Giving Back

FPA of the East Bay elevates the profession that changes
lives through the power of financial planning

Giving Back

Check out our volunteer opportunities

Create Connections

Check out our Upcoming Events

Learn from the Experts

Meet our sponsors

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

<< Oct 2021 >>
MTWTFSS
27 28 29 30 1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31

Feb 2022

Date/Time Event
02/02/2022
7:30 am - 9:00 am
February ZOOM Meeting

“Lessons from the Trenches: How to Define, Measure and Improve Client Success”

Speaker: Vincent Crivello, Client Experience Director; Buckingham Wealth Partners

In his role Vince Crivello talks to hundreds of advisors. He and his firm measure and study the characteristics that lead to successful client relationships. Attend our meeting in February and hear the three behaviors shared by successful advisory firms. Then Vince will delve into the client experience and explain methods to measure and create practices to improve results.

REGISTER HERE

02/15/2022
6:30 pm - 8:30 pm
Financial Planning Event 1

At the Alameda Free Library

02/23/2022
6:30 pm - 8:30 pm
Financial Planning Event 2

At the Dougherty Station/San Ramon Library

Mar 2022

Date/Time Event
03/02/2022
7:30 am - 9:00 am
March ZOOM Meeting

“A New Way to Calculate Retirement Health Care Costs”

Speaker: Sudipto Banerjee, Ph.D., Senior Manager in Retirement Thought Leadership Group; T. Rowe Price Associates

Being able to pay for healthcare is a major concern for our clients. Dr. Sudipto Banerjee has been conducting research on aging for many years. Since joining T. Rowe Price in 2018, he has lead their rigorous research effort and written several white papers designed to help advisors create better financial plans for their clients. In this presentation, Dr. Banerjee will share a new way of thinking about spending in retirement. He will explain how to break costs out between insurance premiums and out of pocket expenses. He will suggest how to model low-probability, but high cost events. And he will provide a framework for thinking about self-insuring, leveraging medigap insurance and long term care insurance.

BIO:
Sudipto Banerjee is a senior manager in the Retirement Thought Leadership Group at T. Rowe Price Associates. Dr. Banerjee has been with T. Rowe Price since 2018. Prior to this, he was employed by the Employee Benefit Research Institute. In 2015, Dr. Banerjee was names one of the “50 Influencers in Aging” by Next Avenue for his analysis of the economic aspects of retirement.

He earned a B.S. in economics from Presidency College in India and a M.S. in economics from the Indian Statistical Institute. Dr. Banerjee received his Ph.D. in economics from Ohio State University.

03/24/2022
4:00 pm - 6:00 pm
Financial Planning Event 3

At the Hercules Library

May 2022

Date/Time Event
05/31/2022 - 06/01/2022
All Day
2022 FPA NorCal Conference

Early Bird Registration Opens TODAY for Local Chapters ONLY
Register now for the 2022 FPA NorCal Conference and SAVE $150!

Come celebrate our 50th Annual FPA NorCal Conference
at The Palace Hotel, San Francisco on May 31 and June 1, 2022.

It’s our 50th Anniversary! The theme for our Golden Anniversary 2022 is TOGETHER.
Now is the time to embrace new ways of being with each other. We cannot afford to go back to the pre-pandemic life that created the global challenges we face today.

What if we chose to focus on our similarities and what connects us to one another? How would that transform capital for the betterment of all humanity? We’re all in this together.

Register NOW to get the discounted rate before Registration opens for all on December 13th!

Join us to celebrate this milestone year at The Palace Hotel!

Register early to get the Early Bird Discounted Rate – space is limited!

The Value of FPA Membership

 

A Special Thanks to our Sponsors

A Special Thanks to our Sponsors

Gold Sponsors

Silver Sponsors