Chapter Meetings

Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.






Upcoming Events

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May 2021

Date/Time Event
7:30 am - 9:00 am
May Zoom Meeting Featuring Jim Barnett, Warrior Broadcaster

Jim Barnett, NBA Player and Warrior Broadcaster

Sports frequently shines a spotlight on young women and men and the lessons learned from sports at an early age can teach many life lessons. Jim Barnett was the 8th player selected in the 1966 NBA draft by the Boston Celtic. Jim played in the league for over ten years and has been a broadcaster for the past 34 years. Jim played alongside players such as Bill Russell, Rick Barry and Nate Thurmond. Jim is going to share his observations from a life in basketball and from his front row seat during the Warriors historic championship run. We look forward to seeing you at our May Chapter Meeting!

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!


7:30 am - 9:00 am
June 9, 2021

Check back here for more details.

Aug 2021

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

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08/12/2021 - 08/13/2021
All Day
NexGen Gathering 2021

The financial planning profession is changing, and it’s NexGen planners who are at the forefront of this change. We have the power to shape the future of the profession and lead the charge for the generation that will come after us. Join us at FPA NexGen Gathering, August 12-13, to gain the skills and lasting connections that you’ll need to be the change.

This highly interactive event is packed with opportunities for small group and one-on-one networking so you can meet, connect and build lasting relationships with your fellow NexGen community members. Plus, after consuming two days of high-quality content featuring four keynote sessions and engaging breakout sessions, we know that you’ll leave with a newfound passion for the important work you do each day.

Grab your spot to join us for this unforgettable virtual event!

register now

FPA Member Price: $125 | Non-member Price: $325

Sep 2021

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

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Nov 2021

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

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Dec 2021

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

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