FPA East Bay Past Events
| Date/Time | Event |
|---|---|
| November 2, 2023 11:00 am - 1:00 pm |
November 2 LUNCH Meeting
Upping Your Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement
Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship. About the Speaker: Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions. She has also contributed chapters to the CFP Board’s textbook, Client Psychology. Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe. |
| October 12, 2023 2:00 pm - 3:30 pm |
October 12 NexGen Hosted Zoom Meeting
October 12 NexGen Hosted ZoomEach year, Medicare Advantage and Part D drug plans can change significantly for the coming year. In fact, while the plans will keep the same names year to year, EVERYTHING ELSE about that coverage could change including monthly premiums, the medications they cover (or do not cover), pharmacy networks, doctor networks, out-of-pocket costs, deductibles and more. Yes. You could have entirely different coverage next year from a plan with the same name. As a result, it’s critical that all senior-aged clients review their plan options during Medicare’s Open Enrollment period (October 15 and December 7). Yet only 20%-30% of seniors review their Medicare coverage. Plus, with additional changes coming to Medicare from the Inflation Reduction Act, it’s critical to get a preview of how Medicare will change for your clients. In this session, Melinda will teach you how to save your clients serious money on Medicare during Open Enrollment — without having to become a Medicare expert or sell insurance. Melinda is a passionate and entertaining Medicare expert. For more than 15 years, Melinda has worked in the Medicare landscape – helping to provide seniors, as well as their families and trusted advisors, with the unbiased guidance they need to avoid costly, permanent mistakes. She’s been a featured presenter for many financial advisory firms, including AG, Allstate, Edward Jones, Financial Experts Network, LPL, Raymond James, and more. Her Medicare insights have been featured in publications like Wall Street Journal, Consumer Reports, Morningstar. She’s consulted with prominent corporations like PBS and MacMillan Publishing. Today, through her companies, 65 Incorporated and i65, Melinda uses her extensive experience to provide seniors with unbiased, individualized Medicare enrollment guidance through fee-for-service consultations and online software. Melinda does not, nor do her companies, sell Medicare insurance. No cost for Members! |
| October 4, 2023 7:30 am - 9:00 am |
October 4 Meeting
Larry’s Greatest Hits: Year End Tax Tips and More
Larry Pon is one of the most knowledgeable AND interesting financial speakers in California. Larry will distill all of the most interesting tax and financial topics into a “greatest hits” presentation for us to use with our clients as we head into year-end. He will review opportunities from the SECURE Act 2.0. He will remind planners what opportunities to spot on our clients tax returns. He’ll review the provisions that will sunset in 2025. And he will invite the audience to “ask me anything!” About the Speaker: |
| September 14, 2023 5:00 pm - 7:00 pm |
September 14 NexGen Hosted Panel Event
Financial Planning Throughout the GenerationsJoin us at Shadowbrook Winery for an engaging evening of insightful discussions and networking at our Financial Industry Panel and Happy Hour event. We have gathered a distinguished panel of four accomplished professionals who will share their valuable experiences and perspectives from the financial industry. Whether you are a finance enthusiast, a student, or a seasoned professional, this event offers a unique opportunity to gain valuable insights and expand your network. Our esteemed panelists come from diverse backgrounds within the financial industry, bringing a wealth of knowledge and expertise to the discussion. They will delve into various aspects of the industry, sharing their personal journeys, challenges faced, lessons learned, and their vision for the future. Welcome and Networking $29 Non-FPA members |
| September 6, 2023 7:30 am - 9:00 am |
September 6 Meeting
Advising Clients with Equity Compensation
You already know how options work and how they’re taxed – now how do you put this knowledge into practice? More importantly, how do you help clients overcome their emotional attachment to company stock and actually follow your advice? This session will cover all this and more, including advanced topics such as Qualified Small Business Stock, surprise state income tax traps, etc. About the Speaker: Michael left the firm in 2013 when he co-founded Yoder Wealth Management with Anat. He frequently writes about various retirement-focused financial issues, and he serves as a select group of volunteers in creating material for the CFP exam. Michael has a BA in applied mathematics and music from UC Berkeley. He is a Certified Financial Planner and a Chartered Retirement Plans Specialist. |
| August 17, 2023 7:00 pm - 9:30 pm |
August 17 NexGen Hosted Paint Nite
NexGen Hosted Paint Nite!Join us for a vibrant and creative evening at Firehouse Brew & Grill for Paint Nite! Unleash your inner artist and let your imagination soar as we guide you through a memorable painting experience. At Paint Nite, we provide all the necessary materials, including canvas, brushes, paints, and aprons, so you can dive right into the artistic process without any worries. Whether you’re a seasoned painter or a complete beginner, our professional artists will be there every step of the way, offering guidance, tips, and encouragement to help you create a masterpiece. Drinks and food will be available to purchase at the venue. |
| August 10, 2023 - August 13, 2023 All Day |
33rd FPA Far West Roundup Conference
33rd Annual FPA Far West Roundup ConferenceThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees. |
| August 2, 2023 7:30 am - 9:00 am |
August 2 Meeting
Estate Planning Strategies: What Clients Should be Thinking & Talking About Today
Financial advisors occupy a trusted position in conversations with their clients about their legacies. Are you having legacy conversations with your clients today? Are you up to speed on the best estate planning strategies for multi-generational wealth transfers? Are you starting to plan for the sunsetting of the current rules in less than three years? Join us for an interactive session with estate, tax and succession expert Sara Dorosti. She will share her top things that multi-generational families can be doing today. She will offer suggestions for holding meaningful legacy conversations with clients. She will also share her thoughts on how families with $13-26mm in wealth can be thinking about changes down the road. And she’ll be able to answer your other estate planning questions. Speaker Bio: Dorosti is admitted to the California State Bar Association. She is a candidate for the Certified Trust and Fiduciary AdvisorSM (CTFA) credential issued by the American Bankers Association®. Before joining Comerica, Dorosti was Vice President at U.S. Bank. Previously, she was an Associate with Pillsbury Winthrop Shaw Pittman, LLP. A graduate of the University of California, Berkeley, Dorosti earned a Bachelor of Arts and Juris Doctor from the university. |
| July 27, 2023 2:00 pm - 3:30 pm |
July 27 NexGen Hosted Zoom Meeting
…But I don’t WANT to be a Financial Therapist!Financial therapy is an emerging field that focuses on the intersection between our mind and our money. Professionals are facing the fact that while the technical aspect of financial planning is crucial, it is often insufficient to address the needs of our clients. Can the professional offer services that attend to the emotional impacts of financial wellness without being a therapist? ABSOLUTELY! In this session, a trailblazer in the Financial Therapy movement talks about the different approaches that can support client behavior change AND allow the professionals to stay in their own lane. No cost for Members! |
| July 26, 2023 6:45 pm - 11:00 pm |
FPASF NexGen Hosted Giants Game Hangout
Calling all FPA of San Francisco family and friends! Join us at Oracle Park on July 26th as the Giants take on the Oakland Athletics at 6:45PM! Book your ticket BEFORE July 12th here: |
| June 28, 2023 5:00 pm - 7:00 pm |
NexGen Hosted Social at Headlands Brewery
Headlands will be hosting trivia from 6:30 to 8:30 so stick around and enjoy the fun! Headlands Brewery |
| June 15, 2023 2:00 pm - 3:30 pm |
FPA East Bay June NexGen Hosted Event
Mastering the Human Element of Client Engagement in the Age of AI
Why is this topic so important? During this event, attendees will learn about how they can build stronger, more meaningful relationships with clients. From leveraging empathy and active listening to developing personalized solutions, this event will provide attendees with the tools they need to stay relevant and effective in the face of technological disruption. Learn more about the speaker |
| May 31, 2023 5:30 pm - 7:00 pm |
FPA NorCal Conference - NexGen Reception
FPA NorCal Conference – NexGen ReceptionWe are just a few weeks away from the 51st annual FPA NorCal Conference held at the beautiful Palace Hotel in San Francisco on May 30th – 31st.
