December 6, 2023
7:30 am - 9:00 am
December 6 Meeting
Hear how FPA East Bay Past President, and J.P. King & Associates Founder, continues to build a Lasting Legacy…
How one of the East Bay’s most successful advisors continues to Make a Difference & Cement Client Relationships that last a lifetime
Featuring Speaker and Panel Moderator:
James P. King, CFP®
Jim King founded a firm with a rich heritage in September, 1981.When the firm registered as an Investment Advisor with the SEC in 1982, it was one of only a handful of such firms in the S.F. Bay Area.
Today, Jim King is officially retired but his legacy lives on through the firm that bears his name, J.P. King Advisors, Inc. and in the work he is doing with Impact Investing.
Jim will share how he continues to build his legacy an impact on clients’ lives through Impact Investing along with an incredible panel of accomplished professionals.
John Gough, CIO; ICA Fund
Oakland Based ICA Fund, provides coaching, connections, and capital to grow Bay Area businesses and close the gender and racial wealth gap.
|Noelle Sadler, CEO; Goal Five
Goal Five is a Soccer Brand for Her! We exist to celebrate, elevate & inspire female athlete’s greatness!
|Victor Diaz, Owner; Renegade Running
Renegade Running is based on the ethos of community, diversity & creativity.
The FPA East Bay Board of Directors is confident you will be inspired by J.P. King Advisors, Inc. founder Jim King.
Many of our clients embrace the idea of making investments that can have a positive effect. Over the past decade, “Impact Investing” has become both popular and more accessible. Retired financial advisor Jim King has been involved with impact investing in the East Bay and he will share his firsthand experience with FPA East Bay. Jim will moderate a panel including an investor (John Gough with ICA) and two local business owners. You’ll get to learn from their experiences together. This is an offering that will truly differentiate you from the crowd and cement client relationships.
December 13, 2023
5:00 pm - 8:00 pm
December 13 NexGen hosted Ugly Sweater Happy Hour
Get ready for a fun and festive evening with our Ugly Sweater Holiday Contest and Happy Hour! Join us on December 13th at the Veterans Memorial Center for a chance to show off your most hilariously hideous holiday sweater and enjoy some drinks and snacks with friends and colleagues.
We’ll have a panel of judges to award prizes for the ugliest sweater, most creative sweater, and funniest sweater. So dig through your closet, thrift stores, or your grandma’s attic and find that sweater that’s so bad, it’s good!
And of course, no happy hour is complete without some tasty bites and drinks. We’ll have a variety of appetizers and beverages available to get you in the holiday spirit.
So come on out and join us for a night of laughter, fun, and friendly competition. We can’t wait to see your ugly sweaters!
No cost to Members!
$29 for Guests