Welcome to the Financial Planning Association of the East Bay

Calendar of Events

August 1, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“How to Use LinkedIn to Enhance Your Sales and Referral Success”
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
“Aging: Care Management, Cost Analysis & Laws”
Presented by: Linda Fodrini-Johnson, Eldercare Services
Sponsored by: Oppenheimer Funds – – Alex Hayes (925) 234-8544

October 3, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Best Practices for Top Advisors”
Presented by: Susan Kay
Sponsored by: David Shaffer Insurance Services – – David Shaffer (925) 944-7100

October 3-5, 2018 – FPA Annual Conference @ Chicago, IL
Click Here for Registration          *Early Bird Special Ends July 13th
Like most events, the 2018 FPA Annual Conference is designed with similar goals to a game. Our job as game designers (a.k.a. conference organizers) is to keep the attendee as engaged and interested as possible for the duration for the event, and when the event is over, for the attendee to have gained a sense of empowerment, accomplishment and an interest in eventually coming back for more. As the player (a.k.a. attendee), your job is to accomplish as much as you can before time expires.

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– 11:15 am – 2:00 pm – Monthly Chapter Breakfast Meeting
“Understanding Dementia and it’s Impact on Your Clients”
Presented by: Dori Sproul, Alzheimer’s Assocation
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 JULY 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