Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E: EastBayFPA@gmail.com   /  W: www.FPAEastBay.org

When

Wednesday October 1, 2014 from 7:15 AM to 9:00 AM PDT
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Where

Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507
 

 
Driving Directions 


 Program is Sponsored by: 

 
SC Distributors 

Roshan Weeramantry -- (408) 314-7895







 

 

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

http://www.fpanet.org/Chapters/EastBay/Sponsors/

 

 


 

FPA East Bay Breakfast Meeting 10/1/14 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 
Transparency and Communication Requirements for Client Safety in Financial Services:
A Transformative Journey
Presented By: Wade Westhoff, Summit Financial Group
(No CE credit for this course)
  
Wade Westhoff, a member of the FPA East Bay Chapter, will share his personal searing experience with the chapter. His professional journey was profoundly impacted by the tragic death of his 21 month old daughter Morgan last year.  Come and hear how Wade's experience transformed his entire approach to the profession of  financial planning and share what he has learned on his journey to help you become a better financial planner.  This will be a different, yet educational and inspiring presentation.

 

About Our Speaker

Wade J. Westhoff is a CERTIFIED FINANCIAL PLANNER practitioner and Accredited Investment Fiduciary with over 15 years’ experience affiliated Summit Financial Group, LLC of San Ramon.

Wade holds a B.S. degree from Oregon State University.

He is a proud member of FPA – East Bay and a member of The Financial Services Institute.

He is currently a member of the Board of Directors for the Oregon State University Alumni Association and is a member of the investment committee.

Previously, he has served on the advisory board for the Personal Financial Planning Program at UC Berkeley Extension.

He is a member and contributor to the 25 person National Patient Safety Foundation’s Transparency Roundtable, which will be releasing its groundbreaking position paper later this year on the role transparency plays in improving safety in our nation’s health care system.

He is also a member of the Steering Group at 3Ethos, an organization dedicated to helping investment stewards design a more effective framework for critical decision making. The group is working towards getting the first international leadership standards for investment advisors published by BSI – The British Standards Institute – the largest and oldest ISO in the world.  

Out of the office, you will find Wade coaching his son’s youth soccer team, competing in local 5K, 10K & Triathlon’s.  He is also going on record that he is training to complete his first marathon this coming January.

Wade, who is a native of San Ramon, currently resides in Danville with his wife and three children.

 

 

Wednesday, October 1, 2014

7:15am -9:15am  


Advanced Pricing: $30 FPA Members, $40 Non-Members, CFP Students $15

At-The-Door Pricing (After 9/29/14): $40 FPA Members, $50 Non-Members, CFP Students $20

Advance prices in effect through 3:00 P.M., Monday, September 1, 2014