Calendar of Events

October 3, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Performance Excellence of World Class Advisors: Client Acquisition thru Community Involvement and Philanthropic Planning”
Presented by: Susan Kay, Vice President and Director of Business Development;
MFS Funds
Sponsored by: David Shaffer Insurance Services – – David Shaffer (925) 944-7100

October 3-5, 2018 – FPA Annual Conference @ Chicago, IL
Click Here for Registration          *Early Bird Special Ends July 13th
Like most events, the 2018 FPA Annual Conference is designed with similar goals to a game. Our job as game designers (a.k.a. conference organizers) is to keep the attendee as engaged and interested as possible for the duration for the event, and when the event is over, for the attendee to have gained a sense of empowerment, accomplishment and an interest in eventually coming back for more. As the player (a.k.a. attendee), your job is to accomplish as much as you can before time expires.

October 8, 2018 – 11:00 am – 6:00 pm – 8th Annual Golf Tournament
At the Contra Costa Country Club
Click Here for Registration/Details

November 7, 2018– 11:15 am – 2:00 pm – Monthly Chapter Breakfast Meeting
“Understanding Dementia and it’s Impact on Your Clients”
Presented by: Dori Sproul, Alzheimer’s Assocation
Sponsored by: Bluerock Capital Management – – John Sorrell (925) 858-2497

December 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Deutsche Funds – – Mike Fredrick (925) 360-4116