Giving Back
Check out our volunteer opportunities
Create Connections
Check out our Upcoming Events
Learn from the Experts
Meet our sponsors
Welcome to the Financial Planning Association of the East Bay
Calendar of Events
Feb 2023
| Date/Time | Event |
|---|---|
| February 1, 2023 7:30 am - 9:00 am |
February 1 Meeting
“2023 Economic and Stock Market Outlook “ Presented by Economic conditions shifted dramatically in 2022 and both stocks and bonds suffered together. The Federal Reserve is telegraphing signifcant tightening in 2023 and recessionary expectations are at historic levels. Join us in February as John Tousley will review the economic conditions we’ll be facing in 2023 and beyond. He will look at the major economic factors, discuss asset allocation outlooks and talk about risks on the horizon. He will give us lots of great information to share with our clients this year. About the Speaker After raising their 3 children in New York, John and his wife Christy returned to Salt Lake City six years ago, where they enjoy all things outdoor. Please download the Meeting slides below |
| February 9, 2023 2:00 pm - 3:30 pm |
FPA NexGen February 2023 Zoom Event
“Integrating Tax and Financial Planning: Help your clients prepare for the up coming tax season”
In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months. About the Speaker: Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith Johnson holds an active CPA license in California. |
Mar 2023
| Date/Time | Event |
|---|---|
| March 1, 2023 7:30 am - 9:00 am |
March 1 Meeting
Meeting details coming soon! |
| March 7, 2023 7:00 am - 4:00 pm |
FPA CA Advocacy Day
Hello FPA Members!
Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.
While the Legislators’ intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.
The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.
We are going to Sacramento on March 7, 2023. This is our 11th annual visit to “the Hill”. I urge you to join your fellow FPA members from around the state to meet with your elected representatives.
FPA of California events will comply with the current Local, State and Federal requirements.
Why is your participation important? Without you (a constituent who lives in the district) we are unable to meet with your Senator or Assemblymember. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients. These conversations will help determine the future of our profession. These meetings help us build strong relationships with elected officials and their staff. Please mark your calendar now to participate in a fun and exciting day in support of our profession.
To register for the March 7, 2023 Advocacy Day, please complete the online form. HERE
Note: You will need to supply the names and contact information for your Senator and Assemblymember by February 21st. To find out who they are, HERE is a link to find your California elected official based on your district of residence (once on their website, click on the Contact Us tab)
March 6, 2023: You are invited to join us in Sacramento on Monday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites. To register to attend the March 6, 2023 Dinner at the Rio City Cafe, please click HERE Also, we have a block of rooms at a discounted rate at the Embassy Suites – available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting.
To book your hotel, please use one of the methods below. Please note that in order to get the reduced rate you will need to make your reservations by February 13th as the hotel sells out every year. Please be sure edit your hotel dates to indicate you stay from 3/6-3/7.
1. Online Reservations:
2. Visit www.sacramento.
3. Call (916) 326-5000 and let the Front Desk Agent know you would like to make a reservation under the Financial Planning Association FPA of CA discounted rate.
Please keep in mind that all reservations must be in by: February 13, 2023.
March 7, 2023: We meet in the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol for visits with our State Senators and/or Assembly Members.
Are you new to Advocacy? Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach. You will have a team to support you.
We offer FINANCIAL SUPPORT. The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy.
Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!
Sincerely,
Tom
Thomas Bennett
2023 President, FPA of California
Email: president@fpaca.org
Website: www.fpaca.org
|
| March 24, 2023 12:00 pm - 1:00 pm |
Exclusive FPA Multi-Chapter Webinar
|
Apr 2023
| Date/Time | Event |
|---|---|
| April 5, 2023 7:30 am - 9:00 am |
April 5 Meeting
Meeting details coming soon! |
May 2023
| Date/Time | Event |
|---|---|
| May 10, 2023 7:30 am - 9:00 am |
May 10 Meeting
Meeting details coming soon! |
| May 30, 2023 - May 31, 2023 7:30 am - 5:00 pm |
FPA NorCal 2023
Since 1972, the FPA NorCal Conference has held an annual conference in San Francisco for the purposes of furthering education and community networking. The FPA NorCal Conference is organized by a committee of respected financial planning professionals representing the San Francisco Bay Area FPA Chapters – San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento). This conference is planned for financial planners by financial planners.The FPA NorCal Conference is the most established, advanced-level conference that provides the opportunity to interact with all parts of our community and profession. We offer an invaluable educational and networking event year after year. |
Aug 2023
| Date/Time | Event |
|---|---|
| August 2, 2023 7:30 am - 9:00 am |
August 2 Meeting
Meeting details coming soon! |
Sep 2023
| Date/Time | Event |
|---|---|
| September 6, 2023 7:30 am - 9:00 am |
September 6 Meeting
Meeting details coming soon! |
The Value of FPA Membership
A Special Thanks to our Sponsors
A Special Thanks to our Sponsors
Gold Sponsors
Silver Sponsors
