Events - FPA of the East Bay

Chapter Meetings

Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.

Upcoming Events

CONTENTS

Feb 2023

Date/Time	Event
February 1, 2023 7:30 am - 9:00 am	February 1 Meeting “2023 Economic and Stock Market Outlook “ Presented by John Tousley; Goldman Sachs Economic conditions shifted dramatically in 2022 and both stocks and bonds suffered together. The Federal Reserve is telegraphing signifcant tightening in 2023 and recessionary expectations are at historic levels. Join us in February as John Tousley will review the economic conditions we’ll be facing in 2023 and beyond. He will look at the major economic factors, discuss asset allocation outlooks and talk about risks on the horizon. He will give us lots of great information to share with our clients this year. About the Speaker John Tousley, CFA, is a senior strategist within GSAM’s Strategic Advisory Solutions where he heads the Global Market Strategy team focusing on global capital market insight, macro strategy, and implementation. John has been with the firm 21 years. John was named managing director in 2011. He has 30 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder. After raising their 3 children in New York, John and his wife Christy returned to Salt Lake City six years ago, where they enjoy all things outdoor. REGISTER HERE Please download the Meeting slides below MEETING SLIDES
February 9, 2023 2:00 pm - 3:30 pm	FPA NexGen February 2023 Zoom Event “Integrating Tax and Financial Planning: Help your clients prepare for the up coming tax season” Meredith Johnson, CPA, CFP® , BPM In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months. About the Speaker: Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith Johnson holds an active CPA license in California. REGISTER HERE

Date/Time

Event

February 1, 2023
7:30 am - 9:00 am

February 1 Meeting

“2023 Economic and Stock Market Outlook “

Presented by
John Tousley; Goldman Sachs

Economic conditions shifted dramatically in 2022 and both stocks and bonds suffered together. The Federal Reserve is telegraphing signifcant tightening in 2023 and recessionary expectations are at historic levels. Join us in February as John Tousley will review the economic conditions we’ll be facing in 2023 and beyond. He will look at the major economic factors, discuss asset allocation outlooks and talk about risks on the horizon. He will give us lots of great information to share with our clients this year.

About the Speaker
John Tousley, CFA, is a senior strategist within GSAM’s Strategic Advisory Solutions where he heads the Global Market Strategy team focusing on global capital market insight, macro strategy, and implementation. John has been with the firm 21 years. John was named managing director in 2011. He has 30 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder.

After raising their 3 children in New York, John and his wife Christy returned to Salt Lake City six years ago, where they enjoy all things outdoor.

Please download the Meeting slides below
MEETING SLIDES

February 9, 2023
2:00 pm - 3:30 pm

FPA NexGen February 2023 Zoom Event

“Integrating Tax and Financial Planning: Help your clients prepare for the up coming tax season”

Meredith Johnson, CPA, CFP® , BPM

In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months.

About the Speaker:
Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data.

Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith Johnson holds an active CPA license in California.

REGISTER HERE

Mar 2023

Date/Time	Event
March 1, 2023 7:30 am - 9:00 am	March 1 Meeting Meeting details coming soon!
March 7, 2023 7:00 am - 4:00 pm	FPA CA Advocacy Day Hello FPA Members! 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 7, 2023. This is our 11th 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 Assemblymember. 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 7, 2023 Advocacy Day, please complete the online form. HERE Note: You will need to supply the names and contact information for your Senator and Assemblymember by February 21st. 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 6, 2023: 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 6, 2023 Dinner at the Rio City Cafe, please click HERE Also, we 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 13th as the hotel sells out every year. Please be sure edit your hotel dates to indicate you stay from 3/6-3/7. 1. Online Reservations: https://www.hilton.com/en/book/reservation/deeplink/?ctyhocn=SACESES&groupCode=CESFPA&arrivaldate=2023-03-05&departuredate=2023-03-07&cid=OM,WW,HILTONLINK,EN,DirectLink&fromId=HILTONLINKDIRECT 2. Visit www.sacramento.embassysuites.com and make a reservation using the group/convention code: FPA. 3. Call (916) 326-5000 and let the Front Desk Agent know you would like to make a reservation under the Financial Planning Association FPA of CA discounted rate. Please keep in mind that all reservations must be in by: February 13, 2023. March 7, 2023: 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! Sincerely, Tom Thomas Bennett 2023 President, FPA of California Email: president@fpaca.org Website: www.fpaca.org
March 24, 2023 12:00 pm - 1:00 pm	Exclusive FPA Multi-Chapter Webinar REGISTER HERE

