Welcome to the Financial Planning Association of the East Bay

Calendar of Events

February 5, 2020- 7am to 9am—RHCC
“2020 and Beyond Tax Planning”

Presented by: Meredith Johnson, CPA, CFP®, Director of Tax; BPM
Sponsored by: Invesco – – Alex Hayes

March 4, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Litman Gregory – – Chad Perbeck

*April 8, 2020- 7am to 9am—RHCC*
Meeting Details to Follow
Presented by:
Sponsored by: Orinda Asset Management – – Craig Kirkpatrick

May 6, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Signet Mortgage – – Clay Selland

May 4-7, 2020 – FPA Retreat 2020
The FPA Retreat is an annual gathering of advanced financial planning practitioners who are passionate about refining their craft and committed to working together to shape the future of the profession.
Hyatt Regency Lost Pines Resort and Spa – Cedar Creek, Texas
Click Here for Registration – Early Bird ends February 7th

August 5, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Ivy Investments – – Kurtis Cicero

September 2, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Susan Danzig, LLC – – Susan Danzig

October 7, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: MFS – – Corey Silva

*November 4, 2020- 11am to 1pm—RHCC*
Meeting Details to Follow
Presented by:
Sponsored by: BlueRock – – John Sorrell

December 2, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Stonecrest – – Kara Paik

Chapter News



FPA EB Golf Tournament 2019 Password: birdie  (all lower case) You can view and download any or all photos at once without an...
FPA MONTHLY EVENT CALENDAR JANUARY ‐ MARCH 2020 BROUGHT TO YOU BY FPA of the East Bay www.fpaeb.org FPA of San Francisco www....




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