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: Franklin Templeton Investments – – (925) 708-4672

October 4, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Real Estate Securities Outlook”
Featuring Greg LaBlanc, UC Berkeley
Sponsored by: David Shaffer Insurance Services – – (925) 944-7100

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
  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

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UC Berkeley Ext
HennessyFundsLogo

 

 

 

 

Orinda Logo

 

 

 

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Litman Gregory