Giving Back
FPA of the East Bay elevates the profession that changes
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Giving Back
Check out our volunteer opportunities
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Meet our sponsors
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!
Welcome to the Financial Planning Association of the East Bay
Calendar of Events
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May 2022
| Date/Time | Event |
|---|---|
| May 31, 2022 - June 1, 2022 All Day |
2022 FPA NorCal Conference
Come celebrate our 50th Annual FPA NorCal Conference It’s our 50th Anniversary! The theme for our Golden Anniversary 2022 is TOGETHER. What if we chose to focus on our similarities and what connects us to one another? How would that transform capital for the betterment of all humanity? We’re all in this together. Register NOW to get the discounted rate before Registration opens for all on December 13th! Join us to celebrate this milestone year at The Palace Hotel! Space is Limited! |
Jun 2022
| Date/Time | Event |
|---|---|
| June 1, 2022 6:00 pm - 8:00 pm |
FPA NexGen NorCal Reception
We are just one month away from the highly anticipated 50th annual FPA NorCal Conference held at the beautiful Palace Hotel in San Francisco on May 31st and June 1st. If you haven’t yet registered, there are still a few spots left, so be sure to register here before it sells out. If you are registered, be sure to check out the conference schedule ahead of time to pick out which sessions and speakers you want to see. You are invited to a NexGen Reception hosted by FPA NorCal Conference, directly following the Closing Keynote. Drinks and hors d’ oeuvres will be served and welcome remarks will be made by the NorCal Conference Chair, William Pitney, and FPA National CEO, Patrick Mahoney. We welcome any and all NexGen members to join us for one of the best networking events of the year! Note: NexGen members that are not registered for the conference are still encouraged to attend the reception. Please reply below to save your place at the reception. Any questions? Please contact lwright@fpgonline.com. We look forward to seeing you there! |
| June 2, 2022 6:00 pm - 7:30 pm |
CFP Exam Tips
The NexGen Committee wants to help you pass the July CFP Exam. Come and learn helpful exam tips from two people who recently passed the CFP exam. |
| June 16, 2022 5:30 pm - 7:30 pm |
NexGen Happy Hour
Join us to meet other NexGen Members and their families! NO COST Registration for FPA Members. Light apps and 2 drink tickets will be included upon registration. |
| June 28, 2022 6:00 pm - 7:00 pm |
Take Control of Your Finances in 8 Easy Steps
Learn how to take control of your finances and have your questions answered by volunteers from the Financial Planning Association of the East Bay. This workshop will cover record-keeping, spending & savings plans, proper use of debt, estate planning, insurance, and creating a personal financial plan. Register with your email to attend live and the Zoom information will be sent to you on the day of the event. The event will be closed captioned. |
Aug 2022
| Date/Time | Event |
|---|---|
| August 9, 2022 - September 8, 2022 7:30 am - 9:00 am |
August Meeting
Meeting details will be posted soon! |
Sep 2022
| Date/Time | Event |
|---|---|
| September 7, 2022 7:30 am - 9:00 am |
September Meeting
Meeting details will be posted soon! |
Oct 2022
| Date/Time | Event |
|---|---|
| October 5, 2022 7:30 am - 9:00 am |
October Meeting
Meeting details will be posted soon! |
Nov 2022
| Date/Time | Event |
|---|---|
| November 2, 2022 11:30 am - 1:00 pm |
November LUNCH Meeting
Meeting details will be posted soon! |
Dec 2022
| Date/Time | Event |
|---|---|
| December 7, 2022 7:30 am - 9:00 am |
December Meeting
Meeting details will be posted soon! |
The Value of FPA Membership
A Special Thanks to our Sponsors
A Special Thanks to our Sponsors
Gold Sponsors
Silver Sponsors
