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 […]
Calling all FPA of the East Bay family and friends! Join us and the FPA SF NexGen community at Oracle Park on September 4th as the Giants take on the Arizona Diamondbacks at 6:45PM. Book your ticket before August 5th! REGISTER HERE
Presented by Beth Gebhardt Medicare Advisor Gebhardt Group People often feel overwhelmed as they start to try and understand the ins and outs of Medicare, Medicare Advantage plans, Medicare supplements and prescription drug plans. Beth Gebhardt started her career selling one of California’s first Medicare Advantage plans prior to becoming a financial advisor. Today, she […]
NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We have reserved space at the Presidio Tunnel Tops where we will be playing lawn games and networking with fellow NexGen FPA members. The NexGen Community, whether you are just starting […]
At FPA Annual Conference 2024, connection, learning, and community take center stage. It’s where you’ll rub shoulders with the brightest minds, exchange ideas, and discover the latest strategies that will supercharge your success. It's an experience like no other, and it's tailor-made for YOU. The conference brings together financial planners, thought leaders, service providers, and […]
Presented by Eli Horton ETF Senior Portfolio Manage Increasing pressure from public demand and government policy has ignited a global transition that requires unprecedented investment in the energy and power transformation. Many strategies are focused on early-stage green technology companies. This misses the greater opportunity. “Brown-to-green” companies are at the core of the transition and […]
