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

December 4, 2019- 7am to 9am—RHCC
“Building Great Teams”
Presented by: Bob Ladouceur, Legendary De La Salle Football Coach
Sponsored by: Susan Danzig, LLC – – Susan Danzig

December 11, 2019- 4:30pm to 7pm—Telefèric Barcelona
“MEAT the Board”
Members, please come “Meat the Board” to celebrate their impact in 2019 and learn about opportunities to get involved.
Mix, mingle and enjoy the delicious tapas and sangria.
Telefèric Barcelona
1500 Mt Diablo Blvd
Walnut Creek, CA 94596

*January 8, 2019- 7am to 9am—RHCC*
“2020 Economic and Stock Market Outlook”
Presented by: Kent Shepherd, CFA, Portfolio Manager; Franklin Templeton Group
Sponsored by: David Shaffer Insurance Services – – David Shaffer

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