Articles, White Papers, Videos & Commentary
FPA of the East Bay has attracted premier organizations in financial services as sponsors. These experts provide white papers, webinars, and other resources to members in the fields of professional growth, investment management, practice management, lending and insurance solutions, executive coaching, and more. Below is recent content specifically for our members from our sponsors. If you are a sponsor and would like to submit materials for this page CLICK HERE
David Shaffer Insurance Services – – (925) 944-7100
A Guide to Earthquake Insurance and EQ Risk Management for Financial Planners
Bringing Into Focus P & C Protection Gaps in the Financial Planning Process and How to Eliminate Them
Bridging the Property & Casualty Gap – from the Journal of Financial Planning
Please note: The Sponsor Circle web page is publicly available and relevant compliance requirements apply (i.e., we cannot distinguish between retail or professional viewers). Educational material, event invitations, and generic firm brochures are appropriate. No product pitches or fact sheets. All Sponsor Circle materials must be submitted via the website content submission form and will be reviewed and approved for posting by the Sponsorship Director of the East Bay FPA Board. Please limit submissions to one piece of content and one event per Sponsor, per month.
This page may contain hyperlinks to content and/or websites operated by Sponsors and other parties. The Board may not have screened or reviewed these websites, and they may contain or offer inaccurate, inappropriate or offensive material, products or services. The Board does not control such websites and assumes no responsibility or liability for the accuracy, reliability, legality or decency of their content, products or services. Any such hyperlinks are provided for the convenience of our membership only. The Board’s inclusion of hyperlinks to such websites does not imply any endorsement of the material on them or any association with their operators.