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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News
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)
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 (tw)
Poslední diskuze
Nearby
4.5
Elk Grove
About the organization
- 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.
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