Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E:   /  W:


Wednesday October 5th 2016 from 7:15 AM to 9:15 AM PDT
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

Driving Directions 

 Program is Sponsored by: 


Oppenheimer Funds

Alex Hayes - - (925) 234-8544

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



FPA East Bay Breakfast Meeting 10/5/16 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...


"Building Smart Sustainable Growth Through the Power of Fully Integrated Teams – Business Owner Mindset"

Presented By: Jeff Marshall, CEO and founder of Cascade Coaching & Consulting


Our industry faces real pressures (DOL, SEC, FINRA, Robo, Market Volatility, Political Uncertainty).  Mr. Marshall will discuss how owners and leaders of independent financial planning businesses need to think and act in order to sustain smart business growth in this environment.


About Our Speaker

Jeff Marshall is the CEO and founder of Cascade Coaching & Consulting.  He has 35 years ofexperience as a sales executive for a Fortune 250 company as well as leading individuals andsmall business owners.  
Since 2000, his entire professional focus has been coaching and consulting with owners of independent financial advisory firms to build smart, sustainable growth into their businesses.


Wednesday, October 5, 2016

7:15am -9:00am  

Advanced Pricing: $35 FPA Members, $50 Non-Members, CFP Students $20

At-The-Door Pricing (After 10/3/16): $45 FPA Members, $60 Non-Members, CFP Students $30

Advance prices in effect through 2:00 P.M., Monday, October 3, 2016

Please note all reservations and cancellations MUST be made no later than 2pm the Monday before the monthly meeting. If reservations are received after the Monday before the meeting, the cost will be considered at the door. Refunds will not be granted to cancellations that are received after Monday at 2pm. All cancellation requests and at at the door registrations need to be made in writing to