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When

Tuesday, December 12, 2017 from 4:30 PM to 5:30 PM PST
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Where

The City Club 
155 Sansome Street
San Francisco, CA 94104
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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Meeting Details

Tuesday, December 12, 2017
4:00 pm - 5:30 pm - Program
5:30 pm - 7:30 pm - Holiday Reception

Topic:

To Think, Feel, Act and Learn Like a Financial Planner – A presentation
50 years in the making!


Speakers:
Dr. Dave Yeske, CFP
Managing Director, Yeske Buie
Director of Financial Planning & Distinguished Adjunct Professor
Golden Gate University


Elissa Buie, CFP

CEO, Yeske Buie
Distinguished Adjunct Professor, Golden Gate University

                                     
Thank You to Our Meeting Sponsor:

 
  


Program Description:
Our profession traces its roots back to a confab in Chicago in 1969—we’ve come a long way since then and the best is yet to come!  Review the highlights of the evolution of our profession as Elissa Buie and Dave Yeske address the Pillars of our Profession—the Vision (to Think), our Values (to Feel), the Fiduciary Role (to Act) and Developing our Body of Knowledge (to Learn).  They’ll delve into what it means to be a profession and to earn a living as a professional. 

With a firm foundation of our history in everyone’s mind, they’ll then lead us on an exploration of the future of the profession—identifying both the challenges and the opportunities that lie ahead.  You don’t want to miss this! 

Want to brush up ahead of time on the history of the profession?  Here's a Concise History - recently published in the Journal of Financial Planning.

Speaker Bios:
Dr. Dave Yeske, CFP

Dr. Dave Yeske, CFP holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990.

Dave is a past Chair of the Financial Planning Association (US) (FPA) and has been named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and Dave was again profiled in the Wall Street Journal in 2010 on “The Science of Financial Advising.

Dave has written feature articles for Research Magazine, San Francisco Magazine and The Journal of Retirement Planning. He co-authored with Elissa Buie, CFP, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, which was published in July 2006 in The Journal of Financial Planning. The Journal also published their most recent collaboration,Evidence-Based Financial Planning: To Learn. . . Like a CFP,” which appeared in the November, 2011 issue. Read Dave's full bio here

Elissa Buie, CFP
Elissa Buie, CFP earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983.

Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is a past Chair of the Foundation. She is also a past Chair of the Financial Planning Association (US) and is a Dean for the FPA’s Residency Program. Elissa currently serves on the Schwab Advisor Services Advisory Board where she shares ideas and insights to help Schwab develop high-level strategies and enhance their services.

Elissa has been named as a top advisor by Worth and Washingtonian magazines and by Bloomberg Wealth Manager and was named to Financial Times Top 100 Women Financial Advisers list in 2014. In 2015, Elissa was listed on InvestmentNews’ Women to Watch list. Elissa has appeared on The Today Show, CNBC, CNNfn, NBC News and McLaughlin One-on-One. She has been quoted in national media including The Washington Post, Time and Businessweek magazines. Read Elissa's full bio here

Meeting Agenda:
4:00 pm - Registration & Networking

4:15 pm - Chapter Announcements
4:30 pm - Presentation and Q & A
5:30 pm - Holiday Reception

Members Non-Members

Early Bird Registration
(Ends December 8, 2017)

$55 $80
Regular Registration (After December 10, 2017) $75 $100

 

 




You may register online after December 8, 2017 however, you will be charged the Regular Registration price. Online registration closes at midnight, December 10, 2017.

*This topic is currently under review by the CFP Board for 1.5 hours of CE credit.

 ___________________________


Holiday Reception
(Immediately After Meeting)
5:30 pm - 7:30 pm
The City Club, 155 Sansome Street, San Francisco


 Come spend a fun evening mixing and mingling with members and guests while you dine on
hors d'oeuvres and drinks! We hope you can join us!