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

May 1, 2019- 7am to 9am—RHCC
“Ethical Lessons: Tom Hardin’s Journey from Analyst to Tipper X”
Presented by: Tom Hardin
Sponsored by: David Shaffer Insurance Services – – David Shaffer

May 28-29, 2019 – FPA NorCal Conference
Located at the Palace Hotel in San Francisco
For More information Click Here
THIS EVENT IS SOLD OUT!

August 7, 2019- 7am to 9am—RHCC
Sponsored by: Ivy Funds – – Tonya Lore

 September 4, 2019- 7am to 9am—RHCC
Sponsored by: Oppenheimer Funds – – Alex Hayes

 October 2, 2019- 7am to 9am—RHCC
Sponsored by: MFS – – Corey Silva

October 14, 2019 – 10:30am to 6:30pm
9th Annual Golf Tournament
at the Contra Costa Country Club

November 6, 2019- 11:15am-2:00pm—RHCC
Sponsored by: Signet Mortgage – – Clay Selland

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