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
Apr 2024
Date/Time | Event |
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April 3, 2024 7:30 am - 9:15 am |
April 3 meeting
M&A Panel: Best Strategies to Buy or Sell an Advisory Business
About our speakers: 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. |
April 23, 2024 4:00 pm - 6:00 pm |
NexGen Happy Hour April 23
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! |
May 2024
Date/Time | Event |
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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 PresencePresented 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:
About the Presenter: Don’t miss this opportunity to sharpen your LinkedIn skills and stay ahead in the game! Reserve your spot now! |
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. Early Bird Registration for Non-Members is $1,399 Conference Registration includes On-Demand Sessions available June 2024. |
Jun 2024
Date/Time | Event |
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June 25, 2024 4:00 pm - 6:00 pm |
NexGen Happy Hour June 25
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! |
Jul 2024
Date/Time | Event |
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July 17, 2024 7:30 am - 9:15 am |
July 17 Event
Check back soon for more details! |
Sep 2024
Date/Time | Event |
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September 5, 2024 7:30 am - 9:15 am |
September 5 Event
Check back soon for more details! |
Oct 2024
Date/Time | Event |
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October 2, 2024 7:30 am - 9:15 am |
October 2 Event
Check back soon for more details! |
Nov 2024
Date/Time | Event |
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November 6, 2024 11:30 am - 1:15 pm |
November 6 Event
Check back soon for more details! |
Dec 2024
Date/Time | Event |
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December 4, 2024 7:30 am - 9:15 am |
December 4 Event
Check back soon for more details! |