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Welcome to the Financial Planning Association of the East Bay

Calendar of Events

Nov 2020

Date/Time Event
11/04/2020
11:30 am - 1:00 pm
A Model Approach to Retirement Income

Presented by: Alex Murguia, Ph.D, CEO of Retirement Researcher and Managing Principal of McLean Asset Management

While investing for retirement is different than investing for accumulation, the financial planning field has not developed the appropriate tools to identify your retirement income preferences and how this can better identify retirement solutions for you. During this presentation, we will quantify various retirement income dimensions. We will also show how these dimensions can be captured reliably and help identify appropriate retirement income strategies for individuals. By identifying your retirement income style and matching them with retirement income strategies that exhibit those underlying characteristics, we can better identify solutions for clients.

About The Speaker:
Alex Murguia, Ph.D. is the CEO of Retirement Researcher and Managing Director of McLean Asset Management. He has written in numerous industry journals such as the Journal of Financial Planning and has been recognized nationally for his work. He has also been interviewed and quoted for his thoughts about retirement, financial technology and wealth management in various industry and widely distributed publications such as the New York Times and the Wall Street Journal and is a frequent speaker at various industry conference. He has also founded a financial planning software used across the industry.

*Please note the change in time for this meeting*

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Dec 2020

Date/Time Event
12/02/2020
7:30 am - 9:00 am
ESG Investing: Making a Difference in Real Life

Presented by: Natalya Zeman, Capital Group

Natalya Zeman is an Investment Specialist at Capital Group, with a focus on ESG. She has been at Capital for five years. She began her career at Capital in the Associate Program, during which she worked with all four investment groups, across six different Capital offices around the world. Before joining Capital, Natalya set up and ran a non-profit organization in Hong Kong. Natalya has a bachelor’s degree from the University of Oxford, and the Royal College of Music, London. Natalya is based in New York.

Jan 2021

Date/Time Event
01/06/2021
7:30 am - 9:00 am
2021 Economic and Stock Market Outlook

Presented by: John Tousley, Global Head of Market Strategy, Strategic Advisory Solutions; Goldman Sachs Asset Management

John Tousley, CFA, is a senior market strategist within GSAM’s Strategic Advisory Solutions team where he co-leads a team of specialists focused on economic and market strategy as well as client engagement on advanced portfolio construction and implementation issues. John has been with the firm 14 years. Prior to joining Strategic Advisory Solutions, he was a member of the GSAM fixed income portfolio management team with a specific focus on municipal, short duration, and multi-sector fixed income coverage. John was named managing director in 2011. He has 23 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder. John and his wife Christy have three children and live in Salt Lake City, Utah.

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