FPA East Bay Events

We meet on the first Wednesday of the month for breakfast from 7:15 a.m. to 9:00 a.m. at Round Hill Country Club, 3169 Round Hill Road in Alamo.  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 2, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Education Funding”
Featuring Chris Stack
Sponsored by: Preferred Capital Securities – – Scott Scherer

September 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Business Development”
Featuring Duncan MacPherson, Pareto Systems
Sponsored by: David Shaffer Insurance Services – – (925) 944-7100

October 4, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Behavioral Finance”
Featuring Greg LaBlanc, UC Berkeley
Sponsored by: Franklin Templeton Investments – – (925) 708-4672

October 9, 2017 – 11:00 am – 6:00 pm – 7th Annual Golf Tournament
Register Now!!! Space is Limited!!! Details/Register
Plenty of Sponsorship Opportunities available!!! Click Here for a printable brochure!

November 1, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting

December 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting