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.    
    register
 
 
     
     
    Advance Pricing:  $25 for FPA Members / $35 for Guests  
    At-the-Door Pricing:  $35 for FPA Members / $40 for Guests  
       
  Jan. 6, '10 Economic Outlook 2010
    Gary Schlossberg, Senior Economist, Wells Fargo 
      Alex Hayes -- Putnam Investments    
       
  Feb. 3, '10 The Future of the Advice Industry
    Chip Roame, Managing Principal, Tiburon Strategic Advisors
      Diana Mandarino -- Redwood Mortgage Investors    
       
  Mar. 1-3, FPA Business Solutions 2010    
  2010   FPA's conference on advanced business management.  
      Omni Mandalay Hotel at Las Colinas, Dallas (Irving), Texas  
       
  Mar. 3, '10 The New Investment Landscape:  How Global Trends and
         Policy Challenges Will Drive Asset Class Opportunities
    Charles Blankley, Gemmer Asset Management    
      Sponsorship to be Announced    
       
  Apr. 7, '10 Program to be Announced
    Speaker to be Announced  
      Sponsorship to be Announced    
       
  Apr. 22-25, FPA Retreat 2010 -- The Art and Science of Financial Planning
  2010   Hyatt Regency Hill Country Resort, San Antonio, Texas  
       
  May 5, '10 Program to be Announced
    Speaker to be Announced  
      Sponsorship to be Announced    
         
  June 2-3, 38th Annual FPA Nor Cal Conference    
  2010   The Palace Hotel, 2 New Montgomery St., San Francisco  
       
  June '10 No Meeting -- Go to the FPA Nor Cal Conference!
           
  As always, No July or August FPA Membership Meetings -- Have a great summer!  
         
  Aug. 12-15, 21st Annual Far West Roundup  
  2010   UC Santa Cruz -- an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. 
     
         
  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  
      Ed McElroy -- Wells Fargo Private Bank
           
  Oct. 2, '10 FPA East Bay Financial Planning Clinic -- Oakland, CA
    Oakland City Hall Building
      Volunteer Planners are Needed and Welcome -- Contact Leslie Biggers
      at leslie.biggers@axa-advisors.com or Frank Pare at frank@pfwealthgroup.com
           
  Oct. 9-10, FPA Denver 2010    
  2010   Colorado Convention Center, Denver, CO    
         
 
 
           
  Oct. 4-10, Financial Planning Week    
  2010   Plan a Client Event and Spread the Word!    
         
  Oct. 6, '10 Municipal Markets and the Media
    Bill Gurtin    
      Roshan Weeramantry  -- AXA Distributors      
    ALSO - CFP® Board Ethics Course -- 9:15 a.m. to 11:00 a.m.  
         
  Oct. 24-29, FPA Residency Program 2010    
  2010   Lake Arrowhead, CA    
         
  Nov. 3, '10 Program to be Announced
    Speaker to be Announced  
    JB Walker -- Franklin Templeton Investments    
         
  Dec. 1, '10 Estate Planning
    John Hartog    
    David Borrelli -- Oppenheimer Funds  
         
         
    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      
       
  Jan. 9, '08 Economic Outlook and Opportunities in the International Markets --
    Thomas Melendez, Global Economics Spokesperson, MFS
  Feb. 6, '08 Regional and National Outlook from the Federal Reserve -- 
    Gary Zimmerman, VP of the Federal Reserve SF Branch
  Mar. 5, '08 The Future of the Advice Industry -- Chip Roame
  Apr. 2, '08 Wealth Mgmnt. Strategies/Maximizing 529 Plans -- Chris Stack, Esq.
  May 7, '08 Municipal Bond Market Outlook -- Rafael Costas, Sr. VP, Co-Dir.
    of Municipal Bond Dept., Franklin Templeton Investors
  Sep. 3, '08 Integrating Technological Solutions -- Greg Friedman, MS, CFP®
  Oct. 1, '08 Opportunities and Protection with Index Life Insurance -- Bill Burke
  Nov. 5, '08 How to Identify and Hire Great Employees -- Allison Couch
  Dec. 3, '08 Estate Planning Strategies -- Myron Greenberg, Esq., CPA
       
  Jan. 7, '09 The Credit Crisis…What Really Happened? -- Prof. James Wilcox 
  Feb. 4, '09 Real Estate Market Cycles - Dr. Glenn Mueller
  Mar. 4, '09 Regional and National Outlook from the Federal Reserve -- 
      Gary Zimmerman, VP of the Federal Reserve SF Branch
  Apr. 1, '09 Tax Reduction Strategies for Small Bus. Owners -- Maine Shaffer, JD
  May 6, '09 Retirement Planning -- What Do You Do Today? -- Bill Burke
  Sep. 2, '09 The Health of Contra Costa County -- Gus Kramer - County Assessor
  Oct. 7, '09 Best Practices from the Barron's Top 100 Advisors -- Susan Kay/MFS
  Nov. 4, '09 Building Company Strategic Value Enlarges Your Client's Portfolio --
      Steven D. Popell, CMC  and Neil Shroff
  Dec. 2, '09 Real Estate 2010: Buy, Sell, or Wait – An Advisor Toolbox for Good 
      Real Estate Decisions -- Rich Arzaga
     
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Please send any comments or corrections to our webmaster, Steven "Shags" Shagrin at Shags@PlanningForLife.info
   
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