Chapter Meetings and Events

We meet on the first Wednesday of the month for breakfast from 7:15 a.m. to 9:00 a.m. at Round Hill Country Club, 3169 Round Hill Road in Alamo.  Click here for a map and directions in PDF.

The Chapter meetings are of a technical nature for financial services professionals and are not open to the public.

Those who are not yet members of the Financial Planning Association are invited to attend.  The advance meeting fee is $30 for FPA members and $40 for non-members. Registration not received by the Monday preceding the general meeting by 4pm will be considered at the door registrants and  are subject to $40 for FPA members and $50 for non-members respectively; please see the meeting notice for complete reservation details.

Upcoming Programs

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


October 1, 2014
Transparency and Communication Requirements for Client Safety in Financial Services:
A Tranformative Journey
Presented By Wade Westhoff, Summit Financial Group
Sponsored By Roshan Weeramantry - - SC Distributors


October 4, 2014
Financial Planning Days
     Oakland City Hall
     1 Frank H. Ogawa Plaza
     Oakland, CA 94612


October 21, 2014
Women's Networking Event @ We Olive & Wine Bar
     1364 N. Main St.
     Walnut Creek, CA 94596


November 5, 2014
Meeting Info Coming Soon


December 3, 2014
Meeting Info Coming Soon




Wednesday October 22, 2014
Vanguard Investment Symposium
at the Ritz-Carlton, San Francisco
Click for more details