Frequently Asked Questions

By phone: (650) 851-9338

By e-mail: Info@FPANorCal.org

The Conference is designed to offer advanced education sessions. The FPA encourages students to join the FPA at a substantial membership discount. Students who join the FPA will qualify for the member fee at the Conference. There are no student discounts on Conference attendance.

The Conference is a two-day event. You are welcome to attend whatever part of the Conference fits your schedule. We are sorry that a single-day or partial-day registration is not offered.

You may receive a full refund, less a $60 handling charge, if a written request is received by Monday, April 4. You may receive a 50% refund if a written request is received by Friday, April 29. No refunds after April 29. Written requests may be sent via email or regular mail; contact information is on the contact us page. Please call or email the Conference office to confirm receipt of your refund request.

If you have registered someone and would like to transfer that registration to someone else, please email the following items to the Conference Office at info@FPANorCal.org:

• The name of the person registered
• The date he/she was registered
• The name, FPA number (if any), CFP® number (if any), mailing address, phone number, and email address of the new person.

A reply will be sent when this email is received. If no reply is received, do not assume your email arrived – please send it again. If there is any amount due for a member/non-member price differential, the fee will be collected at the door.

Payment for the Conference registration fee via credit card is available online and also at the door. Checks are not accepted in advance for registration. If there is space available at the door (there is no guarantee that space will be available), checks can be used to pay the at-the-door fee onsite.

Conference workshop sessions will be audio-taped, combined with the speakers handout materials, placed on a DVD, and shipped to registered attendees within five weeks of the Conference. The DVD is not for sale; the audio recordings are not for sale. The only way to obtain the DVD is to register for the Conference.

Thank you for understanding that conference policy prohibits the outside audio or video recording of any workshop or keynote speaker. While at the conference venue, the speaking contract is between the speaker and the conference. Outside audio or video recording can jeopardize that contract and could expose the conference to potential liability.

A bookstore stocked with important financial planning & other interesting titles will be available at the conference. Plan to buy books, and have speakers sign them, at the Conference.

The conference is responding to multiple requests to streamline speaker handouts.  Rest assured that the full screen, full color handouts will be included on the post-conference CD ROM.

The website-only, black & white, 6-up handout fits with the conference desire to be green as it helps you save your color printer cartridges and paper.  If you would like to comment, please do so on the Overall Conference Evaluation.

The Palace is located at 2 New Montgomery Street, at the intersection of Market Street, Montgomery Street, and Post Street.

If you are driving - The most economical parking is at the 5th & Mission Garage. Closer to the hotel, the Hearst Garage is located on 3rd Street between Mission and Market. The MOMA Garage is accessible from both 3rd Street and from New Montgomery Street – it is located between Mission and Howard. The Palace valet is usually available for hotel guests only at $45 per day.

Public Transportation

BART – Take BART to the Montgomery Street Station; Exit the station where the sign says Market/New Montgomery Street. The escalator ride up to the street level is longer than the distance to the Palace doors. This may be your very best bet.

The Ferry Building, and the new Amtrak Station housed within it, is within 7 blocks. Cross the Embarcadero toward the Hyatt Regency, which is on Market Street. Once on Market Street, take any Trolley car or bus heading up Market Street. Get off at Montgomery and cross Market to The Palace Hotel on the corner of Market & New Montgomery Streets.

Golden Gate Transit stops are within a few blocks; SF MUNI bus lines are within a few feet of the front door.

Please also refer to the Conference Venue page for transportation and parking information

1. CFP® Board Credit; Pre-Conference Timing: Keynote & workshop sessions are filed with the CPF® Board. Final approval is posted with each speaker listing by the end of February.
2. CFP® Board Credit; Post-Conference Timing: The attendance report will be filed with the CFP® Board within 15 business days of the Conference. Please do not count on credit from this conference to meet your minimum requirement if you deadline is earlier than June 20, 2011.
3. MCLE Credit: The Conference is not filed with the State Bar.
4. CPA Credit: The Conference technical sessions may qualify for CPA credit.