- Career Development
- FPA Advocacy
MEETING CANCELLED *April 8, 2020- 7am to 9am—RHCC*
“Deterring Transnational Cybercrimes: Tips from the Secret Service for You and Your Clients”
Presented by: Shawn Bradstreet, US Secret Service
Sponsored by: Orinda Asset Management – – Craig Kirkpatrick
May 6, 2020- 7am to 9am—RHCC
“Update on CA Legislation”
Presented by: Assembleymember Rebecca Bauer-Kahan; Assembly District 16
Sponsored by: Signet Mortgage – – Clay Selland
Assembleymember Rebecca Bauer-Kahan (Assembly District 16) will provide an overview and update for us, sharing recent legislation, committe work, and community activities. She will focus on legislation that impacts financial advisors, our businesses and our clients.
May 4-7, 2020 – FPA Retreat 2020
The FPA Retreat is an annual gathering of advanced financial planning practitioners who are passionate about refining their craft and committed to working together to shape the future of the profession.
Hyatt Regency Lost Pines Resort and Spa – Cedar Creek, Texas
Click Here for Registration – Early Bird ends February 7th
FPA EB Golf Tournament 2019 Password: birdie (all lower case) You can view and download any or all photos at once without an...
FPA MONTHLY EVENT CALENDAR MARCH ‐ MAY 2020 BROUGHT TO YOU BY FPA of the East Bay www.fpaeb.org FPA of San Francisco www.fpas...
Choose from 1000’s of Financial Planners, all of whom adhere to FPA’s Code Of Ethics.Go
The Financial Planning Association of the East Bay Chapter exists to help our members serve their clients through the financial planning process. Learn more…