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

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

 

 

August 26, 2014
FPA East Bay Boccee Tournament
    Diablo Country Club
    1700 Clubhouse Rd.
    Diablo, CA 94528

 

September 8, 2014
FPA East Bay 4th Annual Charity Golf Tournament
     Roundhill Country Club
     3169 Roundhill Road
     Alamo, CA 94507


CALENDAR OF UPCOMING EVENTS

 

SPONSOR EVENTS

Wednesday October 22, 2014
12:30pm-5:15pm
Vanguard Investment Symposium
at the Ritz-Carlton, San Francisco
Click for more details

 

 

 

 

 

 

 

 

 

 

 

 

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