Newsletters

2017

April 2017  Includes: PRESIDENT’S PODIUM THINKING OF SELLING YOUR PRACTICE? YOU MAY WANT TO THINK “AND,” NOT “OR!” BY DAVID ALLEN, CFP®; PRESIDENT, FPA OF THE EAST BAY

January 2017 Includes: PRESIDENT’S PODIUM THE SCIENCE OF HAPPINESS:
WELL-BEING IN THE WORKPLACE BY TOM ZACHYSTAL, CFP®, CFA; PRESIDENT, FPA OF SAN FRANCISCO

2016

November 2016 Includes: PRESIDENT’S PODIUM “NEXACT IN fFINANICAL PLANNING: THE MID-CAREER CHANGERS—CONFRONTING CHALLENGES, FINDING SUPPORT”
BY MIRA M. MA, CFP® PRESIDENT, FPA OF SILICON VALLEY

September 2016 Includes: SPONSOR SPOTLIGHT “FIVE WAYS TECHNOLOGY WILL CHANGE THE WAY WE AGE” BY:  TOM MCNEIL CO-PUBLIC RELATIONS DIRECTOR, FPA OF THE EAST BAY

April 2016 Includes: BOARD BLURB “MAKING A DIFFERENCE IN THE COMMUNITY” BY: T.F. BENNETT, CFP®, CLU®, CRPC®. MEMBER MINUTE – MIKE RICINAK, CFP® BY DAVID ALLEN, CFP®

January 2016 Includes: “SHARPEN THE SAW 10 RULES FOR THE RETIREMENT ROAD” SUBMITTED BY GRANT MARTIN, MFS INVESTMENTS

 

2015

November 2015 Includes: PRESIDENT’S PODIUM “SIX WAYS WE STAY AT THE FOREFRONT OF OUR PROFESSION” BY: BARRY MENDELSON, CFP®. SPONSOR SPOTLIGHT “FIVE TIPS FOR HIRING GREAT TALENT” BY: CAROLYN SWEENEY, ROBERT HALF

September 2015 Includes: BOARD BLURB “AN EXPANDED APPROACH TO CAREER DEVELOPMENT FOR THE EAST BAY CHAPTER” BY: BETH MCCLELLAND, CFP®. MEMBER MINUTE –MAUREEN RICHARDSON, CFP® BY: SUSAN DANZIG

April 2015 Includes: SHARPEN THE SAW “CONSIDER INCLUDING A STAFF DEVELOPMENT PLAN TO YOUR OVERALL BUSINESS PLAN” BY: TERESA RICCOBUONO

January 2015 Includes: PRESIDENT’S PODIUM “ROBO-ADVISORS: THE CONTINUED EVOLUTION OF FINANCIAL ADVICE…WHICH IS A GOOD THING” BY: BARRY MENDELSON, CFP®. SPONSOR SPOTLIGHT “HELP PARENTS LAY A STRONG FOUNDATION” BY: MATT BECK, AMERICAN CENTURY INVESTMENTS

 

2014

November 2014 Includes: BOARD BLURB “WHOA! MEMBERS OF THE FPA OF THE EAST BAY HAVE BEEN UP TO WHAT?” BY: BARRY MENDELSON, CFP®. MEMBER MINUTE –JERRY MOSHER, CFP® BY: BARRY MENDELSON, CFP

September 2014 Includes: SPONSOR SPOTLIGHT “JAPAN’S RISING OPPORTUNITY” BY: A.J. HENNESSY, HENNESSY FUNDS

April 2014 Includes: PRESIDENT’S PODIUM “THE TIMES THEY ARE A-CHANGIN’” BY: BRIAN GEMMER. SPONSOR SPOTLIGHT “BREAKING THE SOCIAL DANCE TURNING RELATIONSHIPS INTO CLIENTS” BY: ALEXANDER HAYES, OPPENHEIMER FUNDS

January 2014 Includes: MEMBER MINUTE – BARRY MENDELSON, CFP® BY: DAMIEN COUTURE, CFP®. BOARD BLURB “HOW TO CAPTURE MEDIA ATTENTION FOR YOUR BUSINESS, ORGANIZATION, OR CAUSE” BY: TERESA RICCOBUONO AND LORI LUCKENBACH

 

2013

November 2013 Includes: 42ND FPA NORCAL CONFERENCE “GOALS FOR 2014” BY KARLA McAVOY, CFP®. SHARPEN THE SAW “FINANCIAL QUAGMIRES AND AGING PARENTS” BY: LINDA FODRINI-JOHNSON, MA, MFT, CMC

September 2013 Includes: PRESIDENT’S PODIUM “STRENGTH IN NUMBERS” BY: DAMIEN COUTURE, CFP®. SPONSOR SPOTLIGHT “BREAKING THE CYCLE OF INVESTMENT REGRET” BY: J.B. WALKER, CPA, CIMA®, FRANKLIN TEMPLETON DISTRIBUTORS, INC. 41ST FPA NORCAL CONFERENCE “AN UPDATE FOR 2013” BY: KARLA McAVOY, CFP®

January 2013 Includes: MEMBER MINUTE “WHEN THE UNTHINKABLE HAPPENS- TO A PLANNER” BY: ORA CITRON

 

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