Welcome to the Financial Planning Association of the East Bay

Calendar of Events

March 1, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“New Social Security Rules: How to Maximize Social Security Benefits Now”
Featuring Mary Beth Franklin, CFP®
“The Bipartisan Budget act of 2015 changed the rules for some key social security claiming strategies.  Mary Beth Franklin, CFP®, will speak about the rule changes and their implications on claiming strategies, and how financial planners can help clients navigate these decisions to maximize benefits.  In addition, Mary Beth will present case studies to illustrate how advisers can put these strategies to work for clients.”
Sponsored By: Blue Rock – – (925) 858-2497

April 5, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“The New Political Landscape for Advisors and Clients”
Featuring Libby Cantrill, CFA; Head of Public Policy at PIMCO
“Libby Cantrill, CFA. Ms. Cantrill is the head of public policy for PIMCO. In this capacity, she helps coordinate the firm’s response to public policy issues and analyzes policy and political events for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. She is a founding member of PIMCO Parents, an initiative focused on supporting parents and families at PIMCO, and PIMCO Women, whose mission is to attract, retain, and develop women at PIMCO. She has 13 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. She is a CFA charterholder.”
Sponsored by: American Century – – (816) 340-9771

May 3, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting

August 2, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting

September 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting

October 4, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting

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 EVENT CALENDAR FEBRUARY 2017 BROUGHT TO YOU BY FPA of the East Bay www.fpaeb.org FPA of San Francisco www.fpasf...




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