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Tuesday, September 11, 2018 from 4:00 PM to 5:45 PM PDT
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San Francisco Italian Athletic Club 
1630 Stockton Street
San Francisco, CA 94133

Driving Directions 


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

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Tuesday, September 11, 2018
4:00 pm - 5:45 pm (Program)
6:00 pm - 8:00 (Member Appreciation Event - Details Below)


 Succession Planning

 Tim Kochis, JD, MBA, CFP,  Founder, and Former CEO,
and Chair of Aspiriant; Special Advisor, DeVoe & Co.

Thank You to Our Meeting Sponsor:


Program Description: 

Tim Kochis is an established advisor on succession planning and consults with RIA firms around the country on the topic. In this informative session, the audience will learn about the important differences among firm ownership, firm governance and management and how these factors play into the succession plan, along with strategic objectives for planning transitions. Contractual rights vs property rights will be covered, along with various transition scenarios. The audience will hear about how and when to sequence the distinct transitions of ownership and control and how to combat the unavoidable emotional hurdles multiple generations face in succession planning.

Speaker's Bio:
Having previously served as Aspiriant’s CEO and then as Chairman of its Board, Tim remains a principal and is currently devoting efforts to civic and philanthropic activities and to professional developments worldwide, particularly in rapidly growing markets in Asia.

He has more than 40 years of experience in the personal financial and investment planning profession. He has advised a select group of corporate executives, professionals, and business owners throughout the United States and overseas since 1973. Before founding Kochis Fitz, a predecessor firm to Aspiriant, in 1991, he was National Director of Personal Financial Planning for Deloitte & Touche (1985 – 1991) and before that for Bank of America (1981 – 1985).

Tim has had a tremendous influence on the development of the planning profession through his service in professional and educational organizations. In 2010, the Financial Planning Association conferred on him its most prestigious recognition, the P. Kemp Fain Award for exceptional career-long contributions to the financial planning profession. In 2006, he was awarded the inaugural Charles R. Schwab Impact Award for outstanding individual leadership in the independent advisory profession and the University of California Berkeley Business School Extension has created an annual award for teaching excellence in his name. In 2013, Tim was awarded the inaugural Insiders' Forum Leadership Award and was inducted into the Estate Planning Hall of Fame. In 2007, Barron’s ranked him fifth in its inaugural listing of the “Top 100 Independent Advisors” in the U.S., and the San Francisco Business Times twice ranked him first among the top 25 independent Wealth Managers, and for the second time, Financial Planning Magazine has listed him as one of his profession’s “Movers and Shakers”. Continue reading Tim's complete bio here

Meeting Agenda:
4:00 pm -4:15 pm - Registration & Networking
4:15 pm - 4:30 pm - Chapter and Sponsor Announcements 
4:30 pm - 5:45 pm - Presentation and Q & A
5:45 pm - Program Closes

Members Non-Members

Early Bird Registration
(Ends September 7, 2018)

$55 $80
Regular Registration (After September 7, 2018) $75 $100



You may still register online after September 7, 2018, however, you will be charged the Regular Registration price; online registration closes at midnight, September 9, 2018.


Member Appreciation Event
(Immediately After Meeting)
6:00 pm - 8:00 pm
San Francisco Italian Athletic Club

FPASF Members
Come spend an enjoyable evening mixing and mingling over delicious food and spirits! We hope you can join us for the fun. We have a lot to celebrate together!

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis