Welcome to the Financial Planning Association of the East Bay

Calendar of Events

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!

October 9, 2017 – 3:00 pm – 6:00 pm – Bocce Tournament
Register Now!!! Space is Limited!!! Details/Register
Beverage Sponsor: FlexShares/Northern Trust – – (707) 696-0190

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

Chapter News

Click the Link below to view pictures from the golf tournament 2016 Golf Tournament
  FPA MONTHLY EVENT CALENDAR SEPTEMBER 2017 BROUGHT TO YOU BY FPA of the East Bay www.fpaeb.org FPA of San Francisco www.fpas...




A Special Thanks to our Sponsors

 

Gold Sponsors

David Shaffer Logo
Franklin-Resources-logo

 

 

 

american-century-logo
Signet Mortgage logo

 

 

 

 

Oppenheimer Logo

 

 

 

 

Silver Sponsors

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UC Berkeley Ext
HennessyFundsLogo

 

 

 

 

Orinda Logo

 

 

 

FlexShares_Logo_(R)

Litman Gregory