You are invited to a NexGen Reception hosted by FPA NorCal Conference, directly following the Closing Keynote.
Wednesday, May 31st from 5:30 to 7:00pm at the Palace Hotel in the French Parlor, 2nd Floor.
Drinks and hors d’ oeuvres will be served and we welcome any and all NexGen members to join us for one of the best networking events of the year! NexGen members that are not registered for the conference are still encouraged to attend the reception.
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| May 30, 2023 - May 31, 2023 7:30 am - 5:00 pm |
FPA NorCal 2023
Since 1972, the FPA NorCal Conference has held an annual conference in San Francisco for the purposes of furthering education and community networking. The FPA NorCal Conference is organized by a committee of respected financial planning professionals representing the San Francisco Bay Area FPA Chapters – San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento). This conference is planned for financial planners by financial planners.The FPA NorCal Conference is the most established, advanced-level conference that provides the opportunity to interact with all parts of our community and profession. We offer an invaluable educational and networking event year after year. |
| May 10, 2023 7:30 am - 9:00 am |
May 10 Meeting
Risk and Rewards of Investing in Emerging Markets
Presented by: Alex Zarechnak, Emerging Markets Portfolio Manager About the Speaker: Alex Zarechnak is a Portfolio manager at Mathews Asia and co-manages the firm’s Emerging Markets Equity and Emerging Markets ex China Strategies. Prior to joining the firm in 2020, he spent a total of 15 years at Wellington Management as an analyst for the firm’s flagship Emerging Markets Equity fund as a generalist first covering CEEMEA, then Latin America. From 2006-2012, he was a regional equity analyst at Capital Group, covering Emerging Markets with a focus on energy, telecoms and consumer sectors in Latin America and CEEMEA. Alex began his Emerging Markets career as a Russia equity analyst with Templeton Emerging Markets, based in Moscow. He earned a B.A. in Economics and Government from College and William and Mary. Alex is fluent in Russian. |
November 6, 2019 – 11:15am-2:00pm—RHCC *LUNCH*
“Underserved, High Value Markets: Women and Next Gen”
Presented by: Jackie Wilke, Advisory Practices Consultant at First Trust
Sponsored by: Signet Mortgage – – Clay Selland
The growing influence of female and next generation investors continues to disrupt the financial services industry in the form of asset attrition risk. Future-focused advisors and teams are building practices aimed at acquiring new clients within these segments, while solidifying multi-generational relationships with their current clients’ spouses and families. This presentation gives you their processes and strategies to solidify your value and build your client base for generations to come.
Click Here for the presentation slides provided by Jackie Wilke of First Trust
October 16-18 2019
FPA Annual Conference in Minneapolis, MN
Save $200 if you sign up by July 26
Click here to Register!
October 14, 2019 – 10:30am to 6:30pm
9th Annual Golf Tournament
at the Contra Costa Country Club
Register Now!!! Space is Limited!!!
Sponsorships available as well!!!
October 2, 2019- 7am to 9am—RHCC
“What You Need to Know About Longevity”
Presented by: Ken Smith, Senior Research Scholar; Stanford Center on Longevity
Sponsored by: MFS – – Corey Silva
September 4, 2019- 7am to 9am—RHCC
“Straight Talk on Crypto: What Is It, Why It Matters, And How It Fits Into A Portfolio”
Presented by: Matt Hougan, Global Head of Research for Bitwise Asset Management and Chairman of Inside ETFs
Sponsored by: Invesco – – Alex Hayes
August 7, 2019- 7am to 9am—RHCC
“Financial Planning 301: Improving your Planning Process”
Panelists: Bill DeMar, CFP®, Enso Wealth
Lee Ann Coburn, CFP®, Merrill Lynch
Corey Silva, MFS Investment Management
Sponsored by: Ivy Funds – – Kurtis Cicero, CFA
Join our panel of successful advisors who share ways you can improve your financial planning process. What can you do to improve your communication process with clients? How can you improve the investment process for your clients?
May 28-29, 2019 – FPA NorCal Conference
Located at the Palace Hotel in San Francisco
For More information Click Here
May 1, 2019- 7am to 9am—RHCC
“Ethical Lessons: Tom Hardin’s Journey from Analyst to Tipper X”
Presented by: Tom Hardin
Sponsored by: David Shaffer Insurance Services – – David Shaffer
April 10, 2019- 7am to 9am—RHCC
“Internal Succession: A Real Life Case Study”
Presented by: James P. King, CFP® and Scott Horton, CFP®; J.P. King Advisors, Inc.
Sponsored by: Bluerock – – John Sorrell
March 6, 2019- 7am to 9am—RHCC
“Life Happens … Planning Matters in Finding Financial Peace When Your Clients Divorce”
Presented by: Beth McClelland, MBA, CFP®, CDFA; East Bay Divorce Financial Planning
Are you prepared to support your clients through their divorce? Join us in March! Beth McClelland, Certified Divorce Financial Analyst and CFP®, will share her expertise with us so that we can better serve our clients.
Sponsored by: Litman Gregory – – Chad Perbeck
March 5, 2019 – Sixth Annual Advocacy Day in Sacramento
We meet up at the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol to visit with our State Senators and/or Assembly Members. This is your opportunity to meet with your elected representatives to discuss what is most important to you in your profession, and create long-standing relationships that matter. Register Here before the February 22 deadline.
February 6, 2019- 7am to 9am—Contra Costa CC
“Estate Planning: Hot Topics and Danger Signals”
Presented by: John Hartog, JD, LLM; Hartog, Baer & Hand, APC
Meeting sponsored by: Orinda Asset Management – – Craig Kirkpatrick
Click Here for John’s presentation slides
January 9, 2019– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting—Contra Costa CC
“2019 Economic and Stock Market Outlook”
Presented by: Charles Blankley, CFA, Chief Investment Officer; Gemmer Asset Management
Meeting sponsored by: Stonecrest Managers – – Kara Paik
Click Here for Charles’ presentation slides
December 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Conscious Inclusivity: Why and How Financial Advisors Can Lead the Way”
Presented by: Kellie McElhaney, PhD, Haas School of Business, UC Berkeley
Sponsored by: DWS – – Mike Fredrick (925) 360-4116
November 7, 2018– 11:15 am – 2:00 pm – Monthly Chapter Breakfast Meeting
“Understanding Dementia and it’s Impact on Your Clients”
Presented by: Dori Sproul, Alzheimer’s Assocation
A special extended program on aging.
