Skip to content
  • (925) 778-1165
  • [email protected]
Facebook Youtube Instagram Linkedin
Financial Planning Association of the East Bay
  • About
    • Job Board
  • Find Your CFP
  • Events
  • Articles & News
  • 2025 Sponsors
    • Become a Sponsor
    • Sponsor Library
  • Contact
  • About
    • Job Board
  • Find Your CFP
  • Events
  • Articles & News
  • 2025 Sponsors
    • Become a Sponsor
    • Sponsor Library
  • Contact
Join Now
3 events found.

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
  • Day
Today
  • December 2025
  • Tue 9
    Stephen de Man, Vice President, Global Client Group, Dimensional Fund Advisors
    December 9 @ 3:30 pm - 5:15 pm

    Building Blocks of Growth

    Orinda Country Club Orinda Country Club, Orinda, CA, United States

    Presented by Stephen de Man, Vice President, Global Client Group, Dimensional Fund Advisors ๐Ÿ“… Date: Tuesday, December 9, 2025๐Ÿ•ž Time: 3:30 PM โ€“ 5:15 PM๐Ÿ“ Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 ๐Ÿ‘‰ REGISTER NOW Program Overview How do top-performing firms create lasting, scalable growth? It starts with clarity and a focused […]

  • January 2026
  • Wed 14
    Seeking Catalysts Amid Complexity
    January 14, 2026 @ 11:30 am - 1:15 pm

    Goldman Sachs Investment Outlook 2026: Seeking Catalysts Amid Complexity

    Orinda Country Club Orinda Country Club, Orinda, CA, United States

    Goldman Sachs Investment Outlook 2026: Seeking Catalysts Amid ComplexityPresented by Jennifer Guenther, CFAVice President and Senior Market Strategist, Goldman Sachs Asset Management ๐Ÿ“… Date: Wednesday, January 14, 2026๐Ÿ•ฐ๏ธ Time: 11:30 AM to 1:15 PM๐Ÿ“ Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 ๐Ÿ‘‰ REGISTER NOW Why This Event Matters The investment landscape heading […]

  • February 2026
  • Wed 11
    The Future of Portfolio Construction: Implementing Direct Indexing Solutions
    February 11, 2026 @ 3:30 pm - 5:30 pm

    The Future of Portfolio Construction: Implementing Direct Indexing Solutions

    Orinda Country Club Orinda Country Club, Orinda, CA, United States

    Presented by Laura Foster, CFAManaging Director, Private Wealth Solutions, Canvas Custom Indexing ๐Ÿ“… Date: Wednesday, February 11, 2026๐Ÿ•ฐ๏ธ Time: 3:30 PM to 5:15 PM๐Ÿ“ Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563 ๐Ÿ‘‰ REGISTER NOW Why This Event Matters Direct indexing has moved from a niche offering to a powerful tool for advisors […]

  • Previous Events
  • Today
  • Next Events
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file
Financial Planning Association of the East Bay
Financial Planning Associationยฎ of the East Bay is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNERโ„ข professionals and those engaged in the financial planning process. Our region includes Contra Costa and Alameda Counties in the San Francisco Bay Area.
Contact Information
  • (925) 778-1165
  • [email protected]
Our Region
FPA East Bay Location
Take the Next Step
  • Join Our Next Meeting
  • Contact Us With Questions
  • Apply for Membership
  • National FPA Website
Subscribe To Our Newsletter For Events, Tips and News!
Facebook-f Instagram Youtube Linkedin
  • Terms & Conditions
  • Accessibility Statement
  • Privacy Policy

ยฉ Copyright 2025 FPA East Bay. All Rights Reserved.

The FPA of the East Bay website is for professional use and informational purposes only. Do not rely on it for investment advice. Opinions expressed are solely those of the members and speakers and do not represent the views of the FPA or FPA East Bay.