FPA East Bay Events

The Chapter meetings are of a technical nature for financial services professionals and are not open to the public.

Those who are not yet members of the Financial Planning Association are invited to attend. As of January 1, 2019 The advance meeting fee is $45 for FPA members, $65 for non-members, $35 for FPA members going through the CFP® Program and $45 for 1st-Time Non-member Guests. Registration not received by the Monday preceding the general meeting by 2pm will be considered at-the-door registrants and are subject to $55 for FPA members, $75 for non-members, $45 for FPA members going through the CFP® Program respectively; please see the meeting notice for complete reservation details.

Meetings are usually held on the first Wednesday of each month, with the exception of June and July, for breakfast from 7:15 a.m. to 9:00 a.m. at the ROUNDHILL COUNTRY CLUB (RHCC) as indicated below:


Upcoming Programs

 September 4, 2019- 7am to 9am—RHCC
“Straight Talk on Crypto: What Is It, Why It Matters, And How It Fits Into A Portfolio”
Presented by: Matt Hougan, Global Head of Research for Bitwise Asset Management and Chairman of Inside ETFs
Sponsored by: Invesco – – Alex Hayes

 October 2, 2019- 7am to 9am—RHCC
“What You Need to Know About Longevity”
Presented by: Ken Smith, Senior Research Scholar; Stanford Center on Longevity
Sponsored by: MFS – – Corey Silva

October 14, 2019 – 10:30am to 6:30pm
9th Annual Golf Tournament
at the Contra Costa Country Club
Register Now!!! Space is Limited!!!
Sponsorships available as well!!!

October 16-18 2019
FPA Annual Conference in Minneapolis, MN
Save $200 if you sign up by July 26
Click here to Register!

November 6, 2019 – 11:15am-2:00pm—RHCC *LUNCH*
“Underserved, High Value Markets: Women and Next Gen”
Presented by: Jackie Wilke, Advisory Practices Consultant at First Trust
Sponsored by: Signet Mortgage – – Clay Selland
The growing influence of female and next generation investors continues to disrupt the financial services industry in the form of asset attrition risk. Future-focused advisors and teams are building practices aimed at acquiring new clients within these segments, while solidifying multi-generational relationships with their current clients’ spouses and families. This presentation gives you their processes and strategies to solidify your value and build your client base for generations to come.

December 4, 2019- 7am to 9am—RHCC
Sponsored by: Susan Danzig, LLC – – Susan Danzig