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Welcome to the Financial Planning Association of the East Bay

Calendar of Events

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Mar 2021

Date/Time Event
03/03/2021
7:30 am - 9:00 am
The Green Revolution: Investing in Clean Energy

Presented by: John Van Moyland, Managing Director, S&P Global Head of S&P Kensho Indices, S&P Dow Jones Indices

Renewable energy consumption in the US has grown for the fourth consecutive year, and in 2020 exceeded coal consumption for the first time. Wind and solar are projected to account for more than 60% of new generating capacity over the next decade. Additionally, as people continue to work remotely and spend more time at home, energy consumption expenses will transition from businesses to household–leading to greater demand for cost-efficient energy. Clean power firms may provide a long-term growth opportunity as the transition to renewable energy around the world has accelerated quickly, stemming from improved efficiency, reduced costs and government support. During his presentation, John van Moyland will provide and overview of this burgeoning trend and offer ways that financial advisors can think about positioning client conversations and portfolios.

About the Speaker
John van Moyland is Managing Director and Global Head of the S&P Kensho Indices at S&P Dow Jones Indices (S&P DJI), having formerly run the Financial Products division of Kensho Technologies, which was acquired by S&P Global in April 2018. He leads a team of quants and data scientists who leverage advanced analytics, machine learning, and NLP techniques to create truly differentiated custom baskets and indices, including the flagship S&P Kensho New Economy Indices.

Prior to his role at Kensho, John held senior technology, quantitative, and business transformation roles at a number of blue-chip financial institutions on both the buy and sell sides. John read Law at the University of London and Information Technology at the American International University. He is also a keen rock climber and organic farmer when not contemplating the Fourth Industrial Revolution and ramifications thereof.

Click Here to Register

03/24/2021
12:00 pm - 1:30 pm
On Target Living - Stress & Immunity

Presented by: Chris Johnson

Almost everyone has had their entire world disrupted by Covid-19, and there continues to be obvious fear and uncertainty – which creates stress.
What if we took back control?
-What if we built our invisible armor called the immune system?
-What if we prepared ourselves as well as we possibly could in order to fight off this virus, or any others that may come at us in the future?
Join us for an extremely informative webinar to learn how we eat, sleep and move each and every day impacts our mind, body and ability to stay healthy.
Please feel free to invite any office staff or co-workers who may be interested in one of the most informative sessions on overall health Jackson has ever offered.

Click Here to Register

Apr 2021

Date/Time Event
04/07/2021
7:30 am - 9:00 am
April Zoom Meeting

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May 2021

Date/Time Event
05/05/2021
7:30 am - 9:00 am
May Zoom Meeting

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Jun 2021

Date/Time Event
06/01/2021 - 06/03/2021
8:00 am - 2:30 pm
The 49th Annual FPA NorCal Conference

Registration Now Open!

You are invited to attend the 2021 FPA NorCal Virtual Conference, to be held on Tuesday, June 1, Wednesday, June 2, and Thursday, June 3.  Three shorter days for our virtual conference.  See the conference schedule.

Inspiring Excellence and Fostering Community

The FPA NorCal Conference is in its 49th year providing advanced educational sessions for our members and affiliated financial professionals. The conference also creates opportunities for attendees to connect and share with each other.

The conference is usually held in San Francisco at the historic and elegant Palace Hotel. This year, due to COVID-19, it is a virtual conference!

CLICK HERE FOR INFO

Aug 2021

Date/Time Event
08/04/2021
7:30 am - 9:00 am
August Zoom Meeting

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Sep 2021

Date/Time Event
09/01/2021
7:30 am - 9:00 am
September Zoom Meeting

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09/22/2021 - 09/24/2021
All Day
2021 FPA Annual Conference

Save the Date!

FPA Annual Conference 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 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.

Stay tuned—more information will be coming soon!

Oct 2021

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

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Nov 2021

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

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Dec 2021

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

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The Value of FPA Membership

 

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