Robert Paylor and BOD
(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)

Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
S
M
T
W
T
F
S
26
27
28
29
30
31
1
2
3
4
4:00 PM - April 4 Meeting
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
27
28
29
30
1
2
3
4
5
6
04 Apr
April 4, 2023    
4:00 pm - 6:30 pm
The Arrival of Conscious Capitalism – a Critical Overview of Effective ESG Investing     Jamie Stone, VP, Director of ESG Research Baron Funds   [...]
26 Apr
April 26, 2023    
5:00 pm - 8:00 pm
Practical & Tactical Branding for Finance Professionals         Presented by: Warner Johnston A good brand is essential to your professional and commercial [...]
Events on April 4, 2023
04 Apr
4 Apr 23
Events on April 26, 2023

Feb 2024

Date/Time Event
February 27, 2024
4:00 pm - 6:00 pm
NexGen Happy Hour February 27

Chicken Pie Shop image

You’re invited to a happy hour with FPA East Bay NexGen at the Chicken Pie Shop in Walnut Creek!

Don’t miss this opportunity to connect and chat 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

Mar 2024

Date/Time Event
March 6, 2024
3:30 pm - 5:15 pm
March 6 event

Al & ChatGPT: Real Life Uses for Financial Advisors


Presented by: Craig Kirkpatrick; Financial Veteran and Founder of Third-Act Consulting

Would you consider using artificial intelligence in your office if you could save five hours per week? Do you think that AI is just hype and being used for trivial tasks today?

If so, then you should attend our March chapter meeting when we welcome Craig Kirkpatrick to talk about Real Life Use Cases of AI for Financial Advisors.

As a former mutual fund executive and advocate for the profession, Craig is engaged with hundreds of financial advisors who would like to learn, save time, and improve client connection. Craig founded Act-Three Consulting to teach and advise planners on using AI in their firms to save significant time while increasing the high touch aspects of their business. Craig promises that you will leave with new tools to immediately employ in your practice.

About our Speaker:
As a former mutual fund executive and advocate for the profession, Craig is engaged with hundreds of financial advisors who would like to learn, save time, and improve client connection. Craig founded Act-Three Consulting to teach and advise planners on using AI in their firms to save significant time while increasing the high touch aspects of their business. Craig’s presentation will include live demonstrations on how advisors are using AI to save time. He promises that you will leave with new tools to immediately employ in your practice.

REGISTER HERE

March 11, 2024
5:30 pm - 8:00 pm
Berkeley Extension Personal Financial Planning Career Night

Berkeley Extension Personal Financial Planning Career Night

Don’t miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students, alumni and members of the Bay Area professional financial planning community.

Panelists will discuss their career paths, industry trends and their choices to build successful careers.

MORE INFO HERE

March 12, 2024
7:00 am - 3:00 pm
FPA CA Sacramento Advocacy Day

Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.
While the Legislators’ intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.
The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.
We are going to Sacramento on March 12, 2024. This is our 12th annual visit to “the Hill”. I urge you to join your fellow FPA members from around the state to meet with your elected representatives.

FPA of California events will comply with the current Local, State and Federal requirements.

Why is your participation important?  Without you (a constituent who lives in the district) we are unable to meet with your Senator or Assembly member. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients. These conversations will help determine the future of our profession. These meetings help us build strong relationships with elected officials and their staff. Please mark your calendar now to participate in a fun and exciting day in support of our profession.

To register for the March 12, 2024, Advocacy Day, please complete the registration form REGISTER HERE
Note: You will need to supply the names and contact information for your Senator and Assemblymember by February 23rd. To find out who they are, HERE is a link to find your California elected official based on your district of residence (once on their website, click on the Contact Us tab)

March 11, 2024: You are invited to join us in Sacramento on Monday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites.
To register to attend the March 11, 2024, Dinner at the Rio City Cafe, please click HERE.

There is also have a block of rooms at a discounted rate at the Embassy Suites – available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting.  To book your hotel, please use one of the methods below.
Please note that in order to get the reduced rate you will need to make your reservations by February 23rd as the hotel sells out every year. Please be sure to edit your hotel dates to indicate your stay from 3/11 to 3/12.

Please keep in mind that all reservations must be in by: February 23, 2024.

March 12, 2024: We meet in the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol for visits with our State Senators and/or Assembly Members.

Are you new to Advocacy?  Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach. You will have a team to support you.

We offer FINANCIAL SUPPORT. The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy.

Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!

REGISTER HERE

Apr 2024

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

Check back soon for more details!

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

Headlands Brewing storefront image

You’re invited to a happy hour with FPA East Bay NexGen at Headlands Brewing in Lafayette!

Don’t miss this opportunity to connect and chat 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 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

You’re invited to a happy hour with FPA East Bay NexGen at Headlands Brewing in Lafayette!

Don’t miss this opportunity to connect and chat 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

Aug 2024

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