Sponsored by: Bluerock Capital Management – – John Sorrell (925) 858-2497
October 8, 2018 – 11:00 am – 6:00 pm – 8th Annual Golf Tournament
At the Contra Costa Country Club
Click Here for Registration/Details
FPA Golf Tournament 2018 <—Use this link to view the photos on doorstep. Password: birdie
October 3-5, 2018 – FPA Annual Conference @ Chicago, IL
Click Here for Registration *Early Bird Special Ends July 13th
Like most events, the 2018 FPA Annual Conference is designed with similar goals to a game. Our job as game designers (a.k.a. conference organizers) is to keep the attendee as engaged and interested as possible for the duration for the event, and when the event is over, for the attendee to have gained a sense of empowerment, accomplishment and an interest in eventually coming back for more. As the player (a.k.a. attendee), your job is to accomplish as much as you can before time expires.
October 3, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Performance Excellence of World Class Advisors: Client Acquisition thru Community Involvement and Philanthropic Planning”
Presented by: Susan Kay, Vice President and Director of Business Development;
MFS Funds
Sponsored by: David Shaffer Insurance Services – – David Shaffer (925) 944-7100
September 5, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Building Plans for “Positive Aging” with Eyes Wide Open”
Financial professionals will learn about:
·The realities of Aging and their impact on financial resources
·Becoming aware of the obstacles – like new laws increasing cost of care or limiting options
·Structuring a team that provides a safety net for all the “what if’s of longer lives
·Collaborating with Care Managers, Attorneys & Clients to keep the client where their values lead
Presented by: Linda Fodrini-Johnson, MA, MFT, CMC; Founder of Eldercare Services
Sponsored by: Oppenheimer Funds – – Alex Hayes (925) 765-9745
*2 Hours of Ethics CE will follow. 9:30am to 11:30am. Click Here to Register
August 15, 2018 – 6:00pm – 9:30pm
Career Development Networking Event at Wine and PAINT NITE at 1515 Restaurant & Lounge
August 9-12, 2018 at UC Santa Cruz
29th Annual FPA Far West Roundup
www.fpafarwestroundup.org
August 1, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“How to Use LinkedIn to Enhance Your Sales and Referral Success”
Presented by: Kevin Knebl
Sponsored by: Franklin Templeton – – JB Walker (925) 708-4672
May 29-30, 2018 – FPA NorCal Conference The Palace Hotel, San Francisco
The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 46 years. The conference is held in San Francisco at the historic and elegant Palace Hotel. This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year. SOLD OUT!!! Sign up for the Wait List.
May 2, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Case for Emerging Markets: Challenges and Opportunities”
Featuring Justin Leverenz, CFA; Oppenheimer Funds
Sponsored by: Robert Half – – Carolyn Sweeney (925) 930-8180
Click Here for the Presentation
April 11, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Intentional Wealth: What Planners Can Do to Support the Legacies of their Clients”
Featuring Courtney Pullen
Sponsored by: American Century Investments – – Matt Beck (816) 340-9771
Click Here to download Courtney Pullen’s presentation
March 28, 2018– 5:00 pm – 7:00 pm – Monthly Chapter Breakfast Meeting
Wine Down Wednesday
Please join us for a Casual FPA mixer at The Rooftop in Walnut Creek, to socialize with other area FPA members. This event is open to both FPA members and their guests.
March 7, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting *NEW LOCATION* Contra Costa Country Club
“Cyber Crimes and the Increased Threat of Fraud”
Featuring Greg A. Ruppert, SVP; Charles Schwab
Sponsored by: MFS Investment Management – – Corey Silva (415) 676-7801
February 7, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting *NEW LOCATION* Contra Costa Country Club
“Using Housing Wealth to Improve Financial Outcomes in Retirement”
Featuring Barry H. Sacks, JD, PhD, HECM Advisors Group
Sponsored by: Signet Mortgage – – Clay Selland (925) 807-1500 ext. 303
January 10, 2018– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting *NEW LOCATION* Contra Costa Country Club
2018 Economic and Market Outlook…Is the “New Normal” Here to Stay”
Featuring Rich Taylor, VP & Sr. Client Portfolio Manager; American Century Investments
Sponsored by: Stonecrest – – Kara Paik (415) 840-6815
Click Here for the Presentation Slides
Early Bird Registration for FPA NorCal Conference 2018 – December 11th-16th
For FPA Bay Area chapter members ONLY, we have opened registration ONE WEEK EARLY – December 11 to 16! (General registration opens Monday, December 18.)
The 2018 FPA NorCal Conference will be held at The Palace Hotel in San Francisco on Tuesday, May 29 and Wednesday, May 30, 2018.
The conference sells out quickly, so register now to guarantee your place! The conference offers lots of CE credit, opportunities to network with a like-minded community, and a remarkable line-up of speakers and sessions.
December 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“How to Recruit & Compensate Top Talent”
Featuring Kelli Cruz; Cruz Consulting Group
Sponsored by: Deutsche Asset Management – – (925) 360-4116
Download Presentation slides here
Tuesday, November 7, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Fintech and the Future of Finance”
Featuring Gregory LaBlanc; UC Berkeley, Haas School of Business and Boalt School of Law
Sponsored by: Oppenheimer Funds – – (925) 234-8544
October 9, 2017 – 11:00 am – 6:00 pm – 7th Annual Golf Tournament
Register Now!!! Space is Limited!!! Details/Register
Click Here for a printable brochure!
October 9, 2017 – 3:00 pm – 6:00 pm – Bocce Tournament
Register Now!!! Space is Limited!!! Details/Register
Beverage Sponsor: FlexShares/Northern Trust – – (707) 696-0190
October 4, 2017 – 11:00 am – 1:30 pm – Monthly Chapter LUNCH Meeting
“Becoming a Better Financial Planner”
Panelists: Larry Ginsburg, CFP®; Michael Ma, CFP®; Lynn Ballou, CFP®
Moderator: Eric Flett
Three veteran financial advisors will share their expertise with the chapter. We’ll cover topics including the financial planning process and techniques to improve communication with clients. Each of the panelists will talk about their successes as well as their mistakes.
Sponsored by: David Shaffer Insurance Services – – (925) 944-7100 Sponsor Handout
Download the Meeting handout Here
September 6, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“From Vapor to Paper”
Featuring Duncan MacPherson, CEO; Pareto Systems
In this presentation, Duncan will guide you through an actionable proven process that enables you to quickly and predictably:
1) Convert occasional customers into fully empowering clients.
2) Build the foundations for client-focused relationships that transcend money.
3) Ensure stewardship over salesmanship for improved persuasive impact
Sponsored by: Franklin Templeton Investments – – (925) 708-4672
August 2, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Wealth Management Strategies- Maximizing the Value of 529 Plans to the Owner’s Benefit”
Featuring Chris Stack, Esq., Managing Consultant; Savingforcollege.com
Sponsored by: Preferred Capital Securities – – Scott Scherer
May 30-31, 2017 – FPA NorCal Conference The Palace Hotel, San Francisco
The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 45 years. The conference is held in San Francisco at the historic and elegant Palace Hotel. This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year.
May 17, 2017 – 5:00 pm – 7:00 pm – Wine Down Wednesday
Please join us for a Casual FPA mixer at The Rooftop in Walnut Creek, to socialize with other area FPA members. The event is free and open to both FPA members and Guests.
May 4, 2017 – 6:00 pm – 8:00 pm – Speed Networking Event
Speed Networking referral source building amongst Financial Advisors, Estate Planning Attorneys and CPAs. Join us for a fun interactive fast paced evening!
Sponsorship Opportunities Available!
