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

March 5, 2019 – Sixth Annual Advocacy Day in Sacramento
We meet up at the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am.  Then we head to the Capitol to visit with our State Senators and/or Assembly Members. This is your opportunity to meet with your elected representatives to discuss what is most important to you in your profession, and create long-standing relationships that matter. Register Here before the February 22 deadline.

March 6, 2019- 7am to 9am—RHCC
“Life Happens … Planning Matters in Finding Financial Peace When Your Clients Divorce”
Presented by: Beth McClelland, MBA, CFP®, CDFA; East Bay Divorce Financial Planning
Sponsored by: Litman Gregory – – Chad Perbeck
Are you prepared to support your clients through their divorce? Join us in March! Beth McClelland, Certified Divorce Financial Analyst and CFP®, will share her expertise with us so that we can better serve our clients.

April 10, 2019- 7am to 9am—RHCC

May 1, 2019- 7am to 9am—RHCC

May 28-29, 2019 – FPA NorCal Conference
Located at the Palace Hotel in San Francisco
For More information or to register Click Here
Hurry!!! This event sells out FAST!

August 7, 2019- 7am to 9am—RHCC

 September 4, 2019- 7am to 9am—RHCC

 October 2, 2019- 7am to 9am—RHCC

November 6, 2019- 11:15am-2:00pm—RHCC

December 4, 2019- 7am to 9am—RHCC