Welcome to the Financial Planning Association of the East Bay

Calendar of Events

May 30-31, 2017 – FPA NorCal Conference The Palace Hotel, San Francisco
The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 45 years. The conference is held in San Francisco at the historic and elegant Palace Hotel. This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year.

August 2, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Education Funding”
Featuring Chris Stack
Sponsored by: Preferred Capital Securities – – Scott Scherer

September 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Business Development”
Featuring Duncan MacPherson, 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 NEWSLETTER AND EVENT CALENDAR | 2017   FPA MONTHLY EVENT CALENDAR MAY 2017 BROUGHT TO YOU BY FPA of the East Bay ...




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

 

 

 

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Litman Gregory