Welcome to the Financial Planning Association of the East Bay

Calendar of Events

August 19, 2016– 5:00pm to 8:00pm– FPA EB Bocce and Networking Event
CONTRA COSTA COUNTRY CLUB
801 Golf Club Rd
Pleasant Hill, CA 94523
Register Here!

September 7, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
16th Assembly District Legislative Update
Featuring: Assemblywoman Catharine Baker, AD16
Sponsored by: David Shaffer – – David Shaffer Insurance Services

September 13, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

September 15, 2016– 6:00pm to 8:00pm– Allied Professionals SPEED Networking Event
Speed Networking referral source building amongst Financial Advisors, Estate Planning
Attorneys and CPAs. Join us for a fun interactive fast paced evening!

October 5, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Building Smart Sustainable Growth Through the Power of Fully Integrated Teams – Business Owner Mindset”
Featuring Jeff Marshall, ChFC; Ameriprise Financial Services, Inc.
Sponsored by: Alex Hayes – – Oppenheimer Funds

October 11, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

October 10, 2016 11:am am – 6:00 pm – 6th Annual Golf Tournament
Register Now, Space is Limited!!! Details/Register
This Event Sponsored by: David Shaffer – – David Shaffer Insurance Services
Plenty of sponsorship opportunities available Click Here for Printable Brochure

November 2, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting Details & Registration Coming Soon!
Sponsored by: JB Walker – – Franklin Templeton

November 8, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

December 7, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting Details & Registration Coming Soon!
Sponsored by: Franklin Square Capital Partners

December 13, 2016–  5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland

Chapter News

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 AUGUST 2016 BROUGHT TO YOU BY FPA of the East Bay www.fpaeb.org FPA of San Francisco www.fpasf.o...
April 2016 January 2016 November 2015 September 2015 April 2015 January 2015 November 2014 September 2014 April 2014 January ...




A Special Thanks to our Sponsors

 

Gold Sponsors

Franklin-Resources-logo

 

 

 

american-century-logo
Signet Mortgage logo
David Shaffer Logo

 

 

 

 

Oppenheimer Logo

 

 

 

 

Silver Sponsors

goldman-sachs-logo
american-funds-logo

 

 

 

 

UC Berkeley Ext
HennessyFundsLogo
Orinda Logo

 

 

 

NB_Logo_Black
FlexShares_Logo_(R)

 

 

 

NEW Polycomp Logo - Black and White
Litman Gregory