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

April 11, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Intentional Wealth: What Planners Can Do to Support the Legacies of their Clients”
Featuring Courtney Pullen
Sponsored by: American Century Investments – – Matt Beck (816) 340-9771
Click Here to download Courtney Pullen’s presentation

May 2, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
 “Case for Emerging Markets: Challenges and Opportunities”
Featuring Justin Leverenz, CFA; Oppenheimer Funds
Sponsored by: Robert Half – – Carolyn Sweeney (925) 930-8180

May 29-30, 2018 – FPA NorCal Conference The Palace Hotel, San Francisco
The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 46 years. The conference is held in San Francisco at the historic and elegant Palace Hotel. This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year. SOLD OUT!!! Sign up for the Wait List.

August 1, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Franklin Templeton – – JB Walker (925) 708-4672

September 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Oppenheimer Funds – – Alex Hayes (925) 234-8544

October 3, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: David Shaffer Insurance Services – – David Shaffer (925) 944-7100

October 8, 2018 – 11:00 am – 6:00 pm – 8th Annual Golf Tournament

November 7, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Bluerock Capital Management – – John Sorrell (925) 858-2497

December 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
Meeting details coming soon
Sponsored by: Deutsche Funds – – Mike Fredrick (925) 360-4116