Welcome to the Financial Planning Association of the East Bay

Calendar of Events

August 3, 2016  – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“The US Economy and the San Francisco Fed’s Outlook”
Featuring: Elizabeth Laderman, Senior Outreach Economist;
Federal Reserve Bank of San Francisco
Sponsored by: Grant Martin – – MFS Investment Management

August 9, 2016– 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

August 11-14, 2016  2016 FPA Far West Roundup
The 2016 FPA Far West Roundup Posse is pleased to announce that the registration for our 27th annual Roundup is open. As past attendees would attest, the Roundup is one of the best deals in town for all the education, fun, networking AND the 14 to 16 CE credits you can obtain in one place. Following tradition, the event will take place at UC Santa Cruz’s College 8, this year from August 11 through August 14. From the great line up of speakers and all the emails we have received from interested advisors, this Roundup is very likely to sell out.

Don’t wait until the last minute!
Register NOW!

August 19, 2016– 5:00pm to 8:00pm– FPA EB Bocce and Networking Event
CONTRA COSTA COUNTRY CLUB
801 Golf Club Rd
Pleasant Hill, CA 94523
Register Here!

September 7, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Legislative Update and Conversation With Our Assemblywoman Featuring: Assemblywoman Catharine Baker, AD16
Sponsored by: David Shaffer – – David Shaffer Insurance Services

September 13, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

September 15, 2016– 6:00pm to 8:00pm– Allied Professionals SPEED Networking Event
Speed Networking referral source building amongst Financial Advisors, Estate Planning
Attorneys and CPAs. Join us for a fun interactive fast paced evening!

October 5, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Featuring Jeff Marshall, ChFC; Ameriprise Financial Services, Inc.
Sponsored by: Alex Hayes – – Oppenheimer Funds

October 11, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

October 10, 2016 11:am am – 6:00 pm – 6th Annual Golf Tournament
Register Now, Space is Limited!!! Details/Register
This Event Sponsored by: David Shaffer – – David Shaffer Insurance Services
Plenty of sponsorship opportunities available Click Here for Printable Brochure

November 2, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting Details & Registration Coming Soon!

November 8, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

December 7, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting Details & Registration Coming Soon!

December 13, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

Chapter News

University of California, Berkeley Extension Program http://extension.berkeley.edu/public/category/courseCategoryCertificateP...
Date: September 14-16, 2016 Topic: FPA’s Annual Conference – BE Baltimore 2016 Location: Baltimore Convention Center, Baltimo...
FPA MONTHLY NEWSLETTER AND EVENT CALENDAR | 2013 FPA MONTHLY EVENT CALENDAR JULY 2016 BROUGHT TO YOU BY FPA of the East Bay w...
April 2016 January 2016 November 2015 September 2015 April 2015 January 2015 November 2014 September 2014 April 2014 January ...




A Special Thanks to our Sponsors

 

Gold Sponsors

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Signet Mortgage logo
David Shaffer Logo

 

 

 

 

Oppenheimer Logo

 

 

 

 

Silver Sponsors

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american-funds-logo

 

 

 

 

UC Berkeley Ext
HennessyFundsLogo
Orinda Logo

 

 

 

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FlexShares_Logo_(R)

 

 

 

NEW Polycomp Logo - Black and White
Litman Gregory