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 Program

May 1, '13  (1 Hour of CE Approved)

“Investment Opportunities in a World Distorted by Policy Makers"

Presented By:Charles Blankley, CFA, Gemmer Asset Management, LLC

Charles will detail attractive asset classes and investment opportunities given the myriad of market influences: subdued growth in the developed world, the inevitable rise in interest rates and the grand experiment being employed by central banks around the globe.

Sponsored by: Campbell Judge -- Fidelity Investments, 2013 Gold Sponsor

CALENDAR OF UPCOMING MEETINGS

PAST MEETINGS & EVENTS

SPONSOR EVENTS

Upcoming Events hosted entirely by our sponsors here at FPA East Bay

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.

Document 1      |      Document 2