Giving Back

FPA of the East Bay elevates the profession that changes
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Giving Back

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It is time to start thinking about The Salvation Army Food and Toy Drive. As you might imagine, things will be different again this year. The Salvation Army has been working hard behind the scenes to institute safety measures to be sure donors, clients, volunteers, and employees are safe and to insure that making a donation is as easy as possible. The process will again be moved online where each donor can select a child to adopt.  As of November 1st, the online Angel Tree program has all children and seniors with their gift lists uploaded for your consideration. As is always the case, there is a huge need, at least 600 families this year, and The Salvation Army does not turn anyone away. Our chapter continues to be one of their largest supporters during the holidays. We are fortunate that our industry has not been impacted by the pandemic like many others. With the disruption to supply chains, parents know there is no guarantee their child’s first choice will be available.  Shop early to increase your chance of success. Let’s make this another terrific year of giving!

Welcome to the Financial Planning Association of the East Bay

Calendar of Events

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Jul 2022

Date/Time Event
July 21, 2022
2:00 pm - 3:30 pm
Marketing and Fintech/How to put your best foot forward, all things fintech and marketing

Our guest speaker, Michael Reynolds, CSRIC®, AIF®, CFT-I™, will be discussing all things fintech and marketing. If you can’t attend, but have some questions for the presentor. Please register for the event and fill out the survey link here: https://docs.google.com/forms/d/e/1FAIpQLScIXvwux_MZZJhUpXlDHemnkuPPbnkgdrwU1UYZKjhrayc0qA/viewform?usp=sf_link. We will record the presentation and send you the recording through email. Those who do not register will not receive the recording.

Registration for the event will be closed on July 19th. If the registration is closed, please email Danielle Miura at dm@spark-fin.com

About the Speaker:
Michael Reynolds is a parallel entrepreneur and former digital marketing agency owner. After owning a digital agency for 23 years, he founded and co-founded four new businesses (including his RIA firm Elevation Financial) from 2015 to 2019. Michael sold his marketing agency in 2018 and now focuses on new ventures and growing his advisory firm.

REGISTER HERE

Aug 2022

Date/Time Event
August 9, 2022 - September 8, 2022
7:30 am - 9:00 am
August Meeting

Meeting details will be posted soon!

Sep 2022

Date/Time Event
September 7, 2022
7:30 am - 9:00 am
September Meeting

Meeting details will be posted soon!

Oct 2022

Date/Time Event
October 5, 2022
7:30 am - 9:00 am
October Meeting

Meeting details will be posted soon!

Nov 2022

Date/Time Event
November 2, 2022
11:30 am - 1:00 pm
November LUNCH Meeting

Meeting details will be posted soon!

Dec 2022

Date/Time Event
December 7, 2022
7:30 am - 9:00 am
December Meeting

Meeting details will be posted soon!

The Value of FPA Membership

 

A Special Thanks to our Sponsors

A Special Thanks to our Sponsors

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