Financial Planning Association of the East Bay
1485 Treat Boulevard, Suite 202B     
Walnut Creek, CA 94597
O: 925.935.9691  /  F: 925.935.1108 
  E:   /  W:


Wednesday November 6, 2013 from 7:15 AM to 9:00 AM PST
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

Driving Directions 


Program is Sponsored by: 

 Franklin Square Capital Partners

John M. Sorrell -- (925) 858-2497



Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at



FPA East Bay Breakfast Meeting 11/6/13 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 "Succession and Catastrophe Planning" 
  Presented By: Distinguished Panel of FPA East Bay Members

Wednesday, November 6, 2013

7:15am -9:15am  

Charge: $30.00 FPA Member   |   $40.00 Guest

 Panel Discussion and Best Practices Programs areNot Approved for CFP CE Credit  



Followed by:

CFP 2 Hour Ethics Required Training 
 Presented By:FPA East Bay Program Chairs

Wednesday, November 6, 2013

9:30am -11:30am


Charge:   FREE FPA EAST BAY MEMBERS ONLY    |   $10.00 FPA Member    |     $20.00 Guests


This Program is Qualified for 2 Hours of CFP Ethics Credit