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

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
A special extended program on aging.
Sponsored by: Bluerock Capital Management – – John Sorrell (925) 858-2497

December 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Conscious Inclusivity”
Presented by: Kellie McElhaney, PhD, Haas School of Business, UC Berkeley
Sponsored by: Deutsche Funds – – Mike Fredrick (925) 360-4116