Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.
11/10/2021 - 12/15/2021
Salvation Army Food and Toy Drive 2021
Welcome to November!
It is time to start thinking about The Salvation Army Food and Toy Drive. As you might imagine, things will be different again this year. The Salvation Army has been working hard behind the scenes to institute safety measures to be sure donors, clients, volunteers, and employees are safe and to insure that making a donation is as easy as possible. The process will again be moved online where each donor can select a child to adopt. As of November 1st, the online Angel Tree program has all children and seniors with their gift lists uploaded for your consideration. As is always the case, there is a huge need, at least 600 families this year, and The Salvation Army does not turn anyone away.
Our chapter continues to be one of their largest supporters during the holidays. We are fortunate that our industry has not been impacted by the pandemic like many others. With the disruption to supply chains, parents know there is no guarantee their child’s first choice will be available. Shop early to increase your chance of success. Let’s make this another terrific year of giving! The site has been updated to accept “cash” donations or you can choose to adopt a child or children directly.
Here is the link to the Angel Tree program which allows for monetary donations too: https://www.tsamm.org/angeltree/index.dpi?c=8DC863F4A133DEB08253E1F8F60838D804A6DC89&aid=&xt=b19c149#home
This site shows both the “Adopt An Angel” icon and the “Donate Online” icon in the upper right-hand corner. By clicking on the donation icon, it will still bring the donor to the Virtual Red Kettle. The Virtual Red Kettle donations will be used to support our Christmas program and on-going operations. You can still do this without having to adopt a child.
If you want to send a check, please note “Angel Tree” in the memo and mail to:
Thank you for your generous support!
7:30 am - 9:00 am
December HYBRID Meeting
“Who’s in Charge? Planners and Clients in Collaboration and Discovery, Action and Accountability”
Speakers: Saundra Davis, MSFP, FFC®, APFC®, FBS®; Sage Financial Solutions and Dr. David Yeske, CFP®
Saundra Davis and Dave Yeske will talk about how financial advisors and clients communicate and share accountability in their relationship. They will discuss methods for connecting planning and action. They will share their findings on best practices to improve accountability with clients and planners. They will talk about actions planners can take when clients get stuck. They will also discuss usage of risk tolerance tools. Bring your questions as this will be an interactive session.
Saundra Davis, MSFP, FFC®, APFC®, FBS® is the Founder and Executive Director of Sage Financial Solutions a San Francisco Bay Area-based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States.
Saundra is a US Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income.
Saundra’s philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. She holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.
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. In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award*, the Financial Planning profession’s lifetime achievement award. Dave’s contributions as a thought leader in the profession through his writing, presenting, and teaching and his dedication to mentoring future generations of planners through his longtime role as a mentor and Dean of FPA’s Residency program and his involvement at Golden Gate University spanning more than two decades were highlighted as he received the award.
Dave is the Practitioner Editor of the Journal of Financial Planning and sits on the Board of Trustees of the Foundation for Financial Planning.