FPA of San Francisco

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:

Advising Tech Wealth - FPA San Francisco 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

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!

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

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.

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

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

FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco 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

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!

2-13-24 - What to do Before the TCJA Sunset! At San Francisco Italian Athletic Club Tuesday, February 13, 2024 at 3:00 PM Pacific Standard Time

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

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

FPA of San Francisco Night at Oracle Park 7/26/23 @ 6:45 PM - FPA of San Francisco

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

7-11-23 - IN PERSON CHAPTER MEETING - Unique Approach to Values and Theme Investing At San Francisco Italian Athletic Club Tuesday, July 11, 2023 at 3:00 PM Pacific Daylight Time