Events

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

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Feb 2022

Date/Time Event
02/02/2022
7:30 am - 9:00 am
February ZOOM Meeting

“Lessons from the Trenches: How to Define, Measure and Improve Client Success”

Speaker: Vincent Crivello, Client Experience Director; Buckingham Wealth Partners

In his role Vince Crivello talks to hundreds of advisors. He and his firm measure and study the characteristics that lead to successful client relationships. Attend our meeting in February and hear the three behaviors shared by successful advisory firms. Then Vince will delve into the client experience and explain methods to measure and create practices to improve results.

REGISTER HERE

02/15/2022
6:30 pm - 8:30 pm
Financial Planning Event 1

At the Alameda Free Library

02/23/2022
6:30 pm - 8:30 pm
Financial Planning Event 2

At the Dougherty Station/San Ramon Library

Mar 2022

Date/Time Event
03/02/2022
7:30 am - 9:00 am
March ZOOM Meeting

“A New Way to Calculate Retirement Health Care Costs”

Speaker: Sudipto Banerjee, Ph.D., Senior Manager in Retirement Thought Leadership Group; T. Rowe Price Associates

Being able to pay for healthcare is a major concern for our clients. Dr. Sudipto Banerjee has been conducting research on aging for many years. Since joining T. Rowe Price in 2018, he has lead their rigorous research effort and written several white papers designed to help advisors create better financial plans for their clients. In this presentation, Dr. Banerjee will share a new way of thinking about spending in retirement. He will explain how to break costs out between insurance premiums and out of pocket expenses. He will suggest how to model low-probability, but high cost events. And he will provide a framework for thinking about self-insuring, leveraging medigap insurance and long term care insurance.

BIO:
Sudipto Banerjee is a senior manager in the Retirement Thought Leadership Group at T. Rowe Price Associates. Dr. Banerjee has been with T. Rowe Price since 2018. Prior to this, he was employed by the Employee Benefit Research Institute. In 2015, Dr. Banerjee was names one of the “50 Influencers in Aging” by Next Avenue for his analysis of the economic aspects of retirement.

He earned a B.S. in economics from Presidency College in India and a M.S. in economics from the Indian Statistical Institute. Dr. Banerjee received his Ph.D. in economics from Ohio State University.

03/24/2022
4:00 pm - 6:00 pm
Financial Planning Event 3

At the Hercules Library

May 2022

Date/Time Event
05/31/2022 - 06/01/2022
All Day
2022 FPA NorCal Conference

Early Bird Registration Opens TODAY for Local Chapters ONLY
Register now for the 2022 FPA NorCal Conference and SAVE $150!

Come celebrate our 50th Annual FPA NorCal Conference
at The Palace Hotel, San Francisco on May 31 and June 1, 2022.

It’s our 50th Anniversary! The theme for our Golden Anniversary 2022 is TOGETHER.
Now is the time to embrace new ways of being with each other. We cannot afford to go back to the pre-pandemic life that created the global challenges we face today.

What if we chose to focus on our similarities and what connects us to one another? How would that transform capital for the betterment of all humanity? We’re all in this together.

Register NOW to get the discounted rate before Registration opens for all on December 13th!

Join us to celebrate this milestone year at The Palace Hotel!

Register early to get the Early Bird Discounted Rate – space is limited!