FPA of SF Networking Event

Thursday, October 1, 2015
5:30 pm - 7:30 pm

Event Title:
Center-Of-Influence Networking: Beyond the Obvious

Thank You to Our Event Sponsors:
 

Event Description:
Advisors often default to networking with CPAs and estate planning attorneys.  However, there are many other contacts that advisors should be ready to refer to clients – bookkeepers, professional fiduciaries, life coaches, home & estate organizers, college admission consultants – just to name a few.  This event provides the opportunity for advisors to network with COIs “beyond the obvious.”
 
When:             Thursday, October 1, 2015 from 5:30 pm to 7:30 pm
Where:            Town Hall, Private Event Space, 2nd Floor, 342 Howard Street, San Francisco, CA 94105
Fee:                 $30 FPA member, $35 non-member before September 25th, $35 after September 25th for all
 
Appetizers included with no host bar. Cash bar available.
 
Attendance will be limited to 70 total attendees, split amongst 20 COIs and 50 advisors. COIs receive the
FPA SF member rate. First come, first serve basis so register early. 
 
For more information, contact Michelle Soto, michelle.soto@bosinvest.com or Annette Brinton, annette@waypointwp.com.