FPA East Bay Firm Tours 2016 

How do you run your financial planning practice?  How do other successful firms or teams run their financial planning practices?  How do you partner with other resources in the industry?  What are the various opportunities or roles within a financial services firm/company?  What are some of the benefits and challenges of starting your own practice versus joining a firm/company? 

If you’ve wondered about the answers to these questions, the FPA East Bay chapter has arranged 2 firm tours this year to give members a chance to explore and learn about how others are building their practices/companies.  Each firm has volunteered their time and will open up their offices to share their best practices and knowledge.  Please prepare some questions to maximize your time.

Attendance will be limited to 5-15 FPA members per location depending on size of firm so register early as spots will fill up fast.  It will be on a first come first serve basis.  The registration cost will be $30 for member and guests and $20 for students.

The dates are:

 September 21, 2016 - Gemmer Asset Management 
(Max 15 Attendees)
3:00pm to 4:00pm
1655 North Main Street, Suite 360
Walnut Creek, CA 94596 

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October 18, 2016 - Mercer Advisors 
(Max 15 Attendees)
3:00pm to 4:00pm
100 Pringle Avenue, Suite 320
Walnut Creek, CA 94596