May 3, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Real Estate Securities Outlook: Wall Street vs. Main Street”
Featuring Ian Goltra, Portfolio Manager; Orinda Asset Management
and special guest speaker John N. Perry, Senior Vice President of Investor Relations at The Macerich Company
Sponsored by: Stonecrest Managers – – (415) 840-6815
April 19, 2017 – 6:00 pm – 8:00 pm WeOlive Women’s Networking Event
Come out and join us for a fun, casual networking event specifically for women in the financial planning community including established practitioners, new planners and financial planning students.
The goal of this event is to support women networking with women while providing an opportunity for women new to the profession and established practitioners interested in helping or hiring them an opportunity to meet.
April 5, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Post-Election Outlook: Separating the Reality from the Rhetoric”
Featuring Libby Cantrill, CFA; Head of Public Policy at PIMCO
“Libby Cantrill, CFA. Ms. Cantrill is the head of public policy for PIMCO. In this capacity, she helps coordinate the firm’s response to public policy issues and analyzes policy and political events for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. She is a founding member of PIMCO Parents, an initiative focused on supporting parents and families at PIMCO, and PIMCO Women, whose mission is to attract, retain, and develop women at PIMCO. She has 13 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. She is a CFA charterholder.”
Sponsored by: American Century – – (816) 340-9771
March 1, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“New Social Security Rules: How to Maximize Social Security Benefits Now”
Featuring Mary Beth Franklin, CFP®
“The Bipartisan Budget act of 2015 changed the rules for some key social security claiming strategies. Mary Beth Franklin, CFP®, will speak about the rule changes and their implications on claiming strategies, and how financial planners can help clients navigate these decisions to maximize benefits. In addition, Mary Beth will present case studies to illustrate how advisers can put these strategies to work for clients.”
Sponsored By: Blue Rock – – (925) 858-2497
February 1, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“MIT Age Lab’s 5 Ways Technology will Change Retirement”
Featuring John Diehl; Hartford Funds
“Technology is transforming retirement, making it easier for aging clients to stay healthy, age in place, remain connected to friends and family, stay mobile and stay on the job.”
Sponsored By: Signet Mortgage – – (925) 807-1500 xt. 303
Here is a Link to the MIT Age Labs video
January 4, 2017 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Economic and Stock Market Outlook”
Featuring Charles Blankley, CFA; Gemmer Asset Management
“Charles Blankley, CFA is the Chief Investment Officer at Gemmer Asset Management. Charles leads the investment committee and is responsible for the tactical position of more than $800 million in assets for financial advisors and their clients. Charles received his BA in Finance and Economics from the University of Washington and is a Chartered Financial Analyst.”
Sponsored by: Robert Half – – (925) 930-8180
Click Here for the presentation slides
December 13, 2016– 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland
December 7, 2016 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Chasing Dreams and Overcoming Adversity”
Featuring Dana Vollmer, Five Time Olympic Gold Medalist
“Dana Vollmer won seven Olympic medals for swimming during her career–five are gold. Dana found great swimming success at an early age growing up in Texas. At 12 years old, she was the youngest swimmer competing at the 2000 US Olympic Trials. In college, at UC Berkeley, she won four national titles and helped the Golden Bears earn their first national team title. Throughout her incredible accomplishments she has endured setbacks, injuries, and seven weeks of bedrest during her pregnancy. She draws from these experiences for her own inspiration.”
Sponsored by: Franklin Square Capital Partners – – (877) 372-9880
November 8, 2016 – 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland
November 2, 2016 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“California’s Climate Challenge: How to Reduce Global Emissions”
Featuring Professor Severin Borenstein; ET Grether Chair in Business Administration and Public Policy, UC Berkeley & Chair of the Petroleum Market Advisory Committee for the California Energy Commission
“Technology is changing the way we find and use energy. California is leading the effort to reduce the amount of carbon emissions. Please join us in November as energy expert Severin Borenstein discusses some of the challenges we face. Professor Borenstein is enterring his 20th year teaching at the Haas School of Business at UC Berkeley where he is the ET Grether Chair in Business Administration and Public Policy. In addition, he is the Chair of the Petroleum Market Advisory committee for the California Energy Commission.”
Sponsored by: JB Walker – – Franklin Templeton
October 18, 2016– 3:00pm to 4:00pm– FPA “Firm Tours”
Mercer Advisors
100 Pringle Avenue, Suite 320
Walnut Creek, CA 94596
October 15, 2016– 10:00am to 3:00pm– Oakland Financial Planning Day For more information or volunteer opportunities Click Here or you can download the flyer Here
October 10, 2016 – 11:am am – 6:00 pm – 6th Annual Golf Tournament
Register Now, Space is Limited!!! Details/Register
This Event Sponsored by: David Shaffer – – David Shaffer Insurance Services
Plenty of sponsorship opportunities available Click Here for Printable Brochure
Click Here for pictures from the tournament
October 11, 2016 – 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland
October 5, 2016 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“Building Smart Sustainable Growth Through the Power of Fully Integrated Teams – Business Owner Mindset”
Featuring Jeff Marshall, ChFC; CEO and founder of Cascade Coaching & Consulting
Our industry faces real pressures (DOL, SEC, FINRA, Robo, Market Volatility, Political Uncertainty). Mr. Marshall will discuss how owners and leaders of independent financial planning businesses need to think and act in order to sustain smart business growth in this environment.
Sponsored by: Alex Hayes – – Oppenheimer Funds
September 21, 2016 – 3:00pm to 4:00pm– FPA “Firm Tours”
Gemmer Asset Management
1655 North Main Street, Suite 360
Walnut Creek, CA 94596
September 15, 2016– 6:00pm to 8:00pm– Allied Professionals SPEED Networking Event
Speed Networking referral source building amongst Financial Advisors, Estate Planning
Attorneys and CPAs. Join us for a fun interactive fast paced evening!
September 13, 2016– 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland
September 7, 2016– 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
16th Assembly District Legislative Update
Featuring: Assemblywoman Catharine Baker, AD16
Sponsored by: David Shaffer – – David Shaffer Insurance Services
August 19, 2016– 5:00pm to 8:00pm– FPA EB Bocce and Networking Event
CONTRA COSTA COUNTRY CLUB
801 Golf Club Rd
Pleasant Hill, CA 94523
Register Here!
August 11-14, 2016 – 2016 FPA Far West Roundup
The 2016 FPA Far West Roundup Posse is pleased to announce that the registration for our 27th annual Roundup is open. As past attendees would attest, the Roundup is one of the best deals in town for all the education, fun, networking AND the 14 to 16 CE credits you can obtain in one place. Following tradition, the event will take place at UC Santa Cruz’s College 8, this year from August 11 through August 14. From the great line up of speakers and all the emails we have received from interested advisors, this Roundup is very likely to sell out.
Don’t wait until the last minute!
Register NOW!