Date/Time

Event

March 1, 2023
7:30 am - 9:00 am

March 1 Meeting

Meeting details coming soon!

March 7, 2023
7:00 am - 4:00 pm

FPA CA Advocacy Day

Hello FPA Members!

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 7, 2023. This is our 11th 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 Assemblymember. 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 7, 2023 Advocacy Day, please complete the online form. HERE

Note: You will need to supply the names and contact information for your Senator and Assemblymember by February 21st. 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 6, 2023: 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 6, 2023 Dinner at the Rio City Cafe, please click HERE

Also, we 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 13th as the hotel sells out every year. Please be sure edit your hotel dates to indicate you stay from 3/6-3/7.

1. Online Reservations:

https://www.hilton.com/en/book/reservation/deeplink/?ctyhocn=SACESES&groupCode=CESFPA&arrivaldate=2023-03-05&departuredate=2023-03-07&cid=OM,WW,HILTONLINK,EN,DirectLink&fromId=HILTONLINKDIRECT

2. Visit www.sacramento.embassysuites.com and make a reservation using the group/convention code: FPA.

3. Call (916) 326-5000 and let the Front Desk Agent know you would like to make a reservation under the Financial Planning Association FPA of CA discounted rate.

Please keep in mind that all reservations must be in by: February 13, 2023.

March 7, 2023: 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!

Sincerely,

Tom

Thomas Bennett

2023 President, FPA of California

Email: president@fpaca.org

Website: www.fpaca.org

March 24, 2023
12:00 pm - 1:00 pm

Exclusive FPA Multi-Chapter Webinar

Apr 2023

Date/Time	Event
April 5, 2023 7:30 am - 9:00 am	April 5 Meeting Meeting details coming soon!

May 2023

Date/Time	Event
May 10, 2023 7:30 am - 9:00 am	May 10 Meeting Meeting details coming soon!
May 30, 2023 - May 31, 2023 7:30 am - 5:00 pm	FPA NorCal 2023 Since 1972, the FPA NorCal Conference has held an annual conference in San Francisco for the purposes of furthering education and community networking. The FPA NorCal Conference is organized by a committee of respected financial planning professionals representing the San Francisco Bay Area FPA Chapters – San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento). This conference is planned for financial planners by financial planners. The FPA NorCal Conference is the most established, advanced-level conference that provides the opportunity to interact with all parts of our community and profession. We offer an invaluable educational and networking event year after year. MORE INFO HERE

Date/Time

Event

May 10, 2023
7:30 am - 9:00 am

May 10 Meeting

Meeting details coming soon!

May 30, 2023 - May 31, 2023
7:30 am - 5:00 pm

FPA NorCal 2023

Since 1972, the FPA NorCal Conference has held an annual conference in San Francisco for the purposes of furthering education and community networking. The FPA NorCal Conference is organized by a committee of respected financial planning professionals representing the San Francisco Bay Area FPA Chapters – San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento).

This conference is planned for financial planners by financial planners.

The FPA NorCal Conference is the most established, advanced-level conference that provides the opportunity to interact with all parts of our community and profession. We offer an invaluable educational and networking event year after year.

MORE INFO HERE

Aug 2023

Date/Time	Event
August 2, 2023 7:30 am - 9:00 am	August 2 Meeting Meeting details coming soon!

Sep 2023

Date/Time	Event
September 6, 2023 7:30 am - 9:00 am	September 6 Meeting Meeting details coming soon!