Welcome to the Financial Planning Association of the East Bay

Calendar of Events

August 2, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Wealth Management Strategies- Maximizing the Value of 529 Plans to the Owner’s Benefit”
Featuring Chris Stack, Esq., Managing Consultant; Savingforcollege.com
Sponsored by: Preferred Capital Securities – – Scott Scherer

September 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“From Vapor to Paper”
Featuring Duncan MacPherson, CEO; Pareto Systems
Sponsored by: David Shaffer Insurance Services – – (925) 944-7100

October 4, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Real Estate Securities Outlook”
Featuring Greg LaBlanc, UC Berkeley
Sponsored by: Franklin Templeton Investments – – (925) 708-4672

October 9, 2017 – 11:00 am – 6:00 pm – 7th Annual Golf Tournament
Register Now!!! Space is Limited!!! Details/Register
Plenty of Sponsorship Opportunities available!!! Click Here for a printable brochure!

November 1, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting

December 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting

Chapter News

Click the Link below to view pictures from the golf tournament 2016 Golf Tournament
University of California, Berkeley Extension Program http://extension.berkeley.edu/public/category/courseCategoryCertificateP...
Date: September 14-16, 2016 Topic: FPA’s Annual Conference – BE Baltimore 2016 Location: Baltimore Convention Center, Baltimo...
  FPA MONTHLY EVENT CALENDAR JULY 2017 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

David Shaffer Logo
Franklin-Resources-logo

 

 

 

american-century-logo
Signet Mortgage logo

 

 

 

 

Oppenheimer Logo

 

 

 

 

Silver Sponsors

goldman-sachs-logo
UC Berkeley Ext
HennessyFundsLogo

 

 

 

 

Orinda Logo

 

 

 

FlexShares_Logo_(R)

Litman Gregory