Giving Back

FPA of the East Bay elevates the profession that changes
lives through the power of financial planning

Giving Back

Check out our volunteer opportunities

Create Connections

Check out our Upcoming Events

Learn from the Experts

Meet our sponsors

It is time to start thinking about The Salvation Army Food and Toy Drive. As you might imagine, things will be different again this year. The Salvation Army has been working hard behind the scenes to institute safety measures to be sure donors, clients, volunteers, and employees are safe and to insure that making a donation is as easy as possible. The process will again be moved online where each donor can select a child to adopt.  As of November 1st, the online Angel Tree program has all children and seniors with their gift lists uploaded for your consideration. As is always the case, there is a huge need, at least 600 families this year, and The Salvation Army does not turn anyone away. Our chapter continues to be one of their largest supporters during the holidays. We are fortunate that our industry has not been impacted by the pandemic like many others. With the disruption to supply chains, parents know there is no guarantee their child’s first choice will be available.  Shop early to increase your chance of success. Let’s make this another terrific year of giving!

Welcome to the Financial Planning Association of the East Bay

Calendar of Events

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May 2022

Date/Time Event
May 31, 2022 - June 1, 2022
All Day
2022 FPA NorCal Conference

Come celebrate our 50th Annual FPA NorCal Conference
at The Palace Hotel, San Francisco on May 31 and June 1, 2022.

It’s our 50th Anniversary! The theme for our Golden Anniversary 2022 is TOGETHER.
Now is the time to embrace new ways of being with each other. We cannot afford to go back to the pre-pandemic life that created the global challenges we face today.

What if we chose to focus on our similarities and what connects us to one another? How would that transform capital for the betterment of all humanity? We’re all in this together.

Register NOW to get the discounted rate before Registration opens for all on December 13th!

Join us to celebrate this milestone year at The Palace Hotel!

Space is Limited!

REGISTER NOW

Jun 2022

Date/Time Event
June 1, 2022
6:00 pm - 8:00 pm
FPA NexGen NorCal Reception

We are just one month away from the highly anticipated 50th annual FPA NorCal Conference held at the beautiful Palace Hotel in San Francisco on May 31st and June 1st.

If you haven’t yet registered, there are still a few spots left, so be sure to register here before it sells out. If you are registered, be sure to check out the conference schedule ahead of time to pick out which sessions and speakers you want to see.

You are invited to a NexGen Reception hosted by FPA NorCal Conference, directly following the Closing Keynote. 
Wednesday, June 1st from 6:00 to 8:00pm at the Palace Hotel in the French Parlor, 2nd Floor.

Drinks and hors d’ oeuvres will be served and welcome remarks will be made by the NorCal Conference Chair, William Pitney, and FPA National CEO, Patrick Mahoney. We welcome any and all NexGen members to join us for one of the best networking events of the year!

Note: NexGen members that are not registered for the conference are still encouraged to attend the reception. Please reply below to save your place at the reception.

Any questions? Please contact lwright@fpgonline.com. We look forward to seeing you there!

REGISTER HERE

June 2, 2022
6:00 pm - 7:30 pm
CFP Exam Tips

The NexGen Committee wants to help you pass the July CFP Exam. Come and learn helpful exam tips from two people who recently passed the CFP exam.

REGISTER HERE

June 16, 2022
5:30 pm - 7:30 pm
NexGen Happy Hour

Join us to meet other NexGen Members and their families!

NO COST Registration for FPA Members.
$29 for Non Members

Light apps and 2 drink tickets will be included upon registration.

REGISTER HERE

June 28, 2022
6:00 pm - 7:00 pm
Take Control of Your Finances in 8 Easy Steps

Learn how to take control of your finances and have your questions answered by volunteers from the Financial Planning Association of the East Bay. This workshop will cover record-keeping, spending & savings plans, proper use of debt, estate planning, insurance, and creating a personal financial plan.

Register with your email to attend live and the Zoom information will be sent to you on the day of the event. The event will be closed captioned.

MORE DETAILS HERE

Aug 2022

Date/Time Event
August 9, 2022 - September 8, 2022
7:30 am - 9:00 am
August Meeting

Meeting details will be posted soon!

Sep 2022

Date/Time Event
September 7, 2022
7:30 am - 9:00 am
September Meeting

Meeting details will be posted soon!

Oct 2022

Date/Time Event
October 5, 2022
7:30 am - 9:00 am
October Meeting

Meeting details will be posted soon!

Nov 2022

Date/Time Event
November 2, 2022
11:30 am - 1:00 pm
November LUNCH Meeting

Meeting details will be posted soon!

Dec 2022

Date/Time Event
December 7, 2022
7:30 am - 9:00 am
December Meeting

Meeting details will be posted soon!

The Value of FPA Membership

 

A Special Thanks to our Sponsors

A Special Thanks to our Sponsors

Gold Sponsors

Silver Sponsors