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Welcome to the Financial Planning Association of the East Bay
Calendar of Events
Jun 2023
Date/Time | Event |
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June 15, 2023 2:00 pm - 3:30 pm |
FPA East Bay June NexGen Hosted Event
Mastering the Human Element of Client Engagement in the Age of AI
Why is this topic so important? During this event, attendees will learn about how they can build stronger, more meaningful relationships with clients. From leveraging empathy and active listening to developing personalized solutions, this event will provide attendees with the tools they need to stay relevant and effective in the face of technological disruption. Learn more about the speaker |
June 28, 2023 5:00 pm - 7:00 pm |
NexGen Hosted Social at Headlands Brewery
Headlands will be hosting trivia from 6:30 to 8:30 so stick around and enjoy the fun! Headlands Brewery |
Jul 2023
Date/Time | Event |
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July 26, 2023 6:45 pm - 11:00 pm |
FPASF NexGen Hosted Giants Game Hangout
Calling all FPA of San Francisco family and friends! Join us at Oracle Park on July 26th as the Giants take on the Oakland Athletics at 6:45PM! Book your ticket BEFORE July 12th here: |
Aug 2023
Date/Time | Event |
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August 2, 2023 7:30 am - 9:00 am |
August 2 Meeting
Estate Planning Strategies: What Clients Should be Thinking & Talking About Today
Financial advisors occupy a trusted position in conversations with their clients about their legacies. Are you having legacy conversations with your clients today? Are you up to speed on the best estate planning strategies for multi-generational wealth transfers? Are you starting to plan for the sunsetting of the current rules in less than three years? Join us for an interactive session with estate, tax and succession expert Sara Dorosti. She will share her top things that multi-generational families can be doing today. She will offer suggestions for holding meaningful legacy conversations with clients. She will also share her thoughts on how families with $13-26mm in wealth can be thinking about changes down the road. And she’ll be able to answer your other estate planning questions. Speaker Bio: Dorosti is admitted to the California State Bar Association. She is a candidate for the Certified Trust and Fiduciary AdvisorSM (CTFA) credential issued by the American Bankers Association®. Before joining Comerica, Dorosti was Vice President at U.S. Bank. Previously, she was an Associate with Pillsbury Winthrop Shaw Pittman, LLP. A graduate of the University of California, Berkeley, Dorosti earned a Bachelor of Arts and Juris Doctor from the university. |
Sep 2023
Date/Time | Event |
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September 6, 2023 7:30 am - 9:00 am |
September 6 Meeting
Meeting details coming soon! |
Oct 2023
Date/Time | Event |
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October 4, 2023 7:30 am - 9:00 am |
October 4 Meeting
Meeting details coming soon! |
Nov 2023
Date/Time | Event |
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November 1, 2023 11:00 am - 1:00 pm |
November 1 LUNCH Meeting
This will be a SPECIAL NETWORKING Meeting with education and a networking reception following the meeting! |
Dec 2023
Date/Time | Event |
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December 6, 2023 7:30 am - 9:00 am |
December 6 Meeting
Meeting details coming soon! |
The Value of FPA Membership