FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Back by popular demand: Beyond the Obvious is an opportunity to connect with other advisors and non-traditional centers of influence (COI). 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.” The event will combine a bit of a structured introduction and then time for you to get to know the COIs of most interest to you. To allow for higher quality interaction, attendance at this event will be limited and advance registration is required.
When: Wednesday, June 7, 2017, 3:00 pm - 5:00 pm
Where: Larkspur Landing, Main Floor Atrium, 100 Larkspur Landing Circle, Larkspur, CA
Fee: $25 FPA Members and Center of Influence Contacts before May 31st,
$35 after May 31st for all
Snacks and beverages will be provided.
Attendance will be limited to 50 total attendees, split amongst 25 COIs and 25 advisors. COIs receive the
FPA SF member rate. First come, first serve basis so register early.
For more information, contact Tanya Steinhofer, email@example.com