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 |
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September 8, 2022 7:30 am - 9:00 am |
September Meeting
“RIA Mergers & Acquisitions: 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:
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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. |
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. |
Oct 2022
Date/Time | Event |
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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. Check back soon for more details |
Nov 2022
Date/Time | Event |
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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 |
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December 7, 2022 7:30 am - 9:00 am |
December Meeting
Meeting details will be posted soon! |