Robert Paylor and BOD2024 Scholarship winners
(925) 778-1165 eastbayfpa@gmail.com

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Welcome to the Financial Planning Association of the East Bay

Calendar of Events
You can find an event’s presentation slides in its event page. (Subject to speaker approval)

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11 Jan
January 11, 2023    
7:30 am - 9:00 am
"Successful Financial Planning Strategies for 2023" Panelists: Lee Ann Coburn Barry Mendelson Kristin NIcholson Marilyn Suey Join us in January as we have a panel [...]
12 Jan
January 12, 2023    
2:00 pm - 3:30 pm
"Is Divorce Financial Planning a Good Niche?" Presented by: Jennifer Napper, Vice President of Investments; Raymond James & Associates     Divorce Financial Planning Basics [...]
01 Feb
February 1, 2023    
7:30 am - 9:00 am
"2023 Economic and Stock Market Outlook " Presented by John Tousley; Goldman Sachs Economic conditions shifted dramatically in 2022 and both stocks and bonds suffered [...]
Events on January 11, 2023
11 Jan
11 Jan 23
Events on January 12, 2023
Events on February 1, 2023
01 Feb

Apr 2024

Date/Time Event
April 3, 2024
7:30 am - 9:15 am
April 3 meeting

M&A Panel: Best Strategies to Buy or Sell an Advisory Business


Back by popular demand, our expert panel of advisors will focus on what you can do to maximize the value of your firm whether through organic growth or M&A. The financial advisory M&A space continues to be dynamic. In order to succeed as an attractive buyer, merger candidate or a highly valued seller, takes advance preparation and planning. Examine and explore the enhancement opportunities for prospective Buyers, Merger Candidates and Sellers to implement to maximize success in a saturated market. Our speakers will share their expertise learned through their personal experiences with acquisitions.

About our speakers:
Sarah Kim is the Founder of Girls Just Gotta Have Funds, a women focused financial planning firm. She has been a Certified Financial Planner™ for the past 18 years and specializes in working with highly compensated executive women and their families. Her goal is to teach women how they can use their money as a tool to enhance their peace of mind as well as their investment returns. Sarah is a graduate of the Kelley School of Business at Indiana University and is an active member of ProVisors and the Womens Presidents’ Organization. As a sustaining member of the Junior League of Oakland-East Bay, she participates in philanthropic work regularly. She has served on the Board of Directors for the Financial Women of San Francisco and the East Bay Women’s Network..

Arthur Ambarik is Chief Executive Officer at Perigon Wealth Management, a Financial Times Top 300 National RIA with over $7 billion in assets under management. Arthur is also a Financial Advisor and CFP® professional, and has been named a Best in State Wealth Advisor for California by Forbes. Arthur brings more than 20 years of experience to his role with Perigon including advisory and operational positions he held previously with Ameriprise and LPL. Arthur graduated from Williams College in 2001 with a B.A. in Economics.

Susan Danzig is a business development coach and the CEO and President of Susan Danzig, LLC. She helps her clients understand, appreciate and clarify their value, define their specialization and create effective marketing strategies. Susan’s specialty is brand refinement, messaging and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder, a Certified Business Development Coach and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community, Susan is a former Board Member to the Financial Planning Association.

Elliot H Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. His Meet the Expert with Elliot Kallen podcast is now one of the top 2% of all financial podcasts globally. Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey. As President of Prosperity Financial Group, a top-tier Financial Advisory Firm, and Partner in Prosperity Wealth Management, a national RIA Financial Advisory Firm, he has led his organizations to be in the top percentile of all financial firms as well as staying true to his core value of always giving back through charity. Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide.

REGISTER HERE

April 23, 2024
4:00 pm - 6:00 pm
NexGen Happy Hour April 23

Headlands Brewing storefront image

FPA East Bay Membership Happy Hour hosted by NexGen at Headlands Brewery.

Not a NexGen? No Problem! No matter what stage you are at in your career, come network and connect with fellow financial planners who share your passion and vision.

Whether you’re looking for advice, inspiration, or collaboration, you’ll find it here. Plus, you’ll get two free drinks when you sign up. Cheers to that!

REGISTER HERE

May 2024

Date/Time Event
May 8, 2024
7:30 am - 9:15 am
May 8 Event

Check back soon for more details!

May 16, 2024
2:00 pm - 3:30 pm
NexGen Zoom May 16

Power Up Your LinkedIn Presence

Presented by: Brian Waeyaert from Calamos Investments

This comprehensive LinkedIn presentation by Brian Waeyaert from Calamos Investments covers profile optimization, content posting strategies, maximizing the LinkedIn Search function, and making connections. Gain valuable insights and practical tips to excel in today’s competitive business landscape.

Program Highlights:

  • Profile Optimization: Stand out in a sea of sameness with guidance from Brian on crafting an impactful profile.
  • Content Posting Strategies: Learn how to consistently share relevant content to amplify your message and sustain your LinkedIn presence.
  • LinkedIn Search Mastery: Unlock the power of LinkedIn’s search function to connect with the right people effectively.
  • Meaningful Connections: Discover how effective engagement on LinkedIn can spark opportunities and enhance your business.

About the Presenter:
Over the last 14 years, Brian Waeyaert has trained thousands of investment professionals on leveraging LinkedIn as a vital business-building tool. With his passion for the platform and extensive experience, Brian ensures participants fully capitalize on its evolving features.

Don’t miss this opportunity to sharpen your LinkedIn skills and stay ahead in the game! Reserve your spot now!

REGISTER HERE

May 28, 2024 - May 29, 2024
All Day
FPA NorCal 2024

Embrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference.

Embrace Change by learning from our breakout speakers and keynotes about what is impacting you today and what change is coming over the horizon. One of the best parts of being in-person at The Palace Hotel is the ability to ask our speakers questions during and after their presentations as well as engaging in conversations during the networking breaks. Although Zoom is helpful for some meetings, there is no substitute for being in-person.

Early Bird Registration for FPA Members is $979.
Save $220 with the Early Bird discount!

Early Bird Registration for Non-Members is $1,399
Save $200 with the Early Bird discount!

Conference Registration includes On-Demand Sessions available June 2024.
Get more CFP® CE credit with the On-Demand Sessions.

FPA NorCal 2024 Registration

Jun 2024

Date/Time Event
June 25, 2024
4:00 pm - 6:00 pm
NexGen Happy Hour June 25

Headlands Brewing storefront image

FPA East Bay Membership Happy Hour hosted by NexGen at Headlands Brewery.

Not a NexGen? No Problem! No matter what stage you are at in your career, come network and connect with fellow financial planners who share your passion and vision.

Whether you’re looking for advice, inspiration, or collaboration, you’ll find it here. Plus, you’ll get two free drinks when you sign up. Cheers to that!

REGISTER HERE

Jul 2024

Date/Time Event
July 17, 2024
7:30 am - 9:15 am
July 17 Event

Check back soon for more details!

Sep 2024

Date/Time Event
September 5, 2024
7:30 am - 9:15 am
September 5 Event

Check back soon for more details!

Oct 2024

Date/Time Event
October 2, 2024
7:30 am - 9:15 am
October 2 Event

Check back soon for more details!

Nov 2024

Date/Time Event
November 6, 2024
11:30 am - 1:15 pm
November 6 Event

Check back soon for more details!

Dec 2024

Date/Time Event
December 4, 2024
7:30 am - 9:15 am
December 4 Event

Check back soon for more details!

The Value of FPA Membership

 

A Special Thanks to our Sponsors

A Special Thanks to our Sponsors

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