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 September 4, 2013 from 7:15 AM to 9:00 AM PDT
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

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Krysta Patterson 
FPA of the East Bay 

FPA East Bay Breakfast Meeting 9/4/2013 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 "Estate Planning Update- The Stuff Financial Planners Need to Know"l
  Presented By: Chip Roame
Presented By: Randall Thompson, JD, LLM, MBA (Finance) 

Wednesday, September 4, 2013

7:15am -9:15am  

Approved for 1 Hour of CFP CE Credit 

For this event college bound students get in for $15!!!


Randall Thompson is an estate planning attorney and partner in the Thompson Law San Francisco offices with locations in San Francisco, Pleasanton and Walnut Creek.

He received his law degree at University of California, Hastings College of Law in San Francisco in 1978. He also has earned a MBA degree in finance from U.C. Berkley, Hass School of Business and LL.M. degree in Taxation.

Randall has been an instructor in local colleges in estate planning and law courses. He lives in east bay where he is active in the community. He is currently the instructor of classes in business law real estate law and wills, trusts and estate planning at Diablo Valley College. He also teaches adult education courses in estate planning for several bay area cities.

Thompson Law Offices specializes in estate planning, trust administration, probate and estate settlements conservatorships, and elder law planning and business law. This presentation will cover the following:

Recommended Updates to a Client’s Living Trust
Durable Powers of Attorney and Advance Health Care Directives
Miscellaneous but Important  Items


This Program is Sponsored by:

David Shaffer

(925) 944-7100