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Welcome to the Financial Planning Association of the East Bay

Calendar of Events

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Sep 2021

Date/Time Event
09/22/2021 - 09/24/2021
All Day
2021 FPA Annual Conference

Are you missing that sense of community?
Come meet us in Columbus!

We’re excited to announce that FPA Annual Conference 2021 will be held in-person this year! We know you’ll agree that this is a great opportunity to reunite with all of your financial planning friends and colleagues—plus, get to know some great new people—this September.

This event is an immersive, three-day experience that will provide you what you need to pursue mastery in the business, practice and profession of financial planning. #FPAConf21 is where the profession’s leaders, innovators and change-makers will gather to learn the latest in financial planning and share their secrets for success.

Join your colleagues, a diverse group of expert presenters from the profession and our difference-making partners, from September 22–24 at the Greater Columbus Convention Center in Columbus, Ohio to share insights on the topics that matter and participate in discussions that get to the heart of the important work you do every day.

LEARN MORE HERE

Oct 2021

Date/Time Event
10/06/2021
7:30 am - 9:00 am
October Zoom Meeting

Longevity and the New Retirement

Presented by: Dan Veto, Senior Vice President
Age Wave

In his keynote presentation, Dan Veto will address how longevity is radically altering the expectations and critical steps required to successfully prepare for and live out a satisfying retirement. Dan will draw on decades of Age Wave research and professional experience working with Financial Advisors across the country and around the world on this important topic. He will address compelling retirement issues regarding family, health, work and purpose. Dan will also shed light on the emerging impact of COVID-19 on the direction of retirement. Finally, Dan will reveal what clients say they are really seeking with regard to their finances and what they want most from their Financial Advisor.

About the Speaker
Dan Veto’s pioneering research illuminates the exciting promise and critical new financial and lifestyle responsibilities associated with longevity and the new retirement. He specializes in educating financial advisors, clients, and other constituent groups on the unique priorities, needs, and challenges of longevity. His unparalleled research into the real-life experiences of aging and retirement is frequently featured in the media, including the New York Times, The Wall Street Journal, Bloomberg BusinessWeek, SmartMoney, and Financial Planning Magazine, among others. Dan Veto is currently a Senior Vice President at Age Wave. Prior to joining Age Wave, Dan served on the board of directors and was Chief Marketing Officer and Senior Vice President of Strategic Planning at Bankers Life, a firm focused on meeting the financial-security needs of retirees. He began his career at McKinsey & Company, a leading management consulting firm, where he advised financial services and health care clients in the United States, Mexico, and throughout Europe. Dan earned a BS in Electrical Engineering from the University of Illinois, and an MBA from INSEAD, the international business school in Fontainebleau, France. He also earned a joint Gerontology certificate from the American Society on Aging and the University of Southern California’s Leonard Davis School of Gerontology. He currently resides in Mill Valley with his wife and has two college-aged daughters.

REGISTER HERE

Nov 2021

Date/Time Event
11/03/2021
11:30 am - 1:00 pm
November Zoom Lunch Meeting

How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies

Presented by: Derek Tharp, PhD, Lead Researcher at Kitces.com

Dr. Tharp’s presentation examines how real retirement spending patterns change traditional retirement withdrawal strategies. Specifically, commonly used retirement spending assumptions are compared to actual retirement spending patterns of retirees. This comparison reveals that typical assumptions of constant real spending often overstates retirement spending. As a result, commonly assumptions may overstate retirement savings need. Accounting for more realistic retirement spending results in higher safe withdrawal rates than prior research has typically indicated. Typical assumptions also fail to account for the potential to make adjustments in retirement that can keep a retirement spending plan on track.

Please note the start time of this LUNCH meeting

Dec 2021

Date/Time Event
12/01/2021
7:30 am - 9:00 am
December Zoom Meeting

Check back here for more details!

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