Financial Planning Association
Financial Planning Association of San Francisco Bay Area
581313679
Elk Grove, CA 95757 United States
fpasf.org
FPAofSF
fpasf
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Novinky
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: (fb)
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: (fb)
Poslední komentáře
Amazing to see such a strong commitment to financial literacy and community support! Your pro bono efforts are truly making a difference in the lives of those who need it most. #FinancialEmpowermentdetail |
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Excited for the upcoming events! It's wonderful how the FPA of San Francisco is fostering the next generation of financial planners while advocating for important policies. Keep up the great work! #FPA #NextGenFinancedetail |
Poslední diskuze
- How can financial planning professionals better engage and educate underserved communities to improve financial literacy?Odpovědí: 3, Naposledy před 1 den detail |
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- What strategies should the FPA of San Francisco adopt to strengthen advocacy efforts for policies affecting financial planners and their clients?Odpovědí: 3, Naposledy před 1 den detail |
V okolí
4.5
Elk Grove
O společnosti
- P03 -
Platinum Strategic Partner of the Month FPA of San Francisco FPA of San Francisco Thank You to Our Silver Strategic Partners FPA of San Francisco Thank You to Our Platinum Strategic Partners NexGen NexGen Next Generation consists of members typically under age 36 dedicated to leading and building the future of the Financial Planning profession. Pro Bono Making a difference in peoples lives by promoting financial literacy and providing individual quality financial advice for atrisk and underserved communities. Advocacy Building relationships with elected officials and advocating on behalf of policies that impact CFP professionals and their work with clients. Upcoming Events FPA NexGen Social Happy Hour Securities Fraud 53rd Annual FPA NorCal Conference FPA NexGen NorCal Reception New Frontiers in Equity Compensation SAFEs 10b51 Plans and Modeling Performance Based RSUs Click here to view the full list of events.
Profesionální společnosti a sdružení