August 9, 2016– 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland
August 3, 2016 – 7:15 am – 9:00 am – Monthly Chapter Breakfast Meeting
“The US Economy and the San Francisco Fed’s Outlook”
Featuring: Elizabeth Laderman, Senior Outreach Economist;
Federal Reserve Bank of San Francisco
Sponsored by: Grant Martin – – MFS Investment Management
July 12, 2016– 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek For more info contact Beth McClelland
June 21- 22, 2016 – 3rd Annual FPA Advocacy Day – Washington D.C. National Advocacy Day in Washington, D.C. will be held Wednesday, June 22. This will be the third year FPA members from across the country will descend on the nation’s capital to advocate for FPA and the financial planning profession. Last year 65 members attended the event and we are hoping for even more representation when we visit the offices of policymakers who have an impact on our profession. Be a part of it! Details/Register
June 7, 2016– 5:30pm to 6:45pm– FPA EB Women’s Study Group in Walnut Creek
For more info contact Beth McClelland
June 1, 2016 – 5:45 pm – 8:00 pm – 2016 NorCal NexGen Reception – Palace Hotel, a Luxury Collection Hotel, San Francisco – 2 New Montgomery Street French Parlor, San Francisco, CA – Details/Register (This event is free)
May 31- June 1, 2016– 2016 FPA NorCal Conference SOLD OUT – Palace Hotel, 2 New Montgomery Street, San Francisco Speakers: Dan Ariely; Farnoosh Torabi; Ted Childs; Brian Wesbury; Ron Cordes; and many more…
May 10, 2016
5:30pm to 6:45pm
FPA EB Women’s Study Group in Walnut Creek
For more info contact Beth McClelland
May 4, 2016
“Demystifying China”
Presented by: Andy Rothman, Investment Strategist; Matthews Asia
Sponsored by: Matt Beck – – American Century Investments
April 27, 2016
Women’s Networking Event at WeOlive, Walnut Creek
6:00pm to 8:00pm
For more info contact Beth McClelland
April 12, 2016
5:30pm to 6:45pm
FPA EB Women’s Study Group in Walnut Creek
For more info contact Beth McClelland
April 6, 2016
“From Delta to Vega – Learn the ABCs of Puts, Calls, Greeks, and Hedging with Options”
Presented by: Eric Cott, CRPC; Director, Financial Advisor Education, Options Industry Council
Sponsored by: Scott Scherer – – Beacon Capital Management
Join the Options Industry Council in a presentation that will provide the fundamentals of options strategies including a review of key terms, a discussion of the ins and outs of puts and calls, a look at the greeks and options pricing, and a practical application of options in client portfolios.
March 8, 2016
5:30pm to 6:45pm
FPA EB Women’s Study Group in Walnut Creek
For more info contact Beth McClelland
March 2, 2016
“Capitalizing on The Most Powerful Trends in Wealth Management M&A”
Presented by: Dan Seivert, CEO and Managing Partner; ECHELON Partners
Sponsored by: Clay Selland – – Signet Mortgage
February 3, 2016
“Financial Planning Isn’t Just for Boomers Anymore: Bringing Financial Planning to the Next Generation”
Presented by: Alan Moore, MS, CFP®; Founder & Financial Planner; Serenity Financial Consulting
Sponsored by: Carolyn Sweeney – – Robert Half
January 6, 2016
“2016 Market Outlook”
Presented by: Heidi Richardson, Managing Director, Head of U.S. Investment Strategy for iShares
Sponsored By: Michael Fredrick & Allen Carr – – Deutsche Funds
December 2, 2015
“Turn Your Practice Into a Business”
Presented by Scott Hanson, CFP®, CFS, ChFC; CO-Founder/CEO of Hanson McClain
Sponsored By: John Sorrell – – Franklin Square Capital Partners
“Scott grew his firm to over $2 billion in assets through steady marketing, business processes and community involvement. He’ll share some of his best ideas on how to turn your practice into a thriving business”
November 4, 2015
“The Black Holes in Your Protection Program”
Presented by Charles T. Wilson, Founder of RiskSmart Solutions
Sponsored By: JB Walker – – Franklin Templeton Investments
2 Hour CFP® Ethics Course After the Meeting.
October 21, 2015
6:00 P.M. to 8:00 P.M.
FPA East Bay Networking Event
Pyramid Alehouse (Diablo Room)
1410 Locust Street
Walnut Creek, CA 94596
October 7, 2015
“The Power Panel: Growing and Sustaining your Practice”
Panelists: James P. King, MBA, CFP®, Founder and President of J.P. King Advisors, Inc.
Jerry Mosher CFP®, President of Mosher & Ellis Financial Planning Inc
Maureen Richardson, CFP®, Richardson Elite Financial Strategies
Sponsored By: Bria Gilbert – – Dreyfus Investments
October 6, 2015
FPA East Bay Firm Tours
3:00pm to 5:00pm
Mt. Diablo Private Wealth Advisors Private wealth advisory practice of Ameriprise Financial Services, Inc. (Max 5 Attendees)
1333 N. California Blvd., Ste 630
Walnut Creek, CA 94596-4538
October 2-7,2015
FPA 2015 Residency Program
FPA 2015 Residency, to be held Oct. 2-7 at the Inverness Hotel and Conference Center in Denver, Colo., provides a limited number of “residents” an exclusive opportunity to experience real financial planning scenarios and learn from preeminent thought leaders in the profession. Led by a faculty of highly experienced and nationally known financial planners, FPA Residency 2015 is an intensive case-study based learning approach that develops the skills required to become a confident and competent practitioner. Attending residents can earn 28 Continuing Education (CE) credits or three-months experience toward the CFP Board’s three-year experience requirement.
September 30, 2015 thru November 4, 2015
3:00 pm – 6:00 pm (1 session per week for 6 weeks)
PLANNED GIVING BASICS COURSE
A Six-Part Course for Beginners (a refresher course for intermediates)
We are pleased to announce that FPA of the East Bay members are eligible to receive the MEMBER RATE (a $50 savings) to attend the Northern California Planned Giving Council’s PLANNED GIVING BASICS COURSE
Jewish Community Federation
121 Steuart St., San Francisco
September 26-28, 2015
FPA BE Boston
Register now to attend the advanced technical conference for CFP® professionals – the FPA Annual Conference – BE Boston 2015 that will be held on September 26-28 to gain new practice management knowledge, skills and resources. The schedule is jam-packed with insightful sessions that will help attendees be more knowledgeable professionals and better business owners. Confirmed keynote speakers include Olympic Gold Medalist Jim Craig, Futurist Michio Kaku, Marketing Strategist David Meerman Scott, and Keynote Host Jill Schlesinger, CFP® of CBS News.
Registration is Now Open
September 21, 2015
5th Annual FPA of the East Bay Golf Tournament
Roundhill Golf Course, Alamo, CA
SlideShow of the Tournament
September 14-18, 2015
FPA California Advocacy Week
Your FPA of California Council wants YOU!
Yes, we want you to take advantage of our newest initiative, FPA of California Advocacy Week. We invite you to join us during the week of September 14th through 18th to engage locally with your state senator and/or assemblymember. During this week, your legislative employees will be at home in their respective districts and you have the opportunity to meet with them (free of the cost and time to go to Sacramento) and introduce yourself and FPA of California to them. More Details Here
September 11, 2015
FPA East Bay Firm Tours
3:00pm to 5:00pm
MetLife Premier Client Group of the Pacific Financial Planning Division (Max 20 Attendees)
1255 Treat Blvd., #400
Walnut Creek, CA 94597
September 2, 2015
“Currency Hedging: The Importance of Managing Currency Exposure”
An overview of the benefits and risks of international investing and examples of the impact that currencies have on risk and return. We will focus on how investors can use today’s innovative solutions to mitigate the impact of currencies. Finally, we will discuss how currency hedging works, its cost and impact on risk within a portfolio.
