OF THE EAST BAY

Financial Planning Association of the East Bay

A Gold Level Chapter of the FPA for the 6th Consecutive Year!

Calendar of Events

The list below is tentative until the speakers and topics are firmed up. When the program is

available for on-line registration, the title will become a blue hyperlink to the registration site.

Local Chapter meetings include a full breakfast buffet at the Round Hill Country Club.

You can also click the button below for online registration. To propose a program for

consideration, please contact the Committee Chair, David Borrelli, at (800) 479-1828 or

by e-mail to dborrelli@oppenheimerfunds.com.

Advance Pricing: $25 for FPA Members / $35 for Guests

At-the-Door Pricing: $35 for FPA Members / $40 for Guests

Jan. 9, '08

Economic Outlook and Opportunities in the Int'l Markets

Thomas Melendez, Global Economics Spokespers

Sponsored by Ed McElroy and Doug Palmer, Wells Fargo Private Bank

Feb. 6, '08

Regional and National Outlook from the Federal Reserve

Gary Zimmerman, VP of the Federal Reserve SF Branch

Sponsored by John Devlin, ING

Mar. 3-5

FPA Business Solutions 2008

2008

FPA's conference on advanced business management.

Westin O'Hare, Chicago, Ill.

Above link takes you to Solutions 2009

Mar. 5, '08

The Future of the Advice Industry

Chip Roame

Sponsored by Louise Model, Kensington Investment Group

Apr. 2, '08

Wealth Management Strategies

Chris Stack

Sponsored by Joe Gengo, Pimco Funds and Allianz Funds

May 7, '08

Portfolio Manager from Franklin Templeton

Speaker To Be Announced

Sponsored by Aldo Barbaglia, MFS Investment Management

May 27-28

36th Annual FPA Nor Cal Conference

2008

The Palace Hotel, 2 New Montgomery St., San Francisco

May 31-Jun 4

FPA Retreat 2008 -- The Art and Science of Financial Planning

2008

Ft. Lauderdale, FL

Above link takes you to Retreat 2009

June '08

No Meeting -- Go to the FPA Nor Cal Conference or FPA Retreat!

As always, No July or August FPA Membership Meetings -- Have a great summer!

Aug. 7-10

19th Annual Far West Roundup

2008

UC Santa Cruz -- an informal retreat for financial planning practitioners and those intending to enter the financial planning profession.

Sep. 3, '08

Integrating Technological Solutions -- Greg Friedman

Sponsored by JB Walker, Franklin Templeton

Oct. 4-7

FPA Boston 2008

2008

Boston Convention and Exhibition Center, Boston, Mass.

Oct. 4, '08

FPA East Bay Financial Planning Clinic -- Oakland, CA

10 am to 4 pm, Oakland City Hall Building

Volunteer Planners are Needed and Welcome -- Contact Leslie Biggers

at lbiggers@finsvcs.com or Frank Pare at frank@pfwealthgroup.com

Oct. 6-12

Financial Planning Week

2008

Plan a Client Event and Spread the Word!

Oct. 1, '08

How You Can Make Index Life Insurance Work For You

-- Bill Burke

Sponsored by Bill Burke, Pacific Life

ALSO - CFP® Board Ethics Course -- 9:15 a.m. to 11:00 a.m.

Nov. 5, '08

PANEL: How to Identify and Hire Great Employees

Sponsored by David Shaffer, David Shaffer Mortgage & Insurance Services

Dec. 3, '08

Estate Planning Strategies -- Myron Greenberg

Sponsored by Diana Mandarino, Redwood Mortgage Investors

Past Programs We Have Offered to our Members

Jan. 4, '06

Economic Update - Conrad I. Hermann

Feb. 1, '06

Fiduciary Responsibilities & Opportunities - Don Trone

Mar. 1, '06

Managing Client Behavior Using Communications

and Counseling Skills - Ira Fateman

No CE Credit

May 3, '06

Global Investing: Where The Best Opportunities Are Today

Heidi Richardson, Alliance Bernstein

Jun. 7, '06

The Coming Revolution in Client Relationships - Susan Galvan,

Executive Director. Kinder Institute of Life Planning

Sep. 6, '06

"If I Had to Do It Over Again…" - Panel Discussion

Oct. 4, '06

How to Deal with High Net Worth Clients - Henry Whiffen

Nov. 1, '06

New Breed of Annuity: Lifetime Pension with

Living Benefits – A Panel Discussion

Dec. 6, '06

College Funding: Strategies to Minimize a Family's

Out-of-Pocket Cost - Greg Warner

Jan. 3, '07

Economic Outlook 2007 -- Gary Schlossberg, Wells Fargo

Feb. 7, '07

Globalization of Real Estate Securities & the Impact on

Investor Portfolios -- Ian Goltra

Mar. 7, '07

Retirement Distributions -- George Coughlin II

Apr. 4, '07

Global Bonds and the Currency Market

May 2, '07

Alternative Asset Classes - Hedge Funds, Timber,

Commodities, Etc… -- Panel Discussion

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

Sep. 5, '07

How to Acquire and Integrate Practices into Your Business

Oct. 3, '07

Are All Index Funds Created Equal? -- WisdomTree Investements

Nov. 7, '07

Elder Care with an Aging Client Base -- Panel Discussion

Dec. 5, '07

Decoding the Recent Changes to the 403(b) and Pension

Protection Act for Financial Advisors -- Teresa Ward &

Eric Peterson

Here are useful links for more information about our Chapter, its activities, the FPA and more.

Please send any comments or corrections to our webmaster, Steven "Shags" Shagrin at Shags@PlanningForLife.info