Wednesday, December 1, 2021 from 7:30 AM to 9:00 AM PST
Add to Calendar


Round Hill Country Club

3169 Roundhill Rd.
Alamo, CA 94507

Event Address Map
Driving Directions


Krysta Patterson
FPA of the East Bay
(925) 778-1165

FPA East Bay Chapter LIVE Meeting 12/1/21

Saundra Davis and Dave Yeske will talk about how financial advisors and clients communicate and share accountability in their relationship. They will discuss methods for connecting planning and action. They will share their findings on best practices to improve accountability with clients and planners.

Registration is closed. This event has already been held.