Welcome to the Financial Planning Association of the East Bay

Calendar of Events

January  10, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting *NEW LOCATION* Contra Costa Country Club
2018 Economic and Market Outlook…Is the “New Normal” Here to Stay
Featuring Rich Taylor, VP & Sr. Client Portfolio Manager; American Century Investments
Sponsored by: Stonecrest – – Kara Paik (415) 840-6815
Click Here for the Presentation Slides

February 7, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting *NEW LOCATION* Contra Costa Country Club
“Using Housing Wealth to Improve Financial Outcomes in Retirement”
Featuring Barry H. Sacks, JD, PhD, HECM Advisors Group
Sponsored by: Signet Mortgage – – Clay Selland (925) 807-1500 ext. 303

March 7, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting *NEW LOCATION* Contra Costa Country Club
“Cyber Crimes and the Increased Threat of Fraud”
Featuring Greg A. Ruppert, SVP; Charles Schwab
Sponsored by: MFS Investment Management – – Corey Silva (415) 676-7801

April 4, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: American Century Investments – – Matt Beck (816) 340-9771

May 2, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Robert Half – – Carolyn Sweeney (925) 930-8180

August 1, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by:

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

November 7, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by:

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 January 2018 Includes: PRESIDENT’S PODIUM “KEYS TO RUNNING A SUCCESSFUL FAMILY MEETING” BY DAVID ALLEN, CFP® CHAIRMAN, F...
2017 Golf Slide Show
  FPA MONTHLY EVENT CALENDAR DECEMBER 2017 BROUGHT TO YOU BY FPA of the East Bay www.fpaeb.org FPA of San Francisco www.fpasf...




A Special Thanks to our Sponsors

 

Gold Sponsors

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Signet Mortgage logo

 

 

 

 

Oppenheimer Logo

 

 

 

 

Silver Sponsors

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UC Berkeley Ext
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Litman Gregory