Presented By Dodd Kittsley, CFA, Head of ETF Strategy, Deutsche Asset and Wealth Management
Sponsored By: David Shaffer – – David Shaffer Insurance Services
August 27, 2015
FPA East Bay Presents the 2015 Bocce Tournament
5:30pm to 8:30pm
Contra Costa Country Club, Pleasant Hill, CA
August 13-16, 2015
Far West Roundup
The 26th Annual FPA Far West Roundup is fast approaching on August 13th-16th. This is event is a lot like summer camp for financial planners. The accommodations are in the dorms at UC Santa Cruz and you eat in the dining hall. The speakers are diverse, relevant, and interactive. The attendees represent some of the industry’s visionaries. The setting is beautiful, casual, and a lot of fun. It’s not a far drive. AND you get 14-16 CE’s. All this and more for a very low price (do we sound like an infomercial or what!). See the conference information and registration at Far West Roundup for more info. They only have a few spots left so act fast if you want to go!
August 5, 2015
Wealth Management Strategies – Maximizing the Value of 529 Plans in 2015
This presentation “turns the page” on 529s to explore their numerous benefits and the mechanics of how to maximize their value. Income tax, gift & estate tax, creditor protection, beneficiary flexibility and other features will be discussed. It will present how the clients can get these numerous benefits for the cost of a mutual fund.
Presented By Chris Stack, Esq., Managing Consultant, Savingforcollege.com, LLC
Sponsored By: Grant Martin – – MFS Investment Management
July 24, 2015
FPA East Bay Firm Tours
3:00pm to 5:00pm
HC Financial Advisors, Inc. (Max 5 Attendees)
3685 Mt. Diablo Blvd., Suite 200
Lafayette, CA 94549
June 23-24, 2015
FPA Advocacy Day
Washington, DC – Hyatt Regency Washington
Details/Register
May 26- 27, 2015
2015 FPA NorCal Conference
Palace Hotel, San Francisco
May 6, 2015
The Quality of Life, 3 Questions that are Predictive of a Future Quality of Life
Presented By John Diehl, Senior Vice President of Strategic Markets, Hartford Funds
Sponsored By: Alex Hayes – – Oppenheimer Funds
April 28, 2015
Women’s Networking Event at WeOlive, Walnut Creek
6:00pm to 8:00pm
April 1, 2015
The Rise of Impact Investing and its Effect on Financial Services Industry
Presented By Gloria Nelund, Chairman and CEO, TriLinc Global
Sponsored By: Michael Fredrick & Allen Carr – – Deutsche Funds
Click Here for Gloria’s Presentation
March 4, 2015
Lead Your Team to Greatness the John Wooden Way
Andy Hill, Independent Executive Coach, Motivational Speaker and Author
Sponsored By: Allen Hirsch – – Beacon Capital Management
February 4, 2015
“Top Ten Trends Impacting Financial Advisors”
Presented By Matt Lynch, Strategy and Resources
Sponsored By: Clay Selland – – Signet Mortgage
January 7, 2015
“The Economic And Financial-Market Outlook Into 2015: What Next For The Post-‘Meltdown’ Economy”
Presentation By Gary Schlossberg, Vice President and Senior Economist, Wells Capital Management
Sponsored By: Carolyn Sweeney – – Robert Half
Meeting Pictures
December 3, 2014 (1 Hour Approved for CFP® CE Credit)
“Working With Clients With Diminishing Capacity”
Panel Presentation By Elizabeth Edgerly, Ph.D., Clinical Psychologist and Chief Program Officer, Alzheimer’s Association, Northern California & Northern Nevada and
Peter S. Myers, Esq., Principal, The Boutique Estate Planning Law Firm, Myers Urbatsch P.C.
Sponsored By Michael Fredrick & Allen Carr – – Duetsche Funds
November 5, 2014 (1 Hour Approved for CFP® CE Credit)
Game Theory & Investment Strategy
Presented By Gregory LaBlanc, JD, Haas School of Business, Boalt Hall School of Law, Dept.of Economics, UC Berkeley
Sponsored By JB Walker – – Franklin Templeton Investments
Followed by a 2 hour ethics course for Ethics CE
Download Meeting Presentation
October 21, 2014
Women’s Networking Event @ We Olive & Wine Bar
6pm-8pm
1364 N. Main St.
Walnut Creek, CA 94596
October 4, 2014
Financial Planning Days
Oakland City Hall
1 Frank H. Ogawa Plaza
Oakland, CA 94612
October 1, 2014
Transparency and Communication Requirements for Client Safety in Financial Services: A Transformative Journey
Presented By Wade Westhoff, Summit Financial Group
Sponsored By Roshan Weeramantry – – SC Distributors
September 3, 2014 (1 hour of CE Credit for this course)
MLPS: A Prospect for Growth & Income
Presented By Charles Anderson, Oppenheimer Funds
Sponsored by David Shaffer – – David Shaffer Insurance Services
September 8, 2014
FPA East Bay 4th Annual Charity Golf Tournament
Roundhill Country Club
3169 Roundhill Road
Alamo, CA 94507
September 16, 2014
FPA East Bay Young Proffesionals/NexGen Event
Masses Sports Bar & Grill 6pm-8pm
2721 N. Main St.
Walnut Creek, CA 94597
August 26, 2014
FPA East Bay Bocce Tournament
Diablo Country Club
1700 Clubhouse Rd.
Diablo, CA 94528
August 6, 2014 (1 hour of CE Credit for this course)
“Advanced ‘Late Stage’ College Planning – Helping Middle and High-Income Parents Reduce Their Out-of-Pocket College Expenses”
Presented By Deborah Fox, Fox Financial Planning Network
Sponsored by Doug Stockslager – – Lord Abbett
May 7, 2014 (1 Hour CE credit for this course)
“Investment Themes for 2014”
Presented by Dr. Claus te Wildt, Senior VP, Fidelity Financial Advisor Solutions
Sponsored by Judge Campbell – – Fidelity Investments
April 2, 2014 (NO CE credit for this course)
“Elevate Your Brand, Build Your Business”
Presented by Sheri Fitts, ShoeFitts Marketing
Sponsored by Grant Martin – – MFS Investment Management
March 5, 2014 (1 Hour of CE Provided by Speaker)
“A Review of Qualified Retirement Plans Under Current Law”
Presented by Adam Zuro, B.S., Nicholas Pension Consultants
Sponsored by John Sorrell – – Franklin Square Capital Partners
February 5, 2014 (1 Hour of CE Approved)
“Institutional Real Estate Research”
Presented by Geoffrey Dohrmann, Founder, President and CEO of Institutional Real Estate
Sponsored by Clay Selland – – Signet Mortgage
Click Here for a PDF of the presentation
January 29, 2014
FPA East Bay Young Proffesionals/NexGen Kickoff Gathering
at Masses Sports Bar & Grill Walnut Creek, CA
6pm to 8pm
January 8, 2014 (1 Hour of CE Credit Approved)
“Global Perspectives, Markets, Insights & Opportunities”
Presented by Douglas Coté, CFA, Chief Market Strategist for ING Investment Management U.S.
Sponsored by Bria Gilbert – – ING Investment Management
December 4, 2013 (1 Hour of CE Credit Approved)
“ETFs Investing 2.0: You’re Doing It Wrong (And Here’s How to Do It Right)”
Presented by Matt Hougan President, Analytics & Publications
and David Nadig, Chief Investment Officer, IndexUniverse
Sponsored by Alex Hayes – – Oppenheimer Funds
November 6, 2013 (Panel Discussions Not Approved for CFP® CE Credit)
Succesion & Catastrophe Planning Panel
Moderated By: David DeVoe
Panel of Experts: Peggy Cabaniss RIA, Bernie Smit CFP® and Jeff Gall CFP® ChFC CLU CPA
Sponsored By: John Sorrell — Franklin Square Capital Partners
Immediately followed by a space limited CE approved 2 hour ethics course
October 15, 2013
FPA East Bay Networking Event
At WeOlive in Walnut Creek
Click Here to reserve your spot. HURRY!!! SPACE IS LIMITED!!!
