Chapter Newsletters

FPA Regional Newsletters provide members with the latest news and updates from the Northern California Chapters: FPA of San Francisco, FPA Silicon Valley, FPA of Northern California (Sacramento) and FPA of the East Bay. Articles are contributed by members and strategic partners. If you interested in advertising in a newsletter, click here to learn more.

 

Newsletter Archive

2019

April 2019 Includes: PRESIDENT’S PODIUM CHANGE AND THE MESSY MIDDLE
BY KATE WILUSz, CFP® PRESIDENT, FPA OF SAN FRANCISCO

January 2019 Includes: PRESIDENTS’ PODIUM Stepping Up to the Challenge BY WILLIAM D. PITNEY, MBA, CFP®, CeFT® AND PHUONG N. QUACH, CFP®, CRPC®, BFA PRESIDENT, FPA OF SILICON VALLEY AND PAST PRESIDENT, FPA OF SILICON VALLEY

2018

November 2018 Includes: PRESIDENT’S PODIUM OUR FPA COMMUNITY
BY THOMAS F. BENNETT, CFP®, CLU®, CRPC® PRESIDENT, FPA OF THE EAST BAY

April 2018 Includes: PRESIDENT’S PODIUM “A MILLION THANKS” BY JON DAUPHINÉ CEO, FOUNDATION FOR FINANCIAL PLANNING

January 2018 Includes: PRESIDENT’S PODIUM “KEYS TO RUNNING A SUCCESSFUL FAMILY MEETING” BY DAVID ALLEN, CFP® CHAIRMAN, FPA OF THE EAST BAY

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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2014 Newsletters:

 

2013 Newsletters:

 

2012 Newsletters:

 

2011 Newsletters:

The Chapter does maintain archives prior to 2011 for our members, please contact us