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        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.        
        register
 
     
             
             
        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 Spokesperson, MFS      
          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    
                 
              undefined
 
       
      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.    
               
     
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