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


Wednesday November 2, 2016 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

Driving Directions 


Program is Sponsored by: 

Franklin Templeton Investments

JB Walker -- (925) 708-4672



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

FPA East Bay Breakfast Meeting 11/2/16

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 "California's Climate Challenge:
How to Reduce Global Emissions"
Presented By: Professor Severin Borenstein



Technology is changing the way we find and use energy. California is leading the effort to reduce the amount of carbon emissions. Please join us in November as energy expert Severin Borenstein discusses some of the challenges we face. Professor Borenstein is enterring his 20th year teaching at the Haas School of Business at UC Berkeley where he is the ET Grether Chair in Business Administration and Public Policy. In addition, he is the Chair of the Petroleum Market Advisory committee for the California Energy Commission. Professor Borenstein earned his BA in Economics at UC Berkeley and his PhD in Economics from Massachusetts Institute of Technology.


Followed by:

CFP 2 Hour Ethics Required Training 
Presented By: Thomas Bennett, CFP®, CLU®, CRPC®; Union Bank

Wednesday, November 2, 2016

9:30am -11:30am

Charge: $10.00 FPA East Bay Member   |   $20.00 FPA Member (Any Chapter)   |   $30 Guest


This Program is Qualified for 2 Hours of CFP Ethics Credit


Join us for an informative session while earning Ethics CE Credits. During this course, we will review the CFP Board’s Standards of Professional Conduct, the Code of Ethics and Professional Responsibility, the Financial Planning Practice Standard and more.

After attending this session, you will be able to determine if a practitioner is providing financial planning or material elements of planning, and be able to demonstrate an understanding of the required elements of a written agreement when providing planning services. You will be able to articulate disclosure requirements, including areas of compensation and potential conflicts of interest, and apply them in your practice. You will gain knowledge in defining and outlining elements of the fiduciary standard, while knowing when it applies (hint: most of the time.)

Career Opportunities


The Job Postings section of our website is a service offered to
member firms of the FPA East Bay.
To post an opportunity here, please e-mail it to


To View current posting please visit our website at