Events

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

CONTENTS

Sep 2022

Date/Time Event
September 8, 2022
7:30 am - 9:00 am
September Meeting

“RIA Mergers & Acquisitions:
Strategies for Growth & Positioning Your Firm to Stand Out in a Crowded Market“

In the hyper-competitive M&A space, to succeed as an attractive buyer, merger candidate or a highly valued seller takes advance preparation and planning. Examine and explore the enhancement opportunities for prospective RIA Buyers, Merger Candidate and Sellers to implement to maximize success in a saturated market. Our speakers will share their expertise learned through their personal experiences with acquisitions.

Featuring:


Arthur Ambarik, CEO at Perigon Wealth Management
Arthur Ambarik is Chief Executive Officer at Perigon Wealth Management, a Financial Times Top 300 National RIA with over $3 billion in assets under management. Arthur is also a Financial Advisor and CFP® professional, and has been named a Best in State Wealth Advisor for California by Forbes. Arthur brings more than 20 years of experience to his role with Perigon including advisory and operational positions he held previously with Ameriprise and LPL. Arthur graduated from Williams College in 2001 with a B.A. in Economics.


Susan Danzig, Business Development Expert for Financial Service Professional
Susan Danzig is a business development coach and the CEO and President of Susan Danzig, LLC. She helps her clients understand, appreciate and clarify their value, define their specialization and create effective marketing strategies. Susan’s specialty is brand refinement, messaging and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder, a Certified Business Development Coach and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community, Susan is a National Board Member to the Financial Planning Association.


Linda Willis
, M&A consultant with Career Management Advisors
Linda Willis, founder, and president of M&A consulting firm Career Management Advisors | CMA Consulting, a former financial services senior executive, RIA owner, and lawyer, will provide insights into strategies for optimizing your position as a Buyer or as a Seller.

September 15, 2022
5:30 pm - 7:30 pm
NexGen September Social
Jack’s Restaurant and Bar, Pleasant Hill CA

Join the FPA East Bay at Jack’s Restaurant and Bar for a rare opportunity to ask questions and learn from financial professionals that have made an impact on our community!

Light appetizers and refreshments will be included upon registration

NO COST Registration for FPA Members.
$30 for Non-Members

REGISTER HERE

September 28, 2022
6:00 pm - 7:30 pm
CFP Exam Tips

If you are planning to take the November exam, this is the event you should attend. As an attendee, you will gain value insights on how to study to prepare to pass for the CFP exam.

REGISTER HERE

Oct 2022

Date/Time Event
October 5, 2022
5:30 pm - 8:00 pm
October Dinner Meeting

A Financial Planning Case Study for all FPA Members including the NexGen Community.
Facilitated by Gregg Clarke, CFP® and Sabrina Lowell, CFP®

Check back soon for more details

Nov 2022

Date/Time Event
November 3, 2022
11:30 am - 1:00 pm
November LUNCH Meeting

A special presentation by Ben Decker called, “Improving the Client Experience With Improved Communications”

Check back soon for more details

Dec 2022

Date/Time Event
December 7, 2022
7:30 am - 9:00 am
December Meeting

Meeting details will be posted soon!