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

February 5, 2020- 7am to 9am—RHCC
“2020 and Beyond Tax Planning”
Presented by: Meredith Johnson, CPA, CFP®, Director of Tax; BPM
Sponsored by: Invesco – – Alex Hayes

March 4, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Litman Gregory – – Chad Perbeck

*April 8, 2020- 7am to 9am—RHCC*
Meeting Details to Follow
Presented by:
Sponsored by: Orinda Asset Management – – Craig Kirkpatrick

May 6, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Signet Mortgage – – Clay Selland

May 4-7, 2020 – FPA Retreat 2020
The FPA Retreat is an annual gathering of advanced financial planning practitioners who are passionate about refining their craft and committed to working together to shape the future of the profession.
Hyatt Regency Lost Pines Resort and Spa – Cedar Creek, Texas
Click Here for Registration – Early Bird ends February 7th

August 5, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Ivy Investments – – Kurtis Cicero

September 2, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Susan Danzig, LLC – – Susan Danzig

October 7, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: MFS – – Corey Silva

*November 4, 2020- 11am to 1pm—RHCC*
Meeting Details to Follow
Presented by:
Sponsored by: BlueRock – – John Sorrell

December 2, 2020- 7am to 9am—RHCC
Meeting Details to Follow
Presented by:
Sponsored by: Stonecrest – – Kara Paik