: Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead,
Sage Eldercare Services & Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.

At San Francisco Italian Athletic Club Tuesday, March 14, 2023 at 3:00 PM Pacific Daylight Time