- Career Development
- FPA Advocacy
October 4, 2017 – 11:00 am – 1:30 pm – Monthly Chapter Breakfast Meeting
“Becoming a Better Financial Planner”
Panelists: Larry Ginsburg, CFP®; Michael Ma, CFP®; Lynn Ballou, CFP®
Moderator: Eric Flett
Three veteran financial advisors will share their expertise with the chapter. We’ll cover topics including the financial planning process and techniques to improve communication with clients. Each of the panelists will talk about their successes as well as their mistakes.
Sponsored by: David Shaffer Insurance Services – – (925) 944-7100
October 9, 2017 – 11:00 am – 6:00 pm – 7th Annual Golf Tournament
Register Now!!! Space is Limited!!! Details/Register
Plenty of Sponsorship Opportunities available!!! Click Here for a printable brochure!
November 1, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
December 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Choose from 1000’s of Financial Planners, all of whom adhere to FPA’s Code Of Ethics.Go
The Financial Planning Association of the East Bay Chapter exists to help our members serve their clients through the financial planning process. Learn more…