October 5, 2013
6th Annual Oakland Financial Planning Days
At Oakland City Hall
Click Here to go to the website for more information
Click Here to volunteer for the FPD
Financial Planning Days Flyer
October 2, 2013 (1 Hour of CE Approved)
“Future of Advice”
Presented By: Tiburon Advisors
Sponsored By: Bria Gilbert – – ING Investment Management“
Click Here for the presentation
September 23, 2013
3rd Annual FPA East Bay Golf Tournament
At Round Hill Country Club
Register Here
Click Here (7MB’s) for pictures of the the FPA East Bay 3rd Annual Golf Tournament!!!
September 4, 2013 (1 Hour of CE Approved)
“Estate Planning Update”
Presented by: Randall Thompson, JD, LLM, MBA
Sponsored by: David Shaffer – – David Shaffer Insurance Services
August 27, 2013
Bocce Tournament and Networking Event
At the Diablo Country Club
Register Here
August 8-11, 2013
“24th Annual Far West Roundup”
At UC Santa Cruz
Cick Here for the flyer
August 7, 2013 (1 Hour of CE Approved)
“College Affordability Across Income Classes”
Presented By: Elizabeth LaScala, PhD
Sponsored by: Grant Martin – – MFS Investment Management, 2013 Gold Sponsor
Click Here to register
April 18, ’13
“Making the Case for Japan’s Comeback” Luncheon
Please join us for a lunch meeting at the Hennessy Funds headquarters in Novato, CA on Thursday, April 18, 2013. Masakazu Takeda, Portfolio Manager of the Hennessy Japan Fund, will present his views on the resurgence of the Japanese equity market as well as the themes shaping the portfolio of the 2013 Lipper Award winning Hennessy Japan Fund (HJPIX).
Click the links below for two documents that supplement the meeting.
Apr. 3, ’13 (1 Hour of CE Approved)
“Update and Outlook for the California Municipal Bond Market”
Presented By:Rafael Costas Senior Vice President & Co-Director of Municpal Bonds Franklin Advisers, Inc. Rafael Costas – co-director of Franklin Templeton’s municipal bond group and responsible for the team that manages more than $80 billion in California municipal bonds investments, will discuss the outlook for such investments going forward.
Sponsored by: J.B. Walker — Franklin Templeton Investments, 2013 Gold Sponsor
CLICK HERE for a pdf of the April presentation
Mar. 6, ’13
“Capturing Today’s Referable Moments” Presented By: David Richman, National Director of Eaton Vance Advisor Institute
Sponsored by: Jim Carley — Bank of Commerce Mortgage, Gold Sponsor
Feb. 6, ’13 (1 Hour of CE Approved)
“Tax Stuff Planners Need to Know Now” Presented by: Kent Noard, EA and owner of KLN Financial Group.
Sponsored by: Roshan Weeramantry — SC Distributors, Gold Sponsor.
Click Here for detailed info
Click Here for a PDF of the 2-6-13 presentation
Jan. 9, ’13 (1 Hour of CE Approved)
“U.S. Monetary Policy and National Economic Outlook” Presented By: Yelena Takhtamanova , Ph.D and Economist of the San Francisco Federal Reserve Bank;
Sponsored by: Doug Stockslager — Lord Abbett, Gold Sponsor.
Click Here for detailed info
Click Here for a PDF of the January 2013 presentation
Dec. 5, ’12 “Medicare: What Planners Need to Know to Help Their Clients” presented by Diane Whaley of Contra Costa County, Sponsored by Alex Hayes of Oppenheimer Funds
Click Here for photos from the Toy and Food Drive held at the meeting.
HICAP PRESENTATION NOW AVAILABLE. CLICK HERE
Click here for a handout from the meeting.
Nov. 7, ’12 Building Client Resiliency to Disaster, Caroline Thomas Jacobs, Principal, Emergency Preparedness Consultant, Get Ready Bay Area™, Sponsored by Grant Martin, MFS Investment Management
ALSO – CFP® Board Ethics Course — 9:15 a.m. to 11:15 a.m.
Oct. 17 ’12: Tentative Date of Networking Event
Oct. 6, 2012 Oakland Financial Planning Day. Click Here to volunteer as a planner!
Oct. 3, ’12: Policy and Politics: Implications for Advisor and Investors, Michael T. Townsend, Vice President, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.; Sponsored by Roshan Weeramantry, SC Distributors. Click Here for detailed information on the event.
Oct. 3-9, 2012 Financial Planning Week — Plan a Client Event and Spread the Word!
Oct. ’12 Date TBA of FPA East Bay Financial Planning Clinic — Oakland, CA; Oakland City Hall Building, 9 am to 4 pm; Volunteer Planners are Needed and Welcome
Sep. 29-Oct 2, ’12: FPA Experience 2012 (Annual Conference), San Antonio, TX
Sep. 17 ’12 FPA East Bay Golf Tournament, Click Here for Registration
Click Here for Golf Tournament Sponsor Opportunities
Sep. 5, ’12 Slides from Global Asset Classes and Asset Allocation Decisions; Chris Brightman, CFA Director, Head of Investment Mangement of Research Affiliates Sponsored by David Shaffer, David Shaffer Insurance Services
Aug. 9-12, 2012 23rd Annual Far West Roundup at UC Santa Cruz — an informal retreat for financial planning practitioners and those intending to enter the financial planning profession.
Aug. 1, ’12 BK Crocker, Crocker College Consulting, How to Get Your Kids into College; Sponsored by Judge Campbell, Fidelity Investments
June ’12 No Meeting — Go to the FPA Nor Cal Conference!
No July 2012 FPA Membership Meeting
May 16, ’12 Bocce Ball in Livermore! Click Here for details.
May 5-8, ’12 FPA Retreat, Scottsdale, AZ
May 2, ’12 Performance Excellence of World Class Advisors Extraordinary Strategies from Top Performers; Susan E. Kay, Vice President, MFS Investment Management, Inc.; Sponsored by Doug Stockslager, Lord Abbett
Apr. 4, ’12 The Power of Using Social Media Effectively to Build Your Business; Mark McKenna, Head of Marketing and Communications, Putnam Retail Management; Sponsored by David Borrelli, Oppenheimer Funds
Mar. 7, ’12 Investing: An Institutional Approach for an Individual Portfolio; Bruce MacDonald, CIO, Simple Alternatives; Sponsored by John Sorrell, Franklin Square Capital Partners [Click Here for the Presentation Slides in PDF]
Mar. 4-6, ’12 FPA Business Solutions Conference, Hyatt Regency San Francisco Airport, Burlingame
Feb. 22, ’12 Career Development Networking Event — Pyramid Alehouse, Brewery & Restaurant, 1410 Locust St, Walnut Creek, 94596; 6 to 8 PM. RSVP Barbara Gray, Career Development Co-Chair
Feb. 1, ’12 M&A Best Practices – Valuation and Deal Structure; David Selig, CEO, Advice Dynamic Partners; Sponsored by Diana Mandarino, Redwood Mortgage
Jan. 4, ’12 Economic Insight from the Federal Reserve; Gary Schlossberg, Senior Economist, Wells Capital Management; Sponsored by JB Walker — Franklin Templeton, Gold Sponsor
Dec. 7, ’11 International Market Outlook and Emerging Markets: Is it different this time?; Thomas Melendez, MFS Institutional Portfolio Manager
Nov. 2, ’11 Morningstar Analyst Rating and Global Fund Report: Capturing Best Practices for Fund Selection; Kathryn Young, Mutual Fund Analyst, Morningstar
Oct. 5, ’11 Helping to Secure Your Clients’ Retirement – Transforming Social Security into a Winning Retirement Strategy; Rob Kron, Director, Value Add and Retirement Marketing
Oct. 3-9, 2011 Financial Planning Week — Plan a Client Event and Spread the Word!
