Welcome to the Financial Planning Association of the East Bay

Calendar of Events

May 2, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Case for Emerging Markets: Challenges and Opportunities”
Featuring Justin Leverenz, CFA; Oppenheimer Funds
Sponsored by: Robert Half – – Carolyn Sweeney (925) 930-8180
Click Here for the Presentation

May 29-30, 2018 – FPA NorCal Conference The Palace Hotel, San Francisco
The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 46 years. The conference is held in San Francisco at the historic and elegant Palace Hotel. This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year. SOLD OUT!!! Sign up for the Wait List.

August 1, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Social Media
Presented by: Kevin Knebl
Sponsored by: Franklin Templeton – – JB Walker (925) 708-4672

August 9-12, 2018 at UC Santa Cruz
29th Annual FPA Far West Roundup
www.fpafarwestroundup.org

September 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Oppenheimer Funds – – Alex Hayes (925) 234-8544

October 3, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: David Shaffer Insurance Services – – David Shaffer (925) 944-7100

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– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
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

Chapter News

2018 April 2018 Includes: PRESIDENT’S PODIUM “A MILLION THANKS” BY JON DAUPHINÉ CEO, FOUNDATION FOR FINANCIAL PLANNING Januar...
2017 Golf Slide Show
  FPA MONTHLY EVENT CALENDAR MAY 2018 BROUGHT TO YOU BY FPA of the East Bay www.fpaeb.org FPA of San Francisco www.fpasf.org ...




A Special Thanks to our Sponsors

 

Gold Sponsors

 

 

 

 

 

 

 

 

 

 

 

Silver Sponsors

 

 

 

 

 

 

 

Litman Gregory