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

December 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“How to Recruit & Compensate Top Talent”
Featuring Kelli Cruz; Cruz Consulting Group
Sponsored by: Deutsche Asset Management – – (925) 360-4116
Download Presentation slides here

Early Bird Registration for FPA NorCal Conference 2018 – December 11th-16th
For FPA Bay Area chapter members ONLY, we have opened registration ONE WEEK EARLY – December 11 to 16! (General registration opens Monday, December 18.)
The 2018 FPA NorCal Conference will be held at The Palace Hotel in San Francisco on Tuesday, May 29 and Wednesday, May 30, 2018.
The conference sells out quickly, so register now to guarantee your place! The conference offers lots of CE credit, opportunities to network with a like-minded community, and a remarkable line-up of speakers and sessions.