Oct. 1, ’11 FPA East Bay Financial Planning Clinic — Oakland, CA; Oakland City Hall Building, 9 am to 4 pm
Sept. 19, ’11 FPA East Bay Golf Tournament, Round Hill Country Club; Noon Shotgun Start, Dinner Reception to Follow
Sep. 7, ’11 The Future of the Advisory Business; Chip Roame, Managing Principal, Tiburon Strategic Advisors
Aug. 11-14, 2011 22nd Annual Far West Roundup at UC Santa Cruz — an informal retreat for financial planning practitioners and those intending to enter the financial planning profession.
June ’11 No Meeting — Go to the FPA Nor Cal Conference!
As always, No July or August FPA Membership Meetings — Have a great summer!
May 4, ’11 The New Estate Tax Law: Highlights and Planning Opportunities; Chris Hennessey, Lawyer and CPA
Apr. 6, ’11 Ensuring Clients Have Life Thier Way…Putting the Client’s Fingerprint in Long Term Care Planning; Linda Fodrini-Johnson, MA, MFT, CMC; Eldercare Services
Mar. 2, ’11 Major Trends Affecting Investment Markets; Charles Blankley, CFP®, Dir. of Research, Gemmer Asset Management
Feb. 2, ’11 Ritz Carleton Level of Service; Nick Horn
Jan. 5, ’11 Economic Update 2012; Gary Schlossberg, Senior Economist, Wells Capital Management
Dec. 1, ’10 Prudent Investment Rules (Estate Planning) — Attorney John A. Hartog
Nov. 3, ’10 How to Advise Your Client Before and After the Fire — Ora Citron & Brian Trouette
Oct. 6, ’10 Municipal Markets and the Media — Bill Gurtin
Sep. 1, ’10 “What a Ride: Lessons I’ve Learned in My Business” — Panelists: Marilyn Plum, CFP ®, Bob Enright, CFP®, and Chris McClure, CFP®; Moderated by Eric Flett
May 5, ’10 An Update on California’s Financial State — John Chiang, California State Controller
Apr. 7, ’10 Life Insurance – No Longer an “Off the Shelf” Product — Robert Lew, Planning & Financial Advisors
Mar. 3, ’10 The New Investment Landscape: How Global Trends and Policy Challenges Will Drive Asset Class Opportunities — Charles Blankley, Gemmer Asset Management
Feb. 3, ’10 The Future of the Advice Industry — Chip Roame, Managing Principal, Tiburon Strategic Advisors
Jan. 6, ’10 Economic Outlook 2010 — Gary Schlossberg, Senior Economist, Wells Fargo
Dec. 2, ’09 Real Estate 2010: Buy, Sell, or Wait – An Advisor Toolbox for Good Real Estate Decisions — Rich Arzaga
Nov. 4, ’09 Building Company Strategic Value Enlarges Your Client’s Portfolio — Steven D. Popell, CMC and Neil Shroff
Oct. 7, ’09 Best Practices from the Barron’s Top 100 Advisors — Susan Kay/MFS
Sep. 2, ’09 The Health of Contra Costa County — Gus Kramer – County Assessor
May 6, ’09 Retirement Planning — What Do You Do Today? — Bill Burke
Apr. 1, ’09 Tax Reduction Strategies for Small Bus. Owners — Maine Shaffer, JD
Mar. 4, ’09 Regional and National Outlook from the Federal Reserve — Gary Zimmerman, VP of the Federal Reserve SF Branch
Feb. 4, ’09 Real Estate Market Cycles — Dr. Glenn Mueller
Jan. 7, ’09 The Credit Crisis…What Really Happened? — Prof. James Wilcox
Dec. 3, ’08 Estate Planning Strategies — Myron Greenberg, Esq., CPA
Nov. 5, ’08 How to Identify and Hire Great Employees — Allison Couch
Oct. 1, ’08 Opportunities and Protection with Index Life Insurance — Bill Burke
Sep. 3, ’08 Integrating Technological Solutions — Greg Friedman, MS, CFP®
May 7, ’08 Municipal Bond Market Outlook — Rafael Costas, Sr. VP, Co-Dir. of Municipal Bond Dept., Franklin Templeton Investors
Apr. 2, ’08 Wealth Mgmnt. Strategies/Maximizing 529 Plans — Chris Stack, Esq.
Mar. 5, ’08 The Future of the Advice Industry — Chip Roame, Managing Principal, Tiburon Strategic Advisors
Feb. 6, ’08 Regional and National Outlook from the Federal Reserve — Gary Zimmerman, VP of the Federal Reserve SF Branch
Jan 8, ’08 Economic Outlook and Opportunities in the International Markets — Thomas Melendez, Global Economics Spokesperson, MFS
Dec. 5, ’07 Decoding the Recent Changes to the 403(b) and Pension Protection Act for Financial Advisors — Teresa Ward & Eric Peterson
Nov. 7, ’07 Elder Care with an Aging Client Base — Panel Discussion
Oct. 3, ’07 Are All Index Funds Created Equal? — WisdomTree Investements
Sep. 5, ’07 How to Acquire and Integrate Practices into Your Business
Jun. 6, ’07 Charity Dinner Meeting at Roundhill Country Club! Professional Planners: A Look in the Mirror — Steven S. Shagrin, JD, CFP®, CRPC®, Certified Money Coach
May 2, ’07 Alternative Asset Classes – Hedge Funds, Timber, Commodities, Etc… — Panel Discussion
Apr. 4, ’07 Global Bonds and the Currency Market
Mar. 7, ’07 Retirement Distributions — George Coughlin II
Feb. 7, ’07 Globalization of Real Estate Securities & the Impact on Investor Portfolios — Ian Goltra
Jan. 3, ’07 Economic Outlook 2007 — Gary Schlossberg, Wells Fargo
Dec. 6, ’06 College Funding: Strategies to Minimize a Family’s Out-of-Pocket Cost – Greg Warner
Nov. 1, ’06 New Breed of Annuity: Lifetime Pension with Living Benefits – A Panel Discussion
Oct. 4, ’06 How to Deal with High Net Worth Clients – Henry Whiffen
Sep. 6, ’06 “If I Had to Do It Over Again…” – Panel Discussion
Jun. 7, ’06 The Coming Revolution in Client Relationships – Susan Galvan, Executive Director. Kinder Institute of Life Planning
May 3, ’06 Global Investing: Where The Best Opportunities Are Today; Heidi Richardson, Alliance Bernstein
Mar. 1, ’06 Managing Client Behavior Using Communications & Counseling Skills – Ira Fateman
Feb. 1, ’06 Fiduciary Responsibilities & Opportunities – Don Trone
Jan. 4, ’06 Economic Update – Conrad I. Hermann