FPA East Bay Events

We meet on the first Wednesday of the month, with the exception of June and July, for breakfast from 7:15 a.m. to 9:00 a.m. at Contra Costa Country Club, 801 Golf Club Road in Pleasant Hill.  Click here for a map and directions.

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. The advance meeting fee is $38 for FPA members and $53 for non-members. Registration not received by the Monday preceding the general meeting by 2pm will be considered at-the-door registrants and are subject to $48 for FPA members and $63 for non-members respectively; please see the meeting notice for complete reservation details.

Upcoming Programs

August 15, 2018 – 6:00pm – 9:30pm
Career Development Networking Event at Wine and PAINT NITE at 1515 Restaurant & Lounge

September 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Building Plans for “Positive Aging” with Eyes Wide Open”
Presented by: Linda Fodrini-Johnson, Eldercare Services
Sponsored by: Oppenheimer Funds – – Alex Hayes (925) 234-8544

October 3, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Best Practices for Top Advisors”
Presented by: Susan Kay
Sponsored by: David Shaffer Insurance Services – – David Shaffer (925) 944-7100

October 3-5, 2018 – FPA Annual Conference @ Chicago, IL
Click Here for Registration          *Early Bird Special Ends July 13th
Like most events, the 2018 FPA Annual Conference is designed with similar goals to a game. Our job as game designers (a.k.a. conference organizers) is to keep the attendee as engaged and interested as possible for the duration for the event, and when the event is over, for the attendee to have gained a sense of empowerment, accomplishment and an interest in eventually coming back for more. As the player (a.k.a. attendee), your job is to accomplish as much as you can before time expires.

October 8, 2018 – 11:00 am – 6:00 pm – 8th Annual Golf Tournament
At the Contra Costa Country Club
Click Here for Registration/Details

November 7, 2018– 11:15 am – 2:00 pm – Monthly Chapter Breakfast Meeting
“Understanding Dementia and it’s Impact on Your Clients”
Presented by: Dori Sproul, Alzheimer’s Assocation
Sponsored by: Bluerock Capital Management – – John Sorrell (925) 858-2497

December 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Deutsche Funds – – Mike Fredrick (925